CCA internal logistics + meeting prep

ALGM / MDA Visit

One page for flights, calendar-confirmed meetings, attendee context, open logistics, and company prep links for the Allegro MicroSystems on-site and MDA Space intro call.

OutboundAA5802 PHL → MHT
On-siteALGM HQ, 2:00 PM ET
TeamsMDA Space, 4:00 PM ET
ReturnAA1147 BOS → PHL

Schedule

8:30 AM - 10:07 AM ET
American AA5802 | PHL to MHT
PM instruction: buy this outbound. Manchester gets you closest to the NH meetings.
11:00 AM ET
Salem, NH meeting
Email-only reference from Derek Johnston. Not found as a dedicated Outlook calendar event; company, host, and address still need confirmation.
2:00 PM - 3:00 PM ET
Allegro MicroSystems | Manchester HQ
955 Perimeter Rd, Manchester, NH 03103. Calendar room: Conference NH Executive.
After ALGM
Andover hotel / Zoom base
PM note: hotel in Andover, roughly 45 minutes; use hotel for Zoom if needed, then Uber to Logan.
4:00 PM - 4:45 PM ET
MDA Space intro | Teams
Teams details live in Outlook. Call is with Guillaume Lavoie after Q1 results; Mike Greenley not expected on first call.
7:04 PM - 8:40 PM ET
American AA1147 | BOS to PHL
Recommended return based on PM note, with Boston departure after the Andover/Zoom leg.

Calendar-Confirmed Meetings

Allegro MicroSystems | ALGM

When: Tue May 19, 2026, 2:00-3:00 PM ET

Where: 955 Perimeter Rd, Manchester, NH 03103; Conference NH Executive

Format: On-site for John/Derek; Jalene joining by Teams. Parking/check-in guidance expected from Vanessa Medeiros.

Mike Doogue, CEODerek D'Antilio, CFOJalene Hoover, VP IRVanessa Medeiros, EADerek Johnston, PM

MDA Space | MDA CN

When: Tue May 19, 2026, 4:00-4:45 PM ET

Where: Microsoft Teams; join link in Outlook event

Format: Intro call after Q1 results. Jim Floros indicated Guillaume is the starting point because Mike's post-earnings schedule is tight.

Guillaume LavoieJim FlorosToni AntunesJohn Schipper

Company Prep

ALGM | Allegro MicroSystems

Meeting angle: Validate whether the Analyst Day reset is a real mix/operating leverage story or a cyclical semiconductor recovery dressed up as secular content growth.

Key setup: Magnetic sensing and power ICs, roughly 70% auto / 30% industrial. Management is leaning into xEV, ADAS, AI data center, robotics, TMR current sensing, isolated gate drivers, China-for-China localization, and a 55%+ gross-margin recovery path.

Open ALGM dashboard Analyst Day deck Analyst Day replay

MDA Space | MDA CN

Meeting angle: Test whether MDA has crossed from niche supplier to execution-capable prime, and whether backlog conversion plus 49North/defense demand can support the premium setup.

Pods: Existing /dash artifacts include the MDA Space heritage/growth podcast and the backlog bull-bear podcast, plus four NotebookLM infographics.

Open MDA dashboard

Latest Sellside Pulled Into Prep

ALGM | May 2026 Research Pulse

DateBrokerRead
May 8Evercore1Q26 beat and in-line guide; data center revenue ramping.
May 7JefferiesData center breakout offsets auto seasonality.
May 7NeedhamData center set another quarterly record; humanoid robot shipments expected to begin this year.
May 7Barclays / UBS / Mizuho / TD CowenSecular story intact, but the guide and recent run-up put pressure on proof points.
May 4Morgan StanleyEarnings preview and supply-chain read-through.

MDA | May 2026 Research Pulse

DateBrokerRead
May 13J.P. MorganDemand pipeline still encouraging; 2026 framed as an execution year.
May 10JefferiesPositive Q1 reaction with a “higher orbit” framing.
May 8Morgan Stanley / RBCGuidance de-risked; focus shifts to 2H bookings and defense opportunities.
May 7BMO / Canaccord / J.P. MorganQ1 beat, satellite strength, and close attention to pipeline conversion.

Suggested ALGM Questions

  1. Data center broke out in recent sellside work. What has changed in customer breadth, design pipeline, and content per rack versus the fan-driver base?
  2. How much of auto growth is true content expansion versus recovery from abnormal inventory correction?
  3. Where is ALGM actually differentiated in China when local competitors can meet enough of the spec?
  4. For robotics, what is in production in 2026 versus design-win option value, and how much content is sensor versus power?
  5. What evidence should investors track to underwrite 55%+ gross margin: utilization, mix, pricing, product cost, or industrial content?
  6. How should we think about Sanken as an ownership overhang and possible future buyback/placement catalyst?

Suggested MDA Questions

  1. What are the most important 2026 proof points that backlog converts into revenue and cash rather than just headline bookings?
  2. How concentrated is near-term execution risk around Globalstar, Lightspeed, and a few large programs?
  3. What factory throughput, hiring, or supplier constraints could cap satellite production as volumes ramp?
  4. How much of 49North is incremental growth versus a strategic necessity to stay relevant in sovereign defense demand?
  5. What are investors underestimating about CHORUS and geointelligence data monetization?
  6. What would need to be true for MDA to be viewed as a repeat prime contractor, not a one-cycle beneficiary?

Open Items

confirm

11am Salem meeting

Outlook confirms Derek wrote “We have an 11am meeting in Salem, NH,” but the invite was not found. Confirm company, host, and address before travel.

confirm

ALGM arrival details

Vanessa Medeiros was looped to provide parking, check-in, and escort details. Watch email before departure.

ready

Return path

After the Andover hotel Zoom, Uber to BOS and take AA1147 at 7:04pm. Keep Delta 8:35pm as expensive backup only.

Email / Calendar Evidence

SourceUseful DetailImplication
ALGM Outlook invite2:00-3:00 PM ET, Manchester HQ, CEO/CFO/IR attendees.High-quality on-site management meeting; travel day should be built around this.
Jalene Hoover emailJalene joining via Teams; Kelly out; Vanessa to guide parking/check-in/escort.Monitor for a final logistics email from Vanessa.
Derek Johnston emailJohn and Derek have an 11am meeting in Salem, then work toward ALGM.Unresolved calendar gap; do not assume the company without confirmation.
MDA scheduling thread4pm ET selected for Teams call with Guillaume after Q1 results.Use MDA dashboard and questions as prep; meeting is intro/execution proof, not full CEO session.
Prepared May 15, 2026 from Outlook Calendar, Outlook Email, local CCA research folders, and /dash artifacts. Teams links and passcodes intentionally remain in Outlook.