Analyst
Northland Capital Markets
Equibles does not estimate personal net worth.
Michael Latimore is recorded as Analyst at Northland Capital Markets. Michael Latimore has spoken on 7 earnings calls and 1 other investor event across 7 companies, most recently for Ondas Inc. on August 13, 2026. Those appearances were for Palladyne AI Corp. (PDYN), Ondas Inc. (ONDS), Evolv Technologies Holdings, Inc. (EVLV), Swarmer, Inc (SWMR), Satellogic Inc. (SATL) and 2 other companies. The companies whose calls Michael Latimore spoke on are classified in the Technology and Industrials sectors.
“So on the – just on the supply chain, you know, how is the health of the supply chain? Are there any constraints you're seeing in any categories?”
“How many Gen 1 customers do you expect to upgrade this year? And then on the price change, what is the magnitude to the change you're seeing? Is it across the board, all products, all verticals?”
“You know, as you ramp over time, I assume this is a software kind of model, so we should think of gross margins being, you know, 70% plus as you scale over time.”
“I guess I first wanted to touch on Alice Observer. Can you give a little more detail there? Maybe, you know, how many customers have signed up for that? You know, what are sales cycles like?”
“Is this related to UAVs or multi-domain? Any particular end programs you're dealing with?”
Northland Capital Markets
Analyst
Source not stated
PDYN
Software - Infrastructure · Technology
ONDS
Communication Equipment · Technology
Security & Protection Services · Industrials
SWMR
Software - Infrastructure · Technology
SATL
Aerospace & Defense · Industrials
REKR
Software - Application · Technology
Information Technology Services · Technology
