OSPN
Software - Infrastructure · Technology
Analyst
Sidoti
Equibles does not estimate personal net worth.
Anya Soderstrom is recorded as Analyst at Sidoti. Anya Soderstrom has spoken on 8 earnings calls across 7 companies, most recently for Richardson Electronics, Ltd. on October 8, 2026. Those appearances were for OneSpan Inc. (OSPN), Richardson Electronics, Ltd. (RELL), Unisys Corp (UIS), Benchmark Electronics Inc (BHE), Kimball Electronics, Inc. (KE) and 2 other companies. The companies whose calls Anya Soderstrom spoke on are classified in the Technology and Industrials sectors.
“And then within PMT, how much of that revenue is from the Semiconductor Wapos app? And what do you see in terms of that growing sequentially? What's your visibility for the second quarter there?”
“Most of them have been addressed already. But I'm just curious in terms of M&A. You've been quite acquisitive over the past couple of years. What's your appetite for more acquisitions and what would you be looking for?”
“So I'm just curious with the license renewals, have you seen any changes there in the duration of those?”
“So with expansions in Penang and Thailand, how much revenue is that expected to support and what's the margin profile there and what are you expected to support?”
“Hi, and thank you for taking my questions, and congrats on the performance here in the quarter. And I'm just curious, you're talking about the meaningful growth in the CMO business, but how dependent are you on your logos to drive that growth?”
Sidoti
Analyst
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OSPN
Software - Infrastructure · Technology
UIS
Information Technology Services · Technology
Electrical Equipment & Parts · Industrials
PLXS
Electronic Components · Technology