Craig Irwin
Analyst
ROTH Capital
Equibles does not estimate personal net worth.
About Craig Irwin
Craig Irwin is recorded as Analyst at ROTH Capital. Craig Irwin has spoken on 9 earnings calls across 6 companies, most recently for Unusual Machines, Inc. on November 5, 2026. Those appearances were for Unusual Machines, Inc. (UMAC), Electrovaya Inc. (ELVA), Green Plains Inc. (GPRE), SES AI Corp (SES), EVgo Inc. (EVGO) and 1 other company. The companies whose calls Craig Irwin spoke on are classified in the Technology, Industrials, Basic Materials and Consumer Cyclical sectors.
Craig Irwin on recent calls
“Alan, most of my questions have been answered, but the one that's outstanding that we've been getting from investors is your supply position at NEROS. So they obviously performed incredibly well at Gauntlet 2 and booked themselves a $100 million order.”
“And, Saraj, I apologize if you've already visited this, but there have been a lot of questions since the Amazon agreement was announced about how you would account for the two different tranches of options, the options that vest immediately and the options that vest over several years.”
“So I wanted to ask about Molecular Universe. Shishal, you're clearly excited about this as a longer-term opportunity and the potential for both revenue and IP out of the library that you've developed.”
“So, Alan, it's rare for a growth company to have a double in revenue and for margins to hang in there.”
“The first question I have is about backlog, right? So in your press release, there's a boilerplate section about forward-looking statements where you talk about backlog being approximately 100 to 125.”
Affiliation history
-
ROTH Capital
Analyst
Transcript header (unverified)
Current
Company network
ELVA
Electrical Equipment & Parts · Industrials
GPRE
Chemicals · Basic Materials
SES
Auto Parts · Consumer Cyclical
EVGO
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical