Sign in

You're signed outSign in or to get full access.

Tommy Mall

**Managing Director** and equity research analyst at Stephens

Tommy Moll is a **Managing Director** and equity research analyst at Stephens Inc., specializing in the Industrials sector with a focus on Electrical Equipment, Multi-Industry, and Distribution. He covers specific companies including Carrier Global Corp. (CARR), Cognex Corp. (CGNX), Emerson Electric Co. (EMR), Fastenal Company (FAST), Generac Holdings (GNRC), Hubbell Inc. (HUBB), and W.W. Grainger (GWW), among others such as Itron (ITRI), Lennox International (LII), and Zebra Technologies (ZBRA). Moll joined Stephens in 2014, following roles at Jefferies in equity research and special situations investing, and at the Peterson Institute for economics research. He holds a bachelor’s degree from William & Mary, a master’s from the London School of Economics, and a JD from Columbia University.

Tommy Mall's questions to DIGI INTERNATIONAL (DGII) leadership

Question · Q1 2026

Tommy Mall inquired about the current demand environment, specifically in data centers, and how it compares to the previous quarter. He also asked for details on Particle's sales synergy opportunities, its integration with Digi's OEM business, and the 'as-a-service' component in OEM relationships.

Answer

President and CEO Ron Konezny noted improving demand, particularly in mass transit, utility, retail digital signage, and data centers (Opengear), driven by AI infrastructure buildout. He explained that Particle marks Digi's entry into embedded-as-a-service, integrating IoT solutions directly into customer machines, and will serve as a catalyst for the OEM solutions segment (now Particle by Digi). Konezny clarified that the 'as-a-service' model involves a direct relationship with the OEM, providing edge devices, software, connectivity, and a cloud platform for insights and updates.

Ask follow-up questions

Fintool

Fintool can predict DIGI INTERNATIONAL logo DGII's earnings beat/miss a week before the call

News for Covered Companies

Digi International Shareholders Endorse Leadership 3 Days After $50M Particle Acquisition

Digi International Shareholders Endorse Leadership 3 Days After $50M Particle Acquisition

DGIIJan 30