Greg Conrad
Analyst
Jefferies
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About Greg Conrad
Greg Conrad is recorded as Analyst at Jefferies. Greg Conrad has spoken on 8 earnings calls across 3 companies, most recently for Virgin Galactic Holdings, Inc on May 14, 2026. Those appearances were for Virgin Galactic Holdings, Inc (SPCE), AeroVironment Inc (AVAV) and Palladyne AI Corp. (PDYN). The companies whose calls Greg Conrad spoke on are classified in the Industrials and Technology sectors.
Greg Conrad on recent calls
“And then I think, you know, in terms of, like, the new sales at $750K, I think you thought about maybe that coming in mid-2028, if I heard correctly.”
“Maybe just to go back to a couple of things that you talked about, just on the Swarm OS, I mean, you talked about that being on, you know, four platforms and kind of laid out the crawl, walk scenario for the next two years.”
“To continue with the last question, just to verify, I think you talked about the next mothership. Did you say 2030 and then I think in the past you talked about an expanded fleet scenario?”
“I think you announced that you got two more Badger units in the quarter. Can you just remind us, you know, how you're thinking about the current schedule SCAR and maybe how that contributes to the expected ramp for that program.”
“Maybe just to start, I mean, you mentioned opening the first tranche of sales in Q1 2026. Any other initial observations on size of that tranche or how you're thinking about flight price on reopening?”
Affiliation history
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Jefferies
Analyst
Transcript header (unverified)
Current
Company network
AeroVironment Inc
AVAV
Aerospace & Defense · Industrials
2 appearances
Latest appearance 2025-12-09
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Palladyne AI Corp.
PDYN
Software - Infrastructure · Technology
1 appearance
Latest appearance 2026-05-05
View calls and events