Stacy Che's questions to Identiv Inc (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.