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ROTH Capital Partners to Host Technology Virtual Event November 11-12, 2020
[November 10, 2020]

ROTH Capital Partners to Host Technology Virtual Event November 11-12, 2020


ROTH Capital Partners (ROTH), www.roth.com, a full service investment bank focused on serving emerging growth companies and their investors, today announced it will host its Technology virtual event Wednesday and Thursday, November 11 & 12, 2020.

ROTH continues to be dedicated to the welfare and safety of our clients and employees. With this in mind, this year's event will consist of virtual thematic industry panels with select companies and 1-on-1 / small group meetings. The participating companies are available to present their investment thesis, strategies, achievements to date and upcoming milestones and catalysts.

This format will provide investors the opportunity to hear from and virtually meet with executive management from approximately 50 public companies in a variety of technology sub-sectors including: Internet, Media & Enabling Technologies; Semiconductors & IT Hardware; Software; Wireless & IoT and Communications. Meetings will consist of 40-minute management-investor video meetings to provide our clients with extensive interaction with executive management to gain in-depth insights into each company.

In addition to one-on-one/small group meetings with company senior executives, ROTH Technology Senior Research Analysts Darren Aftahi, Richard Baldry, CFA, Suji Desilva, CFA, and Scott Searle, CFA will host the following thematic panels:

Wednesday - November 11th - 2020

7:00am - 8:00am PT IoT "Touchless" Voice in COVID Era Panel
Moderated by Suji Desilva, CFA

1:15pm - 2:15pm PT CBRS enables the next gen of connectivity and private networks
Moderated by Scott Searle, CFA

Thursday - November 12th - 2020

7:00am - 8:00am PT Digital Transformation in the Pandemic and Post-Pandemic Era Panel
Moderated by Darren Aftahi

1:15pm - 2:15pm PT e-Health: COVID Digital Dynamics - Distortions & Drivers
Moderated by Richard K. Baldry, CFA

"In our semiconductor coverage universe, we have a segment of companies focused on the growing IoT endpoint market. In this market, one of the key features is voice as a user interface (Voice UI). Always-on voice features represent the next evolution of user interface, as seen with the success of Amazon's Alexa the last few years. However, making always-on Voice UI available in battery-powered mobile devices such as smartphones and headsets is a technical challenge that our panel companies are addressing. We also believe the recent experience with COVID-related challenges can further catalyze the move by device designers to emphasize "touchless" features such as Voice UI. Our panel companies represent a set of leading vendors of digital signal processor (DSP), sensor processor and voice processing semiconductors which are vital for various IoT audio, imaging and connectivity functions. We believe the low-power, feature-rich technology provided by these companies is helping enable always-on Voice UI features in high-volume consumer devices such as Bluetooth headsets, smart speakers and smartphones," commented Suji Desilva, CFA.

"Over the past year, FCC actions have been transformative as valuable mid-band spectrum has filtered to market. Auctions, re-appropriations and re-farming have made 100's of MHz of spectrum available to the market including unlicensed and shared spectrum initiatives. CBRS has arguably been the most prominent auction and re-appropriation with 80MHz allocated for spectrum sharing applications. This drives another wave of broadband connectivity among mobile operators, MSOs, WISPs and enterprises to bridge the digital divide as well as enable next generation of neutral host and private network models. While investors tend to focus on the air interface, it is LTE today and 5G tomorrow, the technology is only as good as its spectrum. All told, we believe that CBRS will foster another investment cycle that will translate to billions of dollars in new services for access, private networks and neutral host services over the next decade," said Scott Searle, CFA.

"The Covid-19 pandemic has been a global wakeup call for many businesses, which has prompted quick shifts in strategy, especially as it pertains to "digital". Some of these shifts may be short-term in nature, while others may become more permanent. What is clear is that Covid has accelerated shifts in consumer behavior, dramatically. This shift has brought about accelerants never seen before, and as a byproduct, the need for technologies, platforms, services and software, that help with efficiency and personalization, among so many other aspects. We believe our panel entitled "Digital Transformation in the Pandemic and Post-Pandemic Era" is a timely discussion of thought leaders spanning diverse technology backgrounds on just this shift. Furthermore, the twelve companies we will be hosting at this event are categorically broad reaching across digital sectors, including: artificial intelligence, mobile gaming, e-commerce, OTT streaming, education, real-estate tech, IOT and security, digital advertising, and apps monetization and discovery, which should give investors plenty of great businesses and thematic ideas to choose from," commented Darren Aftahi.

