{ "cutoff": "2026-10-05", "imported_ledger_cutoff": "2026-09-28", "scope": "35 companies; official coverage audit plus dated call participants and selected questions; unresolved coverage retained explicitly", "ledger": [ { "id": "QA001", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2026Q3", "quarter": "FY2026 Q3", "date": "November 19, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Timothy Arcuri", "respondent": "Jensen Huang", "ask": "Which constraint could limit growth most?", "management_answer": "Management identified upstream supply and downstream sites, power and financing; no bottleneck ranking.", "status": "partially answered", "follow_up": "Relative constraint severity.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 638", "raw_name": "Timothy Arcuri", "analyst": "Timothy Arcuri", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "UBS", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA002", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2026Q3", "quarter": "FY2026 Q3", "date": "November 19, 2025", "event": "Quarterly results call", "theme": "Power economics", "questioner": "Vivek Arya", "respondent": "Jensen Huang", "ask": "What power and content assumptions underpin growth?", "management_answer": "Management tied rising platform content to generational efficiency and fixed site power.", "status": "partially answered", "follow_up": "Assumptions behind the aggregate forecast.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 481", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F10", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA003", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2026Q4", "quarter": "FY2026 Q4", "date": "February 25, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Aaron Rakers", "respondent": "Jen-Hsun Huang", "ask": "Why sell Vera separately?", "management_answer": "Management described bandwidth-rich CPUs for preprocessing, tools and post-training.", "status": "answered", "follow_up": "Independent workload comparison remains needed.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 600", "raw_name": "Aaron Rakers", "analyst": "Aaron Rakers", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Wells Fargo", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA004", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2026Q4", "quarter": "FY2026 Q4", "date": "February 25, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "James Schneider", "respondent": "Jen-Hsun Huang", "ask": "Which applications drive the next demand wave?", "management_answer": "Management emphasized agentic coding, followed by physical AI.", "status": "answered", "follow_up": "Application adoption and capacity forecasts remain claims.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 641", "raw_name": "James Schneider", "analyst": "James Schneider", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA005", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2027Q1", "quarter": "FY2027 Q1", "date": "May 20, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Vivek Arya", "respondent": "Jen-Hsun Huang", "ask": "Do agentic CPUs replace GPU demand?", "management_answer": "Management described CPU harnesses and tools generating additional GPU inference; standalone demand was distinguished.", "status": "answered", "follow_up": "Fleet-specific CPU/GPU provisioning ratio.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 589", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA006", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2027Q1", "quarter": "FY2027 Q1", "date": "May 20, 2026", "event": "Quarterly results call", "theme": "Platform", "questioner": "Joseph Moore", "respondent": "Jen-Hsun Huang", "ask": "Why separate hyperscale from other customers?", "management_answer": "Management emphasized diverse customers needing integrated infrastructure.", "status": "answered", "follow_up": "Comparable segment deployment economics.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 384", "raw_name": "Joseph Moore", "analyst": "Joseph Moore", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Morgan Stanley", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA007", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2027Q2", "quarter": "FY2027 Q2", "date": "August 26, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "James Schneider", "respondent": "Jen-Hsun Huang", "ask": "Rank the most acute deployment constraints.", "management_answer": "Management described broad supply-chain pressure without ranking bottlenecks.", "status": "partially answered", "follow_up": "Constraint ranking and relief dates.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/2-quarter", "locator": "Q&A; question starts at captured source line 604", "raw_name": "James Schneider", "analyst": "James Schneider", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA008", "company": "NVIDIA", "ticker": "NVDA", "call_id": "NVDA_2027Q2", "quarter": "FY2027 Q2", "date": "August 26, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Christopher Muse", "respondent": "Jen-Hsun Huang", "ask": "How do agentic workloads and Groq affect inference position?", "management_answer": "Management promoted platform flexibility; Groq targets high interactivity with throughput/cost tradeoffs.", "status": "partially answered", "follow_up": "Quantified inference share.", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/2-quarter", "locator": "Q&A; question starts at captured source line 407", "raw_name": "Christopher Muse", "analyst": "C.J. Muse", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Cantor Fitzgerald", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA009", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2025Q3", "quarter": "FY2025 Q3", "date": "November 4, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Thomas