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    Tyler Perry Anderson • Craig-Hallum

    Tyler Perry Anderson's questions to Aeva Technologies Inc (AEVA) leadership

    Tyler Perry Anderson's questions to Aeva Technologies Inc (AEVA) leadership • Q1 2025

    Question

    Tyler Perry Anderson, on for Richard Shannon, asked about the expected revenue contribution and gross margins from the industrial market given the planned volume increase, and inquired about the timeline for the manufacturing capacity ramp.

    Answer

    CEO Soroush Dardashti indicated that revenue from the industrial segment is already in the millions, with ASPs in the thousands of dollars, making it a significant contributor. CFO Saurabh Sinha added that while gross margins may fluctuate in the near term, they expect healthy margins as they scale production and improve costs. Dardashti confirmed the goal is to complete the installation of the 100,000-unit annual manufacturing capacity within the current year to support near-term demand.

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    Tyler Perry Anderson's questions to D-Wave Quantum Inc (QBTS) leadership

    Tyler Perry Anderson's questions to D-Wave Quantum Inc (QBTS) leadership • Q1 2025

    Question

    Tyler Anderson asked about the availability of D-Wave's new error mitigation technology, the coherence time difference between its processors, and whether the Davidson installation was attracting government sales interest. He later followed up on the hardware requirements for the gate model system and the revenue status of the 4,400-qubit Advantage2.

    Answer

    CEO Alan Baratz explained that error mitigation provides an effective 10x coherence time increase for certain problems and that different Advantage2 processors share the same base coherence time. He noted a U.S. government bias towards gate model systems limits sales interest there. Baratz clarified that the gate model system is a separate hardware architecture from annealing and confirmed the 4,400-qubit Advantage2 will be generally available by the end of Q2 2025.

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    Tyler Perry Anderson's questions to Luminar Technologies Inc (LAZR) leadership

    Tyler Perry Anderson's questions to Luminar Technologies Inc (LAZR) leadership • Q4 2024

    Question

    Tyler Perry Anderson of Craig-Hallum inquired about the expected production ramp timeline for the newly awarded Volvo ES90 sedan.

    Answer

    CFO Tom Fennimore stated that while IHS forecasts an aggressive ramp for the ES90, Luminar's guidance incorporates a conservative ~50% haircut to that forecast until a sustained ramp is proven. CEO Austin Russell added that this conservative stance is intentional to under-promise and over-deliver, noting that their guidance still represents over 200% growth in sensor deliveries, with significant upside potential from the ES90 and Polestar 3 launches.

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