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    Walt Piecyk

    Partner and TMT Analyst at LightShed Partners

    Walt Piecyk is a Partner and TMT Analyst at LightShed Partners, specializing in telecommunications, media, and technology equity research with direct coverage of major companies including Apple, Verizon, AT&T, Walmart, and various leading tech firms. Recognized for delivering prescient investment insights and appearing regularly on CNBC and other media outlets, Piecyk has consistently provided calls that are closely followed by institutional investors, though public quantifiable performance metrics such as TipRanks rankings or success rates are not available. Starting his career as a telecom analyst at PaineWebber in the late 1990s, Piecyk later served as Managing Director at BTIG before co-founding LightShed Partners in 2019. He holds professional credentials including FINRA registration and securities licenses, reflecting his standing as an accredited Wall Street analyst.

    Walt Piecyk's questions to Luminar Technologies, Inc./DE (LAZR) leadership

    Walt Piecyk's questions to Luminar Technologies, Inc./DE (LAZR) leadership • Q2 2025

    Question

    Walt Piecyk asked for commentary on the Volvo partnership in light of EX90 issues and Volvo's technical strategy, and questioned how the market might evolve regarding the importance of direct OEM relationships versus those with autonomous technology partners.

    Answer

    CEO Paul Ricci described Volvo as an excellent partner and a leader in LiDAR deployment, acknowledging lower shipment forecasts but reaffirming their ongoing collaboration. He declined to comment on Volvo's internal product issues. Ricci stated that the market's future is being decided now, as OEMs are signing production contracts for 2027-2029 that include sourcing LiDAR hardware and software directly.

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