O'Malley", "respondent": "Lisa Su", "ask": "Can components and power support deployment plans?", "management_answer": "Management described coordinated two-year planning with customers and suppliers.", "status": "partially answered", "follow_up": "Project-specific delivery assurances.", "url": "https://www.roic.ai/quote/AMD/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 405", "raw_name": "Thomas O'Malley", "analyst": "Tom O’Malley", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA010", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2025Q3", "quarter": "FY2025 Q3", "date": "November 4, 2025", "event": "Quarterly results call", "theme": "CPU", "questioner": "Joshua Buchalter", "respondent": "Lisa Su; Jean Hu", "ask": "Is server demand durable beyond seasonality?", "management_answer": "Management reported broadening hyperscaler CPU plans into 2026.", "status": "answered", "follow_up": "Attribution to agentic versus conventional workloads.", "url": "https://www.roic.ai/quote/AMD/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 427", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA011", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2025Q4", "quarter": "FY2025 Q4", "date": "February 3, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Joshua Buchalter", "respondent": "Lisa Su", "ask": "How does Instinct compete with specialized low-latency silicon?", "management_answer": "Management pointed to chiplet flexibility and workload optimization across inference stages.", "status": "partially answered", "follow_up": "Measured latency and cost comparison.", "url": "https://www.roic.ai/quote/AMD/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 634", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA012", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2025Q4", "quarter": "FY2025 Q4", "date": "February 3, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Vivek Arya", "respondent": "Lisa Su", "ask": "What China assumptions and data-center drivers support growth?", "management_answer": "Management limited modeled China sales and cited EPYC and accelerator ramps.", "status": "partially answered", "follow_up": "Complete growth bridge.", "url": "https://www.roic.ai/quote/AMD/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 463", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA013", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2026Q1", "quarter": "FY2026 Q1", "date": "May 5, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Thomas O'Malley", "respondent": "Lisa Su; Matthew Ramsay", "ask": "Can supply support CPU and GPU ramp cadence?", "management_answer": "Management acknowledged tightness but asserted support for planned growth and coordinated power visibility.", "status": "partially answered", "follow_up": "Committed deployment capacity beyond guidance.", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 385", "raw_name": "Thomas O'Malley", "analyst": "Tom O’Malley", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA014", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2026Q1", "quarter": "FY2026 Q1", "date": "May 5, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Joshua Buchalter", "respondent": "Lisa Su", "ask": "Why expand the CPU market outlook despite competition?", "management_answer": "Management attributed faster demand to agent orchestration and data processing.", "status": "partially answered", "follow_up": "Workload-level basis for market and share forecasts.", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 337", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA015", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2026Q2", "quarter": "FY2026 Q2", "date": "August 4, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Thomas O'Malley", "respondent": "Lisa Su", "ask": "When will accelerator revenue overtake CPUs?", "management_answer": "Management emphasized growth in both and the larger accelerator opportunity.", "status": "partially answered", "follow_up": "Crossover timing.", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 349", "raw_name": "Thomas O'Malley", "analyst": "Tom O’Malley", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA016", "company": "AMD", "ticker": "AMD", "call_id": "AMD_2026Q2", "quarter": "FY2026 Q2", "date": "August 4, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Timothy Arcuri", "respondent": "Lisa Su", "ask": "What drives the CPU/GPU growth cadence?", "management_answer": "Management linked added supply to CPU growth and a larger fourth-quarter Helios ramp.", "status": "partially answered", "follow_up": "Exact CPU/GPU contribution split.", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 390", "raw_name": "Timothy Arcuri", "analyst": "Timothy Arcuri", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "UBS", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA017", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2025Q3", "quarter": "FY2025 Q3", "date": "October 23, 2025", "event": "Quarterly results call", "theme": "Platform", "questioner": "Aaron Rakers", "respondent": "Lip-Bu Tan; John Pitzer", "ask": "How does NVIDIA collaboration fit inference plans?", "management_answer": "Management discussed NVLink connectivity and future inference products.", "status": "partially answered", "follow_up": "Detailed product integration.", "url": "https://www.roic.ai/quote/INTC/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 728", "raw_name": "Aaron Rakers", "analyst": "Aaron Rakers", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Wells Fargo", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA018", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2025Q3", "quarter": "FY2025 Q3", "date": "October 23, 2025", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Joseph Moore", "respondent": "Lip-Bu Tan; David Zinsner; John