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    Scott Buck • H.C. Wainwright & Co.

    Scott Buck's questions to SoundHound AI Inc (SOUN) leadership

    Scott Buck's questions to SoundHound AI Inc (SOUN) leadership • Q2 2025

    Question

    Scott Buck inquired about opportunities to improve the selling process or optimize pricing amid accelerating AI demand, and also asked about the potential wallet share remaining within the existing customer base.

    Answer

    CEO Keyvan Mohajer noted that SoundHound uses its own AI to improve internal development efficiency and is exploring AI for sales, while being mindful of regulations. CFO Nitesh Sharan added that wallet share penetration is still very low with a "ton of runway" for growth, as customer AI budgets expand and new revenue streams like voice commerce are introduced.

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    Scott Buck's questions to SoundHound AI Inc (SOUN) leadership • Q1 2025

    Question

    Scott Buck asked if the reaffirmed revenue guidance of $157 million to $177 million is based on organic growth or if it includes potential M&A. He also questioned whether a challenging macroeconomic environment could serve as a revenue catalyst for the company.

    Answer

    CFO Nitesh Sharan confirmed the guidance is entirely organic and does not depend on future M&A, citing a tremendous organic growth opportunity. While open to strategic acquisitions that are operationally sound and correctly priced, none are required to meet the outlook. Sharan also affirmed that the business is resilient to macro shifts, as AI solutions address both innovation for growth and efficiency for cost savings. He emphasized that the move to conversational AI is a generational shift and that AI's share of IT budgets continues to grow, insulating the company from short-term economic volatility.

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    Scott Buck's questions to SoundHound AI Inc (SOUN) leadership • Q4 2024

    Question

    Scott Buck asked how SoundHound is prioritizing its expansion into secondary verticals like healthcare and retail and whether it has the capacity to pursue them all simultaneously. He also inquired about the expected timeline for realizing cross-selling and upselling momentum.

    Answer

    CFO Nitesh Sharan explained that as a platform company, they prioritize verticals with the biggest use cases and are investing in a high-ROI go-to-market strategy using both direct sales and channel partners. On cross-selling, he noted that while some opportunities are near-term, particularly with contract renewals, the momentum will build over the next 6-9 months and beyond as product stacks are integrated.

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    Scott Buck's questions to SoundHound AI Inc (SOUN) leadership • Q3 2024

    Question

    Scott Buck of H.C. Wainwright & Co. asked about the company's capacity and resource allocation across key verticals like restaurants, retail, and auto for 2025. He also sought clarity on whether the increased financial outlook was driven by the legacy business, recent acquisitions, or a combination of both.

    Answer

    CFO Nitesh Sharan responded that while all segments are growing, the most significant growth is expected from the AI agent business. He emphasized the large expansion opportunity within existing QSR customers and new verticals like healthcare and finance. Sharan confirmed the improved outlook is driven by a combination of strong organic growth in the legacy auto and restaurant segments, plus significant cross-sell and upsell synergies from the recent acquisitions.

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    Scott Buck's questions to Redwire Corp (RDW) leadership

    Scott Buck's questions to Redwire Corp (RDW) leadership • Q2 2025

    Question

    Scott Buck of H.C. Wainwright asked for color on the information sharing and integration roadmap for the newly acquired Edge Autonomy business.

    Answer

    CEO Peter Cannito detailed the integration plan, which prioritizes financial reporting integration first, followed by aligning strategic roadmaps and pursuing multi-domain business opportunities. He noted the company is following its established playbook from ten previous acquisitions and expects full integration within twelve months. CFO Jonathan Baliff added that detailed financial information on Edge Autonomy, a higher-margin business, will be available in upcoming SEC filings.

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    Scott Buck's questions to Redwire Corp (RDW) leadership • Q1 2025

    Question

    Scott Buck inquired if the entry into the UAV space is complete with the Edge Autonomy acquisition or if further expansion is planned, and whether future M&A would favor space or unmanned systems.

    Answer

    Peter Cannito, Chairman and CEO, confirmed that Redwire will likely continue its 'land and expand' strategy for the autonomous systems market. He clarified that future M&A will be primarily opportunistic rather than favoring one sector, driven by a strict formula that requires deals to be accretive and meet valuation criteria. He sees opportunities in both space and defense segments.

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    Scott Buck's questions to Redwire Corp (RDW) leadership • Q4 2024

    Question

    Scott Buck asked for additional details on potential revenue synergies from the Edge Autonomy acquisition that are not included in the 2025 guidance and also inquired about the nature of Edge's stand-alone sales pipeline.

