EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Tech: AI innovations, market disruptions and emerging opportunities

Technology

Sales Pulse Research

The themes SPR will be focusing on in 2025 include 1) AI related: (a) AI applications move to the edge - benefitting the likes of Ciena, Arista and Crown Castle. (b) AI networking transition to ethernet vs. InfiniBand, benefitting Arista, Cisco, Juniper and Extreme. (c) AI use cases that are delivering strong ROI vs. others that are not, despite strong sales efforts by vendors - impacting renewals for Salesforce, ServiceNow, and others. 2) In cyber security, areas of growing priority include SOC automation and Next Generation SIEM. 3) More vendors bypass distribution and sell via the CSP marketplace or direct, negatively impacting large distributors. 4) BEAD - despite delays, this program will drive meaningful revenue. 5) Vendors benefitting from the rapid growth in DevOps / DevSecOp.

Edition: 202

- 10 January, 2025


QuidelOrtho (QDEL) & Extreme Networks (EXTR)

Healthcare & Technology

Alumbra Research

Alumbra Research specialises in identifying high conviction short selling opportunities with clear near-term catalysts and longer-term structural issues. Recent successful calls include:

QDEL - share price collapsed 32% on 14th Feb after the company reported disappointing 4Q23 results citing weaker than expected Covid / flu-related revenues. Tim Rickert had previously raised concerns that consensus revenue / EBITDA growth expectations appeared overly optimistic considering the likely non-recurring benefits from normalising excess backlog, settlement gains and government-contract revenue during the first nine months of FY23.

EXTR - share price dropped 27% last month after management issued a profit warning citing weaker than expected revenue in the quarter, before later significantly reducing its FY24 revenue guidance as well. Derek Aherne had been flagging EXTR’s declining backlog coverage (which the firm had recently stopped disclosing) and excess channel inventories (e.g. DSO at EXTR’s top distributor had increased to 94 days (1Q24) vs. 69 days (1Q22)).

Edition: 180

- 23 February, 2024