Pitzer", "ask": "How can customer commitments precede capacity investment?", "management_answer": "Management described engagement and reuse of existing footprint and equipment.", "status": "partially answered", "follow_up": "Binding commitments and qualified output.", "url": "https://www.roic.ai/quote/INTC/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 415", "raw_name": "Joseph Moore", "analyst": "Joseph Moore", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Morgan Stanley", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA019", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2025Q4", "quarter": "FY2025 Q4", "date": "January 22, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Vivek Arya", "respondent": "David Zinsner; Lip-Bu Tan", "ask": "Does unmet server demand migrate to competitors?", "management_answer": "Management framed demand as an x86 refresh and expected supply improvement.", "status": "partially answered", "follow_up": "Market sizing and share migration.", "url": "https://www.roic.ai/quote/INTC/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 648", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA020", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2025Q4", "quarter": "FY2025 Q4", "date": "January 22, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Ross Seymore", "respondent": "David Zinsner; Lip-Bu Tan; John Pitzer", "ask": "When will Intel loosen capacity spending?", "management_answer": "Management emphasized yield/throughput gains and customer-backed 14A capacity investment.", "status": "answered", "follow_up": "Contract details and achieved yields.", "url": "https://www.roic.ai/quote/INTC/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 382", "raw_name": "Ross Seymore", "analyst": "Ross Seymore", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA021", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2026Q1", "quarter": "FY2026 Q1", "date": "April 23, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Joshua Buchalter", "respondent": "David Zinsner; Lip-Bu Tan; John Pitzer", "ask": "How should agentic CPU demand be modeled?", "management_answer": "Management offered illustrative GPU/CPU ratios declining from training to agentic workloads.", "status": "answered", "follow_up": "Ratios are not a universal fleet sizing rule.", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 729", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA022", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2026Q1", "quarter": "FY2026 Q1", "date": "April 23, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Vivek Arya", "respondent": "Lip-Bu Tan; David Zinsner", "ask": "How does Intel compete with AMD and Arm?", "management_answer": "Management cited architecture optimization and foundry opportunities without a quantified share answer.", "status": "partially answered", "follow_up": "Comparable performance and market share.", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 571", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA023", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2026Q2", "quarter": "FY2026 Q2", "date": "July 23, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Benjamin Reitzes", "respondent": "David Zinsner; John Pitzer", "ask": "Does higher capex imply external foundry orders?", "management_answer": "Management described broad investment, packaging and long-term agreements.", "status": "partially answered", "follow_up": "Customer-specific commitments and allocation.", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 369", "raw_name": "Benjamin Reitzes", "analyst": "Ben Reitzes", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Melius", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA024", "company": "Intel", "ticker": "INTC", "call_id": "INTC_2026Q2", "quarter": "FY2026 Q2", "date": "July 23, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Vivek Arya", "respondent": "Lip-Bu Tan; David Zinsner; John Pitzer", "ask": "What supports external-foundry confidence and spending?", "management_answer": "Management cited process readiness and PDK milestones; engagement remained distinct from production.", "status": "partially answered", "follow_up": "Binding volume and capex split.", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 654", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA025", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q2", "quarter": "FY2026 Q2", "date": "November 5, 2025", "event": "Quarterly results call", "theme": "Inference", "questioner": "Sreekrishnan Sankarnarayanan", "respondent": "Rene Haas", "ask": "How does inference expansion affect Arm?", "management_answer": "Management described diverse inference architectures extending from cloud to edge.", "status": "answered", "follow_up": "Deployment mix remains unquantified.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 312", "raw_name": "Sreekrishnan Sankarnarayanan", "analyst": "Sreekrishnan Sankarnarayanan", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA026", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q2", "quarter": "FY2026 Q2", "date": "November 5, 2025", "event": "Quarterly results call", "theme": "Power economics", "questioner": "Sebastien Cyrus Naji", "respondent": "Rene Haas", "ask": "How is Arm positioned for new AI capacity?", "management_answer": "Management used power constraints to argue for Arm efficiency and adoption.", "status": "answered", "follow_up": "Efficiency assertions need workload normalization.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 145", "raw_name": "Sebastien Cyrus Naji", "analyst": "Sebastien Cyrus Naji", "skills": [ "F10", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA027", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q3", "quarter": "FY2026 Q3", "date": "February 4, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Timm Schulze-Melander", "respondent": "Rene Haas", "ask": "What do new memory technologies mean for Arm?", "management_answer": "Management described ongoing memory and power-efficiency research without a product schedule.", "status": "partially answered", "follow_up": "Specific technology and timing.