Analyst
ROTH Capital
Equibles does not estimate personal net worth.
Suji (Tsuji) De Silva is recorded as Analyst at ROTH Capital. Suji (Tsuji) De Silva has spoken on 10 earnings calls and 1 other investor event across 8 companies, most recently for Ceva Inc on November 9, 2026. Those appearances were for Rocket Lab Corp (RKLB), Intuitive Machines, Inc. (LUNR), Ceva Inc (CEVA), Einride AB (ENRD), Firefly Aerospace Inc. (FLY) and 3 other companies. The companies whose calls Suji (Tsuji) De Silva spoke on are classified in the Industrials and Technology sectors.
“On the 4Q licensing versus 3Q, I know there's a large deal signing moving into 4Q. Can you give us a sense of that magnitude of the impact there? And then the run rate into 27, what's the normalized rate through the movement of that deal?”
“Just curious, I don't know if you talked, Pete, about the pipeline, but I mean, I'd imagine with all the backlog conversion, unclear what could be happening with the pipeline, but I'm sure there's a lot of opportunity ahead of you.”
“I'm just trying to dig into the land terrorist opportunity now within intuitive machines. The demand for agile spacecraft sounds very comprehensible in the government defense world.”
“And so what framework should we think about in terms of SAM or TAM? Obviously, we're early in penetration, but that would be a helpful conversation.”
“Apologies for any background noise here. But you talked about NASA wanting to push the cadence of lunar missions. I'm curious how you think about Firefly's ability to support an accelerated cadence of lunar missions versus what you've currently talked about.”
ROTH Capital
Analyst
Transcript header (unverified)
RKLB
Aerospace & Defense · Industrials
CEVA
Semiconductors · Technology
ENRD
Software - Application · Technology
PXLW
Semiconductors · Technology
