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    Steve Frankel

    Research Analyst at Rosenblatt Securities

    Steve Frankel is Director of Research and Senior Research Analyst at Rosenblatt Securities, specializing in technology and digital media with a focus on companies such as Dolby Laboratories, Xperi, and Universal Electronics. He covers approximately 35 stocks, has achieved notable calls like a 132% return on Brightcove (BCOV), but his overall recent success rates are 15.38% with an average return of -11.12%. Frankel joined Rosenblatt in May 2022 after 11 years at Colliers Securities as Director of Research and 25 years at Adams, Harkness and Hill/Canaccord, where he held senior analytical and management roles; he has been recognized as a Wall Street Journal All-Star and a top stock picker by Starmine. He holds a BA in Economics and an MBA in Finance & Investments from the University of Wisconsin-Madison, with additional participation in the Applied Securities Analysis Program.

    Steve Frankel's questions to UNIVERSAL ELECTRONICS (UEIC) leadership

    Steve Frankel's questions to UNIVERSAL ELECTRONICS (UEIC) leadership • Q2 2025

    Question

    Steve Frankel of Rosenblatt Securities asked about the performance of Universal Electronics' North American business, customer concentration in the quarter, historical Q4 segment data to understand future declines, and the impact of tariffs given the planned closure of the Mexico facility.

    Answer

    COO & Interim CEO Rick Carnifax stated that North American trends remain stable but are being offset by weakness in Latin America and Europe. He also expressed confidence in managing tariff impacts through supply chain flexibility. CFO Bryan Hackworth identified Daikin (18.7%) and Comcast (12.2%) as the quarter's 10% customers. He explained that specific historical Q4 segment data was not yet available due to new reporting systems but noted that both Connected Home and Home Entertainment sales are expected to decline sequentially in Q4.

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    Steve Frankel's questions to Sonos (SONO) leadership

    Steve Frankel's questions to Sonos (SONO) leadership • Q3 2025

    Question

    Steve Frankel from Rosenblatt Securities asked about Sonos's new product introduction cadence, the balance between hardware and software innovation, and whether the company's cost-cutting initiatives are nearing completion.

    Answer

    CEO Tom Conrad affirmed that a cadence of two new hardware products per year remains the goal, but noted a temporary 'lull' in hardware releases due to a focus on software. He stated that new hardware introductions would resume in fiscal 2026, with software enhancements driving near-term value. CFO Saori Casey added that the company's cost optimization efforts are an ongoing 'transformation' journey with more work to be done.

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    Steve Frankel's questions to IMAX (IMAX) leadership

    Steve Frankel's questions to IMAX (IMAX) leadership • Q2 2025

    Question

    Steve Frankel of Rosenblatt Securities requested an update on the network of theaters wired for live events, asking about its current size and future growth plans.

    Answer

    CEO Richard Gelfond explained that the company has shifted its strategy from physically wiring theaters to using a more cost-effective streaming technology acquired via SimWave. This allows for rapid deployment of live events without significant capital outlay. He confirmed the network will expand using this efficient streaming method.

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