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 555", "raw_name": "Timm Schulze-Melander", "analyst": "Timm Schulze-Melander", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA028", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q3", "quarter": "FY2026 Q3", "date": "February 4, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Joe Quatrochi", "respondent": "Rene Haas", "ask": "How does inference change the CPU role?", "management_answer": "Management described more CPU deployment for efficient, low-latency work.", "status": "answered", "follow_up": "Workload-specific CPU demand.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 161", "raw_name": "Joe Quatrochi", "analyst": "Joe Quatrochi", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA029", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q4", "quarter": "FY2026 Q4", "date": "May 6, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Andrew Gardiner", "respondent": "Rene Haas; Jason Child", "ask": "Can supply catch up with AGI CPU demand?", "management_answer": "Management distinguished demand from secured wafer, memory, packaging and test capacity.", "status": "partially answered", "follow_up": "Incremental supply commitment.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 164", "raw_name": "Andrew Gardiner", "analyst": "Andrew Gardiner", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA030", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2026Q4", "quarter": "FY2026 Q4", "date": "May 6, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Sreekrishnan Sankarnarayanan", "respondent": "Rene Haas", "ask": "When might CPU/GPU ratios pass parity?", "management_answer": "Management emphasized separate CPU capacity beyond GPU head nodes.", "status": "partially answered", "follow_up": "Comparable counting units and timing.", "url": "https://www.roic.ai/quote/ARM/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 294", "raw_name": "Sreekrishnan Sankarnarayanan", "analyst": "Sreekrishnan Sankarnarayanan", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA031", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2027Q1", "quarter": "FY2027 Q1", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Vijay Rakesh", "respondent": "Rene Haas; Jason Child", "ask": "How will core counts and silicon reporting evolve?", "management_answer": "Management favored more cores but withheld detailed roadmap commitments.", "status": "partially answered", "follow_up": "Specific roadmap and reporting details.", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 354", "raw_name": "Vijay Rakesh", "analyst": "Vijay Rakesh", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA032", "company": "Arm", "ticker": "ARM", "call_id": "ARM_2027Q1", "quarter": "FY2027 Q1", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Joseph Quatrochi", "respondent": "Rene Haas", "ask": "What improved confidence in supplying AGI CPUs?", "management_answer": "Management cited progress across wafers, substrates, memory and testing.", "status": "answered", "follow_up": "Supplier-specific allocations remain undisclosed.", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 171", "raw_name": "Joseph Quatrochi", "analyst": "Joe Quatrochi", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA033", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2025Q4", "quarter": "FY2025 Q4", "date": "December 11, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Harlan Sur", "respondent": "Hock Tan", "ask": "Are key materials secured for the backlog?", "management_answer": "Management described additional capacity work and advanced packaging investment.", "status": "partially answered", "follow_up": "Component-by-component supply coverage.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 427", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA034", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2025Q4", "quarter": "FY2025 Q4", "date": "December 11, 2025", "event": "Quarterly results call", "theme": "Platform", "questioner": "Blayne Curtis", "respondent": "Hock Tan", "ask": "Are new customer deliveries chips or systems?", "management_answer": "Management explicitly described responsibility for system sales.", "status": "answered", "follow_up": "Customer acceptance criteria.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 470", "raw_name": "Blayne Curtis", "analyst": "Blayne Curtis", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Jefferies", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA035", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q1", "quarter": "FY2026 Q1", "date": "March 4, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Harlan Sur", "respondent": "Hock Tan", "ask": "Could customer-owned designs displace Broadcom?", "management_answer": "Management defended integrated silicon, SerDes, packaging and networking expertise.", "status": "partially answered", "follow_up": "Displacement magnitude.