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    Stacy Che

    Senior Associate at B. Riley Securities, Inc.

    Stacy Che is a Senior Associate at B. Riley Securities, Inc., specializing in equity research with coverage of technology-focused companies including Identiv Inc. Her research has involved direct participation in company earnings calls, contributing to analysis and forecasting for clients, though publicly available performance metrics and analyst rankings are currently limited. Che began her tenure at B. Riley Securities prior to March 2025, and while no prior firm experience is documented, her role indicates experience in market analysis and client advisory within the securities sector. Stacy Che holds professional credentials required for securities analysts, aligning with industry standards for analyst roles at FINRA-registered firms.

    Stacy Che's questions to Identiv (INVE) leadership

    Stacy Che's questions to Identiv (INVE) leadership • Q4 2024

    Question

    Stacy Che, on behalf of Craig Ellis, questioned the timeline for achieving EBITDA breakeven, asking if it was expected within two years. She also inquired about potential tariff risks and sought clarification on the margin profile of the three remaining customers transitioning to Thailand and the revenue impact of this move.

    Answer

    Executive Justin Scarpulla stated that the company has not provided a formal timeline for EBITDA breakeven and believes Identiv is in a good position regarding tariff risks due to its Thailand facility. He clarified that the revenue profile for the transitioning customers is expected to be consistent, with no stop/start impact, and confirmed that these three remaining customers are not on the lower gross margin side.

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