"The healthcare market has been slower to adopt cloud-based solutions and services than many other enterprise sectors. Near-term COVID-related pressures have dramatically altered the healthcare market as governments and service providers grappled with how to balance the need to deliver healthcare services with the need to keep patients and practitioners as safe as practical. We believe that COVID will likely result in more rapid adoption of cloud-enabled services than prior, however the timing of any adoption acceleration will likely vary by service specialty. Our "e-Health: COVID Digital Dynamics - Distortions and Drivers" panel should prove timely given rapidly changing macro conditions. Our CEO panel of research-covered e-health companies represent emerging leaders addressing areas such as cloud-enabled logistics & compliance in regenerative medicine, pharmaceutical marketing & physician education and e-billing & electronic health records. We believe the rapid growth rates of the panel companies, both organic and inorganic, attest to the early stages of development within and rapid evolution of, their respective end-markets," said Richard Baldry, CFA.

Since 2014, ROTH has been involved in approximately 165 transactions for its clients, with total transaction value of over $9 Billion. (Source (News - Alert): ROTH Capital Partners | 11/09/2020)

The 1-on-1 portion of this event is for institutional clients of ROTH and is by invitation only. For more information and panel registration, please see www.roth.com/techvirtual, or contact your ROTH sales representative at (949) 720-5700 or e-mail: [email protected].

Agenda (All Times are in Pacific Time (PT) )





 

Wednesday | November 11, 2020

 

6:15AM - 7:00AM

1-on-1 / Small Group Meetings

 

7:00AM - 8:00AM

Panel: IoT "Touchless" Voice in COVID Era

 

 

8:00AM - 1:15PM

1-on-1 / Small Group Meetings

 

 

1:15PM - 2:15PM

Panel: CBRS enables the next gen of connectivity and private networks

 

 

2:15PM - 3:00PM

1-on-1 / Small Group Meetings

 

 

 

 

 

Thursday | November 12, 2020

 

 

6:15AM - 7:00AM

1-on-1 / Small Group Meetings

 

 

7:00AM - 8:00AM

Panel: Digital Transformation in the Pandemic and Post-Pandemic Era

 

 

8:00AM - 1:15PM

1-on-1 / Small Group Meetings

 

 

1:15PM - 2:15PM

Panel: e-Health: COVID Digital Dynamics - Distortions & Drivers

 

 

2:15PM - 3:00PM

1-on-1 / Small Group Meetings

 


Participating Companies

ACM Research, Inc. (ACMR)

Akoustis Technologies, Inc. (AKTS)

Alarm.com Holdings, Inc. (ALRM)

Anterix (ATEX)

Aspen Group, Inc. (ASPU)

Asure Software, Inc. (ASUR)

Boingo Wireless (WIFI)

Cambium Networks Corp. (CMBM)

CarParts.com, Inc. (PRTS)

CEVA, Inc. (News - Alert) (CEVA)

Cryoport, Inc. (CYRX)

Digi International Inc. (DGII)

Digital Turbine, Inc. (APPS)

DSP Group, Inc. (DSPG)

eGain Corporation (EGAN)

Energous Corporation (WATT)

Fathom Holdings Inc. (FTHM)

Five9 (News - Alert), Inc. (FIVN)

fuboTV Inc. (FUBO)

Glu Mobile Inc. (GLUU)

Gogo Inc. (GOGO)

IDEX Biometrics ASA (IDXAF)

Impinj, Inc. (PI)

Inspired Entertainment, Inc. (INSE)

InterDigital, Inc. (IDCC)

Inuvo, Inc. (INUV)

Knowles Corporation (KN)

Life360, Inc. (LIFX)

MagnaChip Semiconductor Corp. (MX)

MaxLinear, Inc. (MXL)

Mohawk Group Holdings, Inc. (MWK)

MTBC, Inc. (MTBC)

Netlist, Inc. (NLST)

NV5 Global, Inc. (NVEE)

One Stop Systems, Inc. (OSS)

OptimizeRx Corp. (OPRX)

Pixelworks, Inc. (PXLW)

PowerFleet, Inc. (PWFL)

Quhuo Limited (QH)

QuickLogic Corporation (QUIK)

Remark Holdings, Inc. (MARK)

Rimini Street, Inc. (RMNI)

Sangoma Technologies Corp. (TSXV:STC)

Sequans Communications S.A. (SQNS)

ShotSpotter, Inc. (SSTI)

Silicon Motion Technology (News - Alert) Corp. (SIMO)

SiTime Corporation (SITM)

Smith Micro Software, Inc. (SMSI)

Synchronoss Technologies, Inc. (SNCR)

The Hackett Group, Inc. (HCKT)

TransAct Technologies (News - Alert) Incorporated (TACT)

Veritone, Inc. (VERI)

VirTra, Inc. (VTSI)

*Invited Companies. Subject to Change | As of 11.09.2020

Event Sponsors:
Lowenstein Sandler

About Roth Capital Partners, LLC:

ROTH Capital Partners, LLC (ROTH), is a relationship-driven investment bank focused on serving emerging growth companies and their investors. As a full-service investment bank, ROTH provides capital raising, M&A advisory, analytical research, trading, market-making services and corporate access. Headquartered in Newport Beach, CA, ROTH is privately-held and employee owned, and maintains offices throughout the U.S. For more information on ROTH, please visit www.roth.com.


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