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 367", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA036", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q2", "quarter": "FY2026 Q2", "date": "Jun 3, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Timothy Arcuri", "respondent": "Hock Tan", "ask": "Can Broadcom obtain more wafers and HBM?", "management_answer": "Management said requirements for 2026–27 were secured and later years under planning.", "status": "answered", "follow_up": "Incremental upside capacity.", "url": "https://stockanalysis.com/stocks/avgo/transcripts/581106-q2-2026/", "locator": "Q&A; question starts at captured source line 299", "raw_name": "Timothy Arcuri", "analyst": "Timothy Arcuri", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "UBS", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA037", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q2", "quarter": "FY2026 Q2", "date": "Jun 3, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Atif Malik", "respondent": "Hock Tan", "ask": "Does agentic AI change infrastructure-software demand?", "management_answer": "Management linked growing CPU core deployment to VMware demand.", "status": "answered", "follow_up": "Workload attribution versus licensing effects.", "url": "https://stockanalysis.com/stocks/avgo/transcripts/581106-q2-2026/", "locator": "Q&A; question starts at captured source line 405", "raw_name": "Atif Malik", "analyst": "Atif Malik", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Citi", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA038", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q3", "quarter": "FY2026 Q3", "date": "September 2, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Vivek Arya", "respondent": "Hock Tan; Amie O'Toole", "ask": "Why do frontier labs seek direct compute capacity?", "management_answer": "Management described lab economics and preference for first-party optimized infrastructure.", "status": "partially answered", "follow_up": "Comparable economics and customer mix.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 506", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA039", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q3", "quarter": "FY2026 Q3", "date": "September 2, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "James Schneider", "respondent": "Hock Tan", "ask": "Which constraints govern XPU deployments?", "management_answer": "Management identified sites, power, HBM and customer-procured system memory.", "status": "answered", "follow_up": "Project-level bottleneck ranking.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 606", "raw_name": "James Schneider", "analyst": "James Schneider", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA040", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2026Q3", "quarter": "FY2026 Q3", "date": "December 2, 2025", "event": "Quarterly results call", "theme": "Network", "questioner": "Tore Svanberg", "respondent": "Matthew Murphy", "ask": "Does Celestial's outlook include memory products?", "management_answer": "Management included the whole business but expected photonic chiplets to lead.", "status": "answered", "follow_up": "Revenue timing remains a forecast.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 590", "raw_name": "Tore Svanberg", "analyst": "Tore Svanberg", "skills": [ "F6", "F4", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA041", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2026Q3", "quarter": "FY2026 Q3", "date": "December 2, 2025", "event": "Quarterly results call", "theme": "Network", "questioner": "Vivek Arya", "respondent": "Matthew Murphy", "ask": "Why use cloud capex to model optics?", "management_answer": "Management called capex a broad proxy; AI optics could grow faster.", "status": "answered", "follow_up": "Customer-level optical content.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 723", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F4", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA042", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2026Q4", "quarter": "FY2026 Q4", "date": "March 5, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Harlan Sur", "respondent": "Matthew Murphy", "ask": "What drives custom compute and attached content?", "management_answer": "Management described participation beyond the main XPU and new customer programs.", "status": "partially answered", "follow_up": "Program-specific revenue allocation.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 414", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA043", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2026Q4", "quarter": "FY2026 Q4", "date": "March 5, 2026", "event": "Quarterly results call", "theme": "Network", "questioner": "Aaron Rakers", "respondent": "Matthew Murphy", "ask": "Can optics outgrow hyperscaler capex?", "management_answer": "Management linked growth to accelerator generations and connectivity demand.", "status": "answered", "follow_up": "Port and bandwidth mix.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 442", "raw_name": "Aaron Rakers", "analyst": "Aaron Rakers", "skills": [ "F6", "F4", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Wells Fargo", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA044", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2027Q1", "quarter": "FY2027 Q1", "date": "May 27, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Harlan Sur", "respondent": "Matt Murphy", "ask": "Are SRAM offload accelerators a design opportunity?", "management_answer": "Management emphasized SRAM IP and custom-design capabilities.", "status": "partially answered", "follow_up": "Specific wins and performance.", "url": "https://stockanalysis.com/stocks/mrvl/transcripts/583849-q1-2027/", "locator": "Q&A; question starts at captured source line 219", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA045", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2027Q1", "quarter": "FY2027 Q1", "date": "May 27, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Vivek Arya", "respondent": "Matt Murphy", "ask": "What does the custom-silicon outlook include?", "management_answer": "Management distinguished the overall custom market from XPU-only content.", "status": "answered", "follow_up": "Customer conversion of forecasts.", "url": "https://stockanalysis.com/stocks/mrvl/transcripts/583849-q1-2027/", "locator": "Q&A; question starts at captured source line 200", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA046", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2027Q2", "quarter": "FY2027 Q2", "date": "August 27, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Christopher Muse", "respondent": "Matthew Murphy", "ask": "How do memory constraints change custom designs?", "management_answer": "Management cited CXL expansion and inference-specific acceleration.", "status": "answered", "follow_up": "Measured system benefit.