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    Rodney McFall

    Senior Equity Research Associate at NorthCoast Research Partners, LLC

    Rodney McFall is a Senior Equity Research Associate at Northcoast Research Partners, specializing in business services and related sectors since January 2023. He contributes to coverage of companies such as T2 Systems, collaborating closely with senior analyst Keith Housum, and employs in-depth market research and financial modeling as part of the firm's proprietary investment research process. Rodney began his finance career with analyst internships at ExchangeBase, CommonWealth Opportunity Capital, and UBS, followed by roles at Shelter Insurance Companies and Cleveland Kraut, before joining Northcoast Research in late 2022. He holds a BSBA in Economics from the University of Missouri, Trulaske College of Business, and operates as a registered financial professional in the Cleveland area, bringing a research-driven approach to equity analysis.

    Rodney McFall's questions to NLIT leadership

    Rodney McFall's questions to NLIT leadership • Q2 2025

    Question

    Rodney McFall asked for details on the size and scope of the new international customer opportunity and requested more color on the rationalization of investments in the commercial markets.

    Answer

    CEO Scott Keeney described the international directed energy opportunity as material and in its early stages, with larger programs expected in the future, but declined to provide specific details. He explained that the commercial market rationalization involves pivoting engineering talent from less attractive industrial laser applications to focus on defense-based laser development, while maintaining a strategic focus on growth in the additive manufacturing space.

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    Rodney McFall's questions to NLIT leadership • Q2 2025

    Question

    Rodney McFall asked for details on the size, scope, and potential execution risk of the new international customer win and questioned which specific commercial markets nLIGHT is pulling back from as it rationalizes investments.

    Answer

    Co-Founder, CEO & Chairman Scott Keeney described the new international directed energy win as a material program in its early stages with significant future opportunity, but declined to provide more specifics. He explained that the company is rationalizing investments by pivoting engineering talent away from less attractive industrial laser markets and toward defense-based laser development, while reaffirming that additive manufacturing remains a commercial area of focus due to its differentiated technology.

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    Rodney McFall's questions to NLIT leadership • Q4 2024

    Question

    Rodney McFall asked about the timeline to resolve manufacturing challenges for A&D fiber amplifiers and the potential scale and timing of the 'Iron Dome for America' initiative.

    Answer

    CEO Scott Keeney clarified that current amplifier products are mature, while the next-generation product for the megawatt program is now being transferred to manufacturing and progressing well. Regarding the 'Iron Dome for America' initiative, Keeney described it as a large, well-funded, and broad-based set of programs with a near-term emphasis, noting nLIGHT is actively engaged in related opportunities.

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    Rodney McFall's questions to VERRA MOBILITY (VRRM) leadership

    Rodney McFall's questions to VERRA MOBILITY (VRRM) leadership • Q1 2025

    Question

    Rodney McFall, on behalf of Keith Housum at Northcoast Research, inquired about the initial steps being taken to improve the T2 Systems business following its management change and asked for color on the company's relative exposure to international versus domestic travel demand.

    Answer

    CEO David Roberts explained that the T2 management team has reinvigorated commercial leadership and execution by implementing the Verra Mobility operating system with disciplined metrics and KPIs, which contributed to modest growth. Regarding travel, both Roberts and CFO Craig Conti clarified that while they monitor gross TSA numbers, their focus is primarily on domestic travel within key tolling states. They noted that inbound international travel is more relevant to their business than the outbound travel often discussed by airlines.

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    Rodney McFall's questions to NLIGHT (LASR) leadership

    Rodney McFall's questions to NLIGHT (LASR) leadership • Q4 2024

    Question

    Asked about the manufacturing progress for amplifiers in the A&D business and the potential scale, timeline, and impact for nLIGHT from the recently announced 'Iron Dome for America' initiative.

    Answer

    The company stated that current amplifier products are mature, while next-generation products are progressing well in their transfer to manufacturing. The 'Iron Dome for America' initiative is viewed as a very large, broad-based opportunity with a near-term emphasis, and nLIGHT is actively engaged in related programs.

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    Rodney McFall's questions to NLIGHT (LASR) leadership • Q4 2024

    Question

    Rodney McFall, on for Keith Housum, asked about the timeline for resolving manufacturing challenges for A&D fiber amplifiers and for more details on the scale and timeline of the 'Iron Dome for America' initiative.

    Answer

    CEO Scott Keeney explained that mature amplifier products are already well into manufacturing, while next-generation products for the megawatt program are currently being transferred to manufacturing with good progress. Regarding the 'Iron Dome for America' initiative, Keeney described it as a large, high-priority set of programs with a near-term emphasis, noting that nLIGHT is deeply engaged in related discussions.

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    Rodney McFall's questions to Motorola Solutions (MSI) leadership

    Rodney McFall's questions to Motorola Solutions (MSI) leadership • Q3 2024

    Question

    Rodney McFall of Northcoast Research asked about the strategic rationale for the 3TC acquisition and inquired about the command center business's penetration and growth barriers.

    Answer

    Mahesh Saptharishi, EVP and CTO, explained that the 3TC acquisition brings a CAD solution in-house that Motorola was already integrating and selling, which will improve margins and provide a platform for future growth. He added that Motorola is now #1 in both CAD and Records in North America, with over 60% of customers having at least one cloud-attached component. Jason Winkler, EVP and CFO, noted that the command center business is growing at 9-10%, indicating the company is taking market share.

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