    Answer

    CEO Peter Cannito confirmed the guidance was conservative and excludes revenue synergies, but highlighted opportunities to cross-sell space and UAS platforms to defense customers in Europe. CFO Jonathan Baliff described Edge Autonomy's pipeline as different from Redwire's, with a shorter sales cycle focused on fleet replacement and upgrades, creating a more predictable revenue stream. He noted Edge's program of record was about $100 million in 2023 and is expected to grow.

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    Scott Buck's questions to Transcat Inc (TRNS) leadership

    Scott Buck's questions to Transcat Inc (TRNS) leadership • Q1 2026

    Question

    Scott Buck from H.C. Wainwright & Co., LLC asked about the degree of customer overlap between Transcat's legacy business and the newly acquired ESCO, looking to understand cross-selling opportunities. He also inquired about the company's ability to increase pricing given its growing market share and position.

    Answer

    CEO Lee Rudow explained that while capabilities overlap, ESCO's operation in the New England region is about five times larger than Transcat's, creating a dominant combined presence rather than simple overlap. He emphasized that Transcat's key contribution is providing capital to leverage ESCO's expertise for further growth. Regarding market share and pricing, Rudow noted the market remains highly fragmented. He highlighted Transcat's unique strength in outsourcing in-house labs (CBLs) and providing single-source solutions for large plants as key competitive advantages that drive its value proposition.

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    Scott Buck's questions to Transcat Inc (TRNS) leadership • Q4 2025

    Question

    Scott Buck inquired about the remaining potential for margin expansion from automation initiatives, the typical customer behavior in the Distribution segment during challenging macro environments (rentals vs. sales), and whether the company's M&A criteria have evolved with its increased scale.

    Answer

    President and CEO Lee Rudow responded that the company is only in the 'fourth inning' of its automation journey, implying significant runway for future margin improvement. He noted that while customers typically shift to rentals in uncertain times, this trend is currently being offset by customers potentially buying equipment ahead of tariffs. Regarding M&A, Rudow confirmed that while the landscape has more private equity involvement, Transcat's core strategy for synergistic acquisitions remains unchanged and the opportunity pipeline is still strong.

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    Scott Buck's questions to Transcat Inc (TRNS) leadership • Q2 2025

    Question

    Scott Buck asked if the Q2 softness was isolated to the NEXA business or indicative of a broader macroeconomic issue, inquired about the M&A environment and deal pricing, and questioned the operating expense outlook for the second half of the year.

    Answer

    President and CEO Lee Rudow confirmed the issue was isolated to NEXA, highlighting that the core calibration business grew 9% organically and the pipeline remains strong. He described the M&A pipeline as 'robust' and noted the company is well-positioned to execute deals. Executive Thomas Barbato added that operating expenses are expected to increase sequentially in Q3 and Q4 to support growth initiatives.

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    Scott Buck's questions to AEye Inc (LIDR) leadership

    Scott Buck's questions to AEye Inc (LIDR) leadership • Q2 2025

    Question

    Scott Buck inquired about the timeline for the $30 million transportation OEM opportunity, asked for more details on the four new business wins, and questioned the drivers behind the increase in sales and marketing expenses.

    Answer

    CEO Matt Fisch stated that for the $30 million opportunity, the company is on the customer's timeline with integration and deployment currently in progress. CFO Conor Tierney added that the four new wins are primarily in smart infrastructure, security, and defense, with a line of sight to thousands of units. Tierney explained that the increase in sales and marketing expense was largely a reallocation of resources from G&A and R&D to support business development and deployments, consistent with the company's capital-light model.

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    Scott Buck's questions to OppFi Inc (OPFI) leadership

    Scott Buck's questions to OppFi Inc (OPFI) leadership • Q1 2025

    Question

    Scott Buck asked for color on the Q1 adjusted net income beat relative to guidance issued in March, inquired about potential macro hesitation in the Bitty small business segment, questioned the strategy of special dividends versus regular dividends, and sought details on criteria for inorganic growth opportunities.

    Answer

    CEO Todd Schwartz explained that the Q1 outperformance was driven by stronger-than-expected results across the board in March, including robust repayments, operational efficiencies, and continued growth. He noted that while OppFi is monitoring tariff impacts on the Bitty SMB portfolio, its short-duration product allows for quick adjustments. Regarding capital allocation, Schwartz stated the company prefers maintaining flexibility with special dividends to pursue high-ROI initiatives and inorganic growth in areas like SMB and consumer point-of-sale, which offer significant synergies.

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