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Q&A; question starts at captured source line 565", "raw_name": "Christopher Muse", "analyst": "C.J. Muse", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Cantor Fitzgerald", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA047", "company": "Marvell", "ticker": "MRVL", "call_id": "MRVL_2027Q2", "quarter": "FY2027 Q2", "date": "August 27, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Thomas O'Malley", "respondent": "Matthew Murphy", "ask": "What products sit within the expanded engagement?", "management_answer": "Management named inference, NIC, storage, memory-interface and near-memory compute opportunities.", "status": "partially answered", "follow_up": "Contribution by product.", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Q&A; question starts at captured source line 366", "raw_name": "Thomas O'Malley", "analyst": "Tom O’Malley", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA048", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2025Q4", "quarter": "FY2025 Q4", "date": "November 5, 2025", "event": "Quarterly results call", "theme": "Inference", "questioner": "Christopher Caso", "respondent": "Cristiano Amon", "ask": "Why depart from conventional GPU/HBM architectures?", "management_answer": "Management prioritized inference density, cost and energy through alternative designs.", "status": "answered", "follow_up": "Validated performance and software readiness.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 495", "raw_name": "Christopher Caso", "analyst": "Chris Caso", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA049", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2025Q4", "quarter": "FY2025 Q4", "date": "November 5, 2025", "event": "Quarterly results call", "theme": "Inference", "questioner": "Samik Chatterjee", "respondent": "Cristiano Amon", "ask": "What are deployment economics and ramp timing?", "management_answer": "Management discussed an earlier revenue ramp but limited comparative economics.", "status": "partially answered", "follow_up": "Normalized system economics.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 386", "raw_name": "Samik Chatterjee", "analyst": "Samik Chatterjee", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA050", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q1", "quarter": "FY2026 Q1", "date": "February 4, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "C. J. Muse", "respondent": "Akash Palkhiwala", "ask": "How can Qualcomm manage memory scarcity?", "management_answer": "Management cited broad qualification while noting customers procure most handset memory.", "status": "answered", "follow_up": "Handset answer; indirect infrastructure evidence.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 614", "raw_name": "C. J. Muse", "analyst": "C.J. Muse", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Cantor Fitzgerald", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA051", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q1", "quarter": "FY2026 Q1", "date": "February 4, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Samik Chatterjee", "respondent": "Cristiano Amon; Akash Palkhiwala", "ask": "How are data-center programs progressing?", "management_answer": "Management described disaggregated decode, CPU options and a new memory architecture.", "status": "partially answered", "follow_up": "Customer delivery milestones.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 384", "raw_name": "Samik Chatterjee", "analyst": "Samik Chatterjee", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA052", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q2", "quarter": "FY2026 Q2", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Joshua Buchalter", "respondent": "Cristiano Amon", "ask": "What is the hyperscaler engagement's scope?", "management_answer": "Management withheld details until the June investor event.", "status": "deferred", "follow_up": "Scope and product mix at this call.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 331", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA053", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q3", "quarter": "FY2026 Q3", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Joseph Moore", "respondent": "Cristiano Amon", "ask": "Are wafer and assembly constraints limiting plans?", "management_answer": "Management reported broad tightness but asserted supply support for its plans.", "status": "answered", "follow_up": "Headroom beyond current plans.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 522", "raw_name": "Joseph Moore", "analyst": "Joseph Moore", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Morgan Stanley", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA054", "company": "Broadcom", "ticker": "AVGO", "call_id": "AVGO_2026Q1", "quarter": "FY2026 Q1", "date": "March 4, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Christopher Muse", "respondent": "Hock Tan", "ask": "How does prefill/decode specialization change custom silicon competition?", "management_answer": "Management described specialization by customer, model and workload across its customer roadmaps.", "status": "answered", "follow_up": "Compare end-to-end performance and cost; initial question 4 was clarified in question 5.", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 430", "raw_name": "Christopher Muse", "analyst": "C.J. Muse", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Cantor Fitzgerald", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA055", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q2", "quarter": "FY2026 Q2", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Samik Chatterjee", "respondent": "Cristiano Amon", "ask": "How will Qualcomm compete in data-center inference?", "management_answer": "Management outlined disaggregated inference, CPUs and custom silicon; further roadmap disclosure was scheduled later.", "status": "partially answered", "follow_up": "Product-level comparison and delivery milestones.