Analyst
John Roy, PhD
Managing DirectorCompanies
AEye, Inc.
AdTheorent Holding Company, Inc.
Amaero International Ltd.
Bakkt Holdings, Inc.
Cambium Networks Corp.
Cisco Systems Inc.
CoinShares International Ltd.
Cvent Holding Corp.
Extreme Networks, Inc.
Infinera Corp.
ProStar Holdings, Inc.
Virgin Orbit, Inc.
All Sectors Covered
Cannabis
Chemicals & Materials Technology
ClimateTech & Sustainable Investing
Consumer Discretionary
Consumer Hardlines
Emerging Growth & Special Situations
Healthcare & Healthcare Services
Natural Resources
Recent Sector Insights
TECHNOLOGY
AdTheorent Holding Company, Inc. (NASDAQ: ADTH)
CEO Highlights Growth Opportunities for 2023 Using Its Privacy-Forward ML
Management Series · 22 Mar 2023
On March 15, WTR held a fireside chat with AdTheorent CEO Jim Lawson. The conversation can be accessed on demand.
TECHNOLOGY
Tech Talk: Digital Transformation
Industry Report · 22 Mar 2023
The digital transformation services market is big, at more than $2 trillion this year, and growing at a 23% CAGR. According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations must become significantly more digitized.
TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
Company Pausing as It Looks for Strategic Partners
Update Note · 16 Mar 2023
Last night, after the market closed, Virgin Orbit announced it was pausing for a week. In the 8-K filing, the company said, “on March 15, 2023, Virgin Orbit Holdings, Inc. (the “Company”) announced a Company-wide operational pause beginning on March 16, 2023, in order to conserve capital while th...
TECHNOLOGY
AEye, Inc. (NASDAQ: LIDR)
New CEO Looking to Leverage Continental and Other Partners for 4Sight Rollouts
Update Note · 16 Mar 2023
CEO Matt Fisch’s first earnings call announced revenue of $1.1 million in 4Q22, in line with quarterly expectations. CFO Bob Brown announced that he is leaving the company effective March 31. Fisch said the company is “in the process of developing a strategic plan and timeline that builds on [o...
TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
CFO Highlights Balancing Revenue Growth Opportunities with Prudent Expense Management in 2023
Management Series · 15 Mar 2023
On March 14, WTR held a fireside chat with Bakkt CFO Karen Alexander. The conversation can be accessed on demand.
TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
14% Y/Y Revenue Growth in 4Q22 in a Tough Market; Guiding 15-30% Revenue Growth in 2023
Update Note · 10 Mar 2023
4Q22 revenue grew 14% Y/Y in a tough market. Transacting accounts grew 11% Y/Y and digital asset conversion volumes were up 19%. Opex, excluding goodwill and intangible assts impairments, was $73.2 million.
TECHNOLOGY
AdTheorent Holding Company, Inc. (NASDAQ: ADTH)
Fireside Chat: CEO Jim Lawson March 15, 2023, at 11:00 am ET
Fireside Chat Invitation · 09 Mar 2023
Please join us for a conversation with AdTheorent CEO Jim Lawson on Wednesday, March 15, 2023, at 11:00 am ET to discuss key highlights from AdTheorent’s first year as a public company and the company’s 2023 strategic priorities.
TECHNOLOGY
AdTheorent Holding Company, Inc. (NASDAQ: ADTH)
4Q22 Outperformance in a Tough Ad Market; Guides Growth in 2023
Update Note · 03 Mar 2023
4Q22 revenue of $51.8 million above high end of guidance of $50.7 million. Despite the challenging market conditions, AdTheorent was able to keep adjusted gross profit roughly flat at 65%, down less than 1%. The company (which has no debt) generated more cash, as a percentage of AGP, than in 2021...
TECHNOLOGY
Bakkt Holdings, Inc. (NYSE: BKKT)
Fireside Chat: CFO Karen Alexander to Discuss Earnings, March 14, 2023, 1:00 pm ET
Fireside Chat Invitation · 22 Feb 2023
Please join us for a conversation with Bakkt CFO Karen Alexander on Tuesday, March 14, 2023, at 1:00 pm ET to discuss the company’s 4Q22 and full-year 2022 results.