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Tyler Nguyen

Research Analyst at ROTH Capital Partners

Tyler Nguyen is an Equity Analyst at ROTH Capital Partners, specializing in company research and earnings analysis within the technology sector. He has specifically covered TransAct Technologies Inc., participating in company earnings calls and providing investment insights. Nguyen began his analyst career at ROTH Capital Partners, with his professional activity in investment research noted as of November 2024; prior experience or additional covered companies have not been publicly documented. Details regarding his FINRA registrations, securities licenses, and notable industry rankings or performance metrics are not available in public sources.

Tyler Nguyen's questions to TRANSACT TECHNOLOGIES (TACT) leadership

Tyler Nguyen's questions to TRANSACT TECHNOLOGIES (TACT) leadership • Q3 2024

Question

Tyler Nguyen from ROTH Capital Partners asked a series of questions about the Foodservice Technology (FST) segment, including trends in average client size, initial order rates, key end markets for new clients, and the drivers behind expected conversion rate improvements. He also asked about the timeline for normalization in the casino market.

Answer

CEO John Dillon detailed the FST strategy, explaining the sales team targets clients with a potential of 50-100 units and uses a 'land-and-expand' approach, often starting with small trial orders. He identified key end markets as QSRs, convenience stores, sushi providers, restaurants, and food service management companies. Dillon attributed improving conversion rates to a refined, data-driven sales and marketing process. Regarding the casino market, he reiterated that the inventory glut from post-pandemic overbuying is still being worked through, with normalization expected in 2025.

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