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 383", "raw_name": "Samik Chatterjee", "analyst": "Samik Chatterjee", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA056", "company": "Qualcomm", "ticker": "QCOM", "call_id": "QCOM_2026Q3", "quarter": "FY2026 Q3", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Joshua Buchalter", "respondent": "Akash Palkhiwala", "ask": "What supports the hyperscaler revenue ramp?", "management_answer": "Management cited two engagements, purchase orders and wafer starts, with revenue beginning in the December quarter.", "status": "answered", "follow_up": "Track shipment acceptance and subsequent ramp.", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 371", "raw_name": "Joshua Buchalter", "analyst": "Joshua Buchalter", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA057", "company": "Micron", "ticker": "MU", "call_id": "MU_2025Q4", "quarter": "FY2025 Q4", "date": "September 23, 2025", "event": "Quarterly results call", "theme": "Memory", "questioner": "Harlan Sur", "respondent": "Sanjay Mehrotra", "ask": "How will HBM meet customer bandwidth requirements above standard specifications?", "management_answer": "Management attributed its capabilities to DRAM architecture, circuit design and the base die.", "status": "answered", "follow_up": "Validate customer-qualified bandwidth and power; transcript units are unreliable.", "url": "https://www.roic.ai/quote/MU/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 597", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA058", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q1", "quarter": "FY2026 Q1", "date": "December 17, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Timothy Arcuri", "respondent": "Sanjay Mehrotra", "ask": "How firm and broad are memory supply agreements?", "management_answer": "Management described multiyear DRAM and NAND negotiations with stronger commitments, withholding detailed terms.", "status": "partially answered", "follow_up": "Binding quantities, price mechanisms and cancellation rights.", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 404", "raw_name": "Timothy Arcuri", "analyst": "Timothy Arcuri", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "UBS", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA059", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q2", "quarter": "FY2026 Q2", "date": "March 18, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Harlan L. Sur", "respondent": "Sanjay Mehrotra", "ask": "What is the opportunity and limitation of high-bandwidth flash?", "management_answer": "Management acknowledged capacity benefits but identified write-speed, power and retention limitations.", "status": "answered", "follow_up": "Benchmark workload suitability against other memory tiers.", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 579", "raw_name": "Harlan L. Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA060", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q3", "quarter": "FY2026 Q3", "date": "June 24, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Krish Sankar", "respondent": "Sanjay Mehrotra", "ask": "How much worse will memory undersupply be next year?", "management_answer": "Management expected persistent tightness and explained slow capacity additions without sizing the future gap.", "status": "partially answered", "follow_up": "Demand-supply gap by memory type and delivery quarter.", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 605", "raw_name": "Krish Sankar", "analyst": "Krish Sankar", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA061", "company": "TSMC", "ticker": "TSM", "call_id": "TSM_2025Q3", "quarter": "FY2025 Q3", "date": "October 16, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Sreekrishnan Sankarnarayanan", "respondent": "Jeff Su; C.C. Wei", "ask": "How much wafer demand corresponds to a gigawatt of AI capacity?", "management_answer": "Management declined a conversion because project configurations differ.", "status": "unanswered", "follow_up": "Project-specific chip mix and wafer content; no universal GW conversion.", "url": "https://www.roic.ai/quote/TSM/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 761", "raw_name": "Sreekrishnan Sankarnarayanan", "analyst": "Sreekrishnan Sankarnarayanan", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA062", "company": "TSMC", "ticker": "TSM", "call_id": "TSM_2025Q4", "quarter": "FY2025 Q4", "date": "January 15, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Brett Simpson", "respondent": "Jeff Su; C.C. Wei", "ask": "Will new capital spending relieve near-term shortages, and is engineering labor limiting?", "management_answer": "Management placed major new-fab supply later, emphasizing near-term productivity; labor shortage was not quantified.", "status": "partially answered", "follow_up": "Separate productivity gains, new capacity and staffing limits.", "url": "https://www.roic.ai/quote/TSM/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 670", "raw_name": "Brett Simpson", "analyst": "Brett Simpson", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA063", "company": "TSMC", "ticker": "TSM", