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Q3 '25 Earnings Preview

Peraso (PRSO) reports Q3 ’25 results on Monday, November 10, after the market closes. Between a large non-recurring engineering deal secured early in the quarter and continued momentum with network equipment suppliers targeting the fixed wireless access (FWA) market, we think visibility into the company’s Q3 performance is relatively high.

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Peraso Inc. (PRSO)Kevin LiuNovember 5, 2025Semiconductors, Fixed Wireless Access, memory, mmWave
LD Micro Meeting Takeaways

We met with DHI Group’s (DHX) CEO Art Zeile at the LD Micro Main Event Investor Conference last week. Top of mind for us was the impact of the government shutdown on ClearanceJobs.

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DHI Group (DHX)Kevin LiuOctober 27, 2025Dice, ClearanceJobs, Online Recruiting, IT Staffing, Career Marketplace
Mobix Labs Announces All-Cash Offer for Peraso

Yesterday morning, Mobix Labs (MOBX) pressed forward in its quest to acquire Peraso (PRSO), proposing to acquire the company for $1.30 per share in an all-cash transaction.

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Peraso Inc. (PRSO)Kevin LiuOctober 7, 2025mmWave, Mobix, Semiconductors
Mobix Labs Announces Intention to Commence Hostile Tender Offer for Peraso

In its latest salvo to buy Peraso (PRSO), Mobix Labs (MOBX) formally announced plans to commence a hostile exchange offer to acquire all outstanding shares of Peraso.

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Peraso Inc. (PRSO)Kevin LiuSeptember 16, 2025mmWave, Semiconductors, Mobix, Fixed Wireless Access
Mobix Labs Sweetens Offer to Acquire Peraso

Last Friday, Mobix Labs (MOBX) announced that the company has “enhanced its proposal to acquire Peraso (PRSO) by adding a cash component to its original all-stock offer.”

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Peraso Inc. (PRSO)Kevin LiuSeptember 8, 2025Mobix, Semiconductors, mmWave
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