Software - Application · Technology
Jacob Steffen
Analyst
Lake Street Capital Markets
Equibles does not estimate personal net worth.
About Jacob Steffen
Jacob Steffen is recorded as Analyst at Lake Street Capital Markets. Jacob Steffen has spoken on 8 earnings calls across 7 companies, most recently for Heritage Global Inc. on August 13, 2026. Those appearances were for Research Solutions, Inc. (RSSS), Heritage Global Inc. (HGBL), Dave Inc. (DAVE), Opera Ltd (OPRA), GPGI, Inc. (GPGI) and 2 other companies. The companies whose calls Jacob Steffen spoke on are classified in the Technology, Financial Services, Communication Services and Industrials sectors.
Jacob Steffen on recent calls
“Maybe just first, kind of focusing on, you know, the two businesses that were recently acquired and maybe, you know, touching on how they kind of fit together. I'm wondering if you could talk about, you know, Dead X's performance relative to Q1.”
“Maybe just touching on the B2C side then, I know we're kind of entering a seasonal slowdown kind of on just as students are, you know, leaving class and everything.”
“I want to ask a little bit on dormant reactivation. You guys kind of talked about that being one of the drivers of the MTM growth this quarter. But can you help us kind of, you know, piece out what's driving the reactivation, cash AI or, you know, re-engagement marketing?”
“Maybe just to start off for me, I'll ask on the MCP. This kind of positions you as kind of the central call point for several AI tools, but do you think that this kind of risks cannibalizing any of the Opera Neon subscriptions or economics, or is this kind of a complementary funnel?”
“Maybe just to start out, you know, obviously margins, gross margins have improved pretty significantly. at Compo. I'm wondering, you know, what kind of opportunity you're seeing at Husky?”
Affiliation history
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Lake Street Capital Markets
Analyst
Transcript header (unverified)
Current
Company network
HGBL
Capital Markets · Financial Services
DAVE
Software - Application · Technology
OPRA
Internet Content & Information · Communication Services
GPGI
Metal Fabrication · Industrials
CDLX
Advertising Agencies · Communication Services
Building Products & Equipment · Industrials