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    Ryan Casey

    Research Analyst at WestPark Capital

    Casey Ryan is Director of Institutional Research at WestPark Capital, specializing in technology sector coverage with a growing focus on public software, hardware, and emerging tech companies. He has provided research coverage for firms such as Palo Alto Networks, Innoviz Technologies, Ouster, WM Technology, and Data I/O, achieving notable buy recommendations highlighted by a recent 49% upside target for DAIO. Beginning his finance career as Senior Vice President at GE Capital (2010-2012), he later led research at Lyon Street Capital, then served as Managing Director at Berg Capital Markets before joining WestPark Capital where he expanded research operations starting in 2022. Casey holds a B.S. from Drexel University and an MBA from Vanderbilt University, and has launched several successful data research ventures, though specific securities licenses or FINRA registrations are not publicly listed.

    Ryan Casey's questions to Innoviz Technologies (INVZ) leadership

    Ryan Casey's questions to Innoviz Technologies (INVZ) leadership • Q1 2025

    Question

    Asked if the record revenue quarter also meant a record for product shipments, the timeline for the first shipments from the Fabrinet facility, the go-to-market strategy for non-automotive applications, and what technologies Innoviz is displacing.

    Answer

    The company stated it was a "very nice number" for unit shipments but did not confirm a record, emphasizing the upcoming capacity increase from Fabrinet. The first shipments from Fabrinet are expected within a month. For non-auto markets, Innoviz works through integrators, which requires minimal tailoring effort. They are often displacing existing, lower-performance LiDAR solutions in industries already familiar with the technology.

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