TECHNOLOGY

Our Technology research platform is focused on those companies building and using technology to drive the modern world. Technology is everywhere, and its impact is only growing. The need for faster communication, a more secure Internet, more connected devices, and more automation is driving many technology companies. With new hardware and software being released every year, the potential for new and exciting technology companies continues to grow. Much of the innovation in technology has historically come from small companies, and we expect this to continue. With the COVID-19 pandemic driving work, home, and transportation changes, technology companies are forming to meet the new demands. Whether its AI, Blockchain, FinTech, Quantum Computing, Autonomous Vehicles, Cryptocurrencies, or 5G, we have the expertise.

Events

SHARE Conference Series: Virgin Orbit, Inc. (NASDAQ: VORB) President and CEO Dan Hart...
Monday, December 5, 2022 at 10:30AM
SHARE Conference Series: AEye, Inc. (NASDAQ: LIDR) CEO and Board Member Blair LaCorte...
Monday, December 5, 2022 at 11:00AM

Recent Sector Insights

TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
Fireside Chat: CEO Gavin Michael, CFO Karen Alexander, and Chief Product Officer, Bitcoin & Crypto Dan O’Prey, December 15, 2022, 1:00 pm ET
Fireside Chat Invitation · 29 Nov 2022

Please join us for a conversation with Bakkt CEO Gavin Michael, CFO Karen Alexander, and Chief Product Officer, Bitcoin & Crypto Dan O’Prey on December 15, 2022, at 1:00 pm ET.

TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
SHARE Conference Series: December 5, 2022, at 10:30 am EST
Fireside Chat Invitation · 28 Nov 2022

Dan Hart, President and CEO of Virgin Orbit, Inc. (VORB), will present at the Shareholder Access and Retail Engagement (SHARE) Conference Series on December 5, 2022, at 10:30 am EST.

TECHNOLOGY
AEye, Inc. (NASDAQ: LIDR)
SHARE Conference Series: December 5, 2022, at 11:00 am EST
Fireside Chat Invitation · 28 Nov 2022

Blair LaCorte, CEO and Board Member of AEye, Inc. (LIDR), will present at the Shareholder Access and Retail Engagement (SHARE) Conference Series on December 5, 2022, at 11:00 am EST.

TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
Bakkt Confirms No Exposure to FTX, FTT, Alameda, or Other Affected Companies
Update Note · 17 Nov 2022

Bakkt confirmed it is not exposed to the bankruptcy of FTX, nor to the contagion among some crypto companies. Consumers on the Bakkt platform continue to have access to their crypto and can buy or sell as usual, and Bakkt’s institutional platform also continues to be fully operational.

TECHNOLOGY
AdTheorent Holding Company, Inc. (NASDAQ: ADTH)
11% Customer Growth in a Tough Market, with a Positive Inflection in September
Update Note · 11 Nov 2022

3Q22 revenue of $37.6 million was at the low end of guidance and down 4.9% Y/Y, partially driven by a tough macro and ad spending environment, and below consensus of $38.6 million. Adjusted gross profit margin was 47.9%, down 350 bps.

TECHNOLOGY
AEye, Inc. (NASDAQ: LIDR)
Launch of 4Sight Expected to Drive Entire Company
Update Note · 11 Nov 2022

AEye reported revenue of $0.8 million in 3Q22, in line with quarterly expectations. CEO Blair LaCorte said the company launched its “4Sight™ line of products, which we believe to be built on the industry’s premier high-performance adaptive LIDAR platform.”

TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
Strong Customer Activity Drives Revenue +41% and Digital Volume +73%; Global Payments Pilot Launched
Update Note · 10 Nov 2022

3Q22 revenue grew 41% Y/Y, driven by strong digital asset conversions (up 73%) and transacting accounts (up 21%). The company had more than $273 million in cash and other highly liquid assets at the end of 3Q22. President and CEO Gavin Michael highlighted the company’s “initial activations with o...

TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
3Q22 Record Revenue; Significant International Launches Coming and 2x Launch Rate Expected in 2023
Update Note · 08 Nov 2022

Virgin Orbit reported record revenue of $31 million in 3Q22. CEO Dan Hart highlighted the company’s international business ramp, particularly the upcoming launch in Cornwall for the UK. The company has had a 100% mission success for its first 18 months of operation, including the right orbits for...

TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
Acquiring Apex Crypto, Turnkey Crypto Investing Platform, to Drive Additional Scale
Update Note · 03 Nov 2022

Bakkt announced the acquisition of turnkey crypto investing platform Apex Crypto. Apex Crypto serves more than 30 fintech firms, allowing crypto execution, clearing, custody, cost basis, and tax services in more than 30 tokens for five million accounts, with more than $11 billion in notional valu...