Kevin Cassidy

Coverage

Companies whose earnings calls Kevin Cassidy asked questions on (from Lician's transcripts).

• NVTSNavitas Semiconductor Corp
• OUSTOuster, Inc.

Questions on earnings calls

1. NVTS earnings call · Navitas Semiconductor CorpNov 3, 2026 · 1 question
   • 38:15

     “And I'll echo the congratulations on the steady progress. In the IBI market, that's a new market. How early on in the... XPU or GPU design do you have to be to define the IVR? Do you have to work with them as they're designing the XPU? So it's a very good question, Kevin. Thank…”

2. OUST earnings call · Ouster, Inc.Nov 3, 2026 · 1 question
   • 30:19

     “This is Maddie calling on behalf of Kevin. Is there any more color you could provide on the LiDAR product mix in the quarter and going forward? between Rev. 8 and Rev. 7 and then also just whether the two carry similar gross margins? I'll start with that. So when you think about…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

Rosenblatt Securities rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Kevin Cassidy. We do not use licensed rating databases.