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    Shadi Mitwalli • Needham & Company

    Shadi Mitwalli's questions to Ambarella Inc (AMBA) leadership

    Shadi Mitwalli's questions to Ambarella Inc (AMBA) leadership • Q1 2026

    Question

    Shadi Mitwalli, on behalf of Quinn Bolton from Needham & Company, asked for an update on conversations with customers regarding their supply chains and inventory levels, and questioned the drivers behind the expected sequential decline in gross margin.

    Answer

    CEO Fermi Wang stated that customers report they are not building up inventory and are watching the geopolitical situation closely, which contributes to the uncertainty reflected in the guidance. CFO John Young explained that the quarter-to-quarter gross margin fluctuation is primarily driven by a combination of customer and product mix, which can vary based on ordering patterns.

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    Shadi Mitwalli's questions to IONQ Inc (IONQ) leadership

    Shadi Mitwalli's questions to IONQ Inc (IONQ) leadership • Q1 2025

    Question

    Shadi Mitwalli, on behalf of Quinn Bolton, asked about the specific technology or IP beyond quantum repeaters that drove the Lightsynq acquisition and requested quantification of IonQ's current quantum network deployments and their respective providers.

    Answer

    Executive Chairman Peter Chapman explained that Lightsynq's quantum memory technology is also highly synergistic for IonQ's distributed quantum computing strategy, as it improves entanglement efficiency. CEO Niccolo de Masi added that the technology benefits all aspects of the company's roadmap. President and GM of Quantum Networking Jordan Shapiro stated that IonQ currently has four commercial quantum networks deployed with customers in defense (U.S. Air Force), enterprise/energy (EPB), and telecommunications (SK Telecom and Singtel).

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    Shadi Mitwalli's questions to IONQ Inc (IONQ) leadership • Q4 2024

    Question

    Shadi Mitwalli of Craig-Hallum Capital Group LLC, asking on behalf of Needham, inquired how the ID Quantique acquisition complements the earlier Qubitekk deal, the technological differences between the two, and the drivers behind the strong 2025 revenue guidance, including its expected quarterly cadence.

    Answer

    Executive Chair Peter Chapman and SVP of Engineering Dean Kasman detailed the synergies and differences. Both firms are in quantum network deployment, but IDQ brings unique technologies like QRNG and single photon detectors, plus a strong European and Asian presence with partners like SK Telecom, complementing Qubitekk's U.S. base. An executive confirmed the 2025 revenue guidance is back-half weighted, consistent with historical patterns, and is supported by a strong pipeline across an expanded set of solutions.

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    Shadi Mitwalli's questions to IONQ Inc (IONQ) leadership • Q3 2024

    Question

    Shadi Mitwalli, on behalf of Quinn Bolton at Needham & Company, inquired about how the NKT Photonics partnership supports commercialization and asked for an outlook on operating expenses given recent growth and new partnerships.

    Answer

    SVP of Engineering and Technology, Dr. Dean Kassmann, explained the NKT partnership is crucial for securing robust, stable lasers for large-scale manufacturing and 24/7 system operation. CEO Peter Chapman emphasized that this partnership is key to reducing overall system cost and size. CFO Thomas Kramer stated that current-year OpEx guidance is unchanged and that 2025 guidance will be provided in the next call, highlighting a focus on disciplined investment in high-impact areas.

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    Shadi Mitwalli's questions to Navitas Semiconductor Corp (NVTS) leadership

    Shadi Mitwalli's questions to Navitas Semiconductor Corp (NVTS) leadership • Q3 2024

    Question

    Shadi Mitwalli, on behalf of Quinn Bolton, asked for the reason behind the flat gross margin guidance for Q4 despite an expected revenue decline. He also inquired about Navitas's observations in the automotive market, particularly regarding geographic trends.

    Answer

    CEO Eugene Sheridan explained that gross margins are expected to remain flat because the mobile business, which has seen margin expansion, continues to be strong, offsetting revenue softness in higher-power markets. On the automotive market, Sheridan noted an encouraging pickup in pure EV demand and continued design win momentum for both onboard and roadside chargers, which he believes will accelerate as charging infrastructure expands.

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