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    Tavy Rosner

    Vice President and Equity Research Analyst at Barclays

    Tavy Rosner is a Vice President and Equity Research Analyst at Barclays, specializing in coverage of Israeli technology and industrial companies, including Kornit Digital, Ituran Location and Control, Magic Software Enterprises, Radware, Sapiens International, CEVA, NICE Ltd., and Amdocs. Rosner’s track record includes a 30.23% success rate from 53 published stock ratings and an average return of -9.5%, placing him in the lower tier among Wall Street analysts based on recent performance metrics. Having joined Barclays prior to 2024, Rosner’s career has focused on high-growth tech stocks, often issuing ratings such as Overweight, Equal Weight, or Underweight, and he has made notable calls on sector leaders and mid-cap firms. He holds professional securities credentials and is FINRA registered, qualifying him to publish equity research and issue investment ratings in U.S. markets.

    Tavy Rosner's questions to Kornit Digital (KRNT) leadership

    Tavy Rosner's questions to Kornit Digital (KRNT) leadership • Q4 2024

    Question

    Tavy Rosner asked about the demand mix for 2025, specifically the prospect of selling systems via traditional CapEx versus the All-Inclusive Click (AIC) model.

    Answer

    CEO Ronen Samuel clarified that the roll-to-roll business remains entirely CapEx-based. For the DTG business, he estimated the mix is approximately 75% AIC and 25% CapEx. He explained that new-to-digital customers prefer the predictable costs of the AIC model, while established customers who understand their operational costs often find CapEx more financially favorable.

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    Tavy Rosner's questions to MAGIC SOFTWARE ENTERPRISES (MGIC) leadership

    Tavy Rosner's questions to MAGIC SOFTWARE ENTERPRISES (MGIC) leadership • Q3 2024

    Question

    Tavy Rosner inquired about the demand environment in end markets, asking if weakness was due to longer sales cycles and which specific segments were more or less receptive to their offerings.

    Answer

    Executive Asaf Berenstin clarified that the issue is not longer sales cycles but a stagnant U.S. market, which contrasts with strong, double-digit sequential growth in Israel driven by cloud, DevOps, and defense sector demand. Executive Guy Bernstein added that U.S. Fortune 500 clients had previously cut projects due to interest rate hikes but the situation has now stabilized with positive signs for Q4.

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    Tavy Rosner's questions to AMDOCS (DOX) leadership

    Tavy Rosner's questions to AMDOCS (DOX) leadership • Q4 2024

    Question

    Tavy Rosner of Barclays asked about the competitive environment, specifically whether Amdocs is concerned that customers transitioning to the cloud might be tempted to use point solutions from competitors.

    Answer

    CEO Shuky Sheffer expressed high confidence in customer retention during cloud transitions, citing an excellent retention rate. He argued that Amdocs' position often strengthens in the cloud, as its managed services offerings become more comprehensive, frequently including management of the cloud infrastructure itself, which expands their role with the customer.

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    Tavy Rosner's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership

    Tavy Rosner's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership • Q3 2024

    Question

    Tavy Rosner requested further details on the comment that investment decisions were being delayed, asking for specifics on the drivers, geographies, or customer types involved.

    Answer

    Chief Strategy Officer Alex Zukerman clarified that the delays stem from expanded customer due diligence rather than formal regulatory hurdles. He explained that European carriers, many adopting a full SaaS model for the first time, are exercising extra caution. Additionally, the company's new, more comprehensive 'platform proposition' deals are larger and more complex, naturally leading to longer analysis and contracting cycles for customers.

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    Tavy Rosner's questions to PARTNER COMMUNICATIONS CO (PTNRF) leadership

    Tavy Rosner's questions to PARTNER COMMUNICATIONS CO (PTNRF) leadership • Q1 2017

    Question

    Tavy Rosner of Barclays PLC inquired about the drivers behind the improved gross margin in equipment sales and why revenues in this segment still lag competitors. He also asked for guidance on the expected CapEx for the upcoming TV service and the company's competitive strategy against similar offerings.

    Answer

    CFO David Mizrahi explained that the company restructured its handset sales operations to address bad debt and improve credit checks, which is now improving profitability. He expects this will help close the revenue gap in coming quarters. Regarding the TV service, Mizrahi stated that most of the related CapEx was already spent in late 2016, with future costs limited to installation and set-top boxes. He declined to comment on competitive strategy ahead of the launch.

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    Tavy Rosner's questions to PARTNER COMMUNICATIONS CO (PTNRF) leadership • Q2 2016

    Question

    Tavy Rosner inquired about Partner's strategy, timeline, and potential CapEx for its fiber optics deployment, including the necessary regulatory approvals. He also asked how the Filber Committee reform's implementation would facilitate the company's entry into the television market.

    Answer

    CEO Issac Benbenisti explained that the company is testing a fiber network deployment using G.fast technology and its existing infrastructure. He noted that proceeding with a wide-scale project is contingent on regulatory support from the Ministry of Communication to enforce access to passive infrastructure. Regarding television, Benbenisti stated that for a competitive entry, regulatory changes are crucial, specifically the "must sell" requirement for sports and other key content, as well as the ability to broadcast free channels over the internet. Without these, he argued, it would be difficult to compete with incumbents HOT and YES.

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