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    Victor Santiago • Stifel, Nicolaus & Company, Incorporated

    Victor Santiago's questions to Kopin Corp (KOPN) leadership

    Victor Santiago's questions to Kopin Corp (KOPN) leadership • Q3 2024

    Question

    Victor Santiago, on behalf of Matt Sheerin, asked if the strong Q3 revenue was due to order pull-ins or the ramp-up of new programs, and whether the sequential gross margin growth seen in Q3 could be expected to continue into Q4.

    Answer

    CEO Michael Murray clarified that the Q3 revenue beat was driven by a combination of a favorable product mix and strong production execution. He noted that under ASC 606 revenue recognition, a smooth supply chain allowed the company to advance production. Murray confirmed that the plan is for gross margins to continue their sequential growth into the fourth quarter.

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    Victor Santiago's questions to ePlus inc (PLUS) leadership

    Victor Santiago's questions to ePlus inc (PLUS) leadership • Q2 2025

    Question

    Victor Santiago from Stifel, on behalf of Matthew Sheerin, asked for clarification on the expected impact of the Bailiwick acquisition on future operating expenses. He also questioned the gross margin outlook, suggesting a potential sequential decline due to an anticipated increase in product sales.

    Answer

    CEO Mark Marron confirmed that operating expenses would increase in Q3 due to a full quarter of Bailiwick's headcount and related acquisition costs. He also agreed that it was fair to assume gross margins would be tighter in the second half compared to the record 410 basis point expansion in Q2, as both product and services sales are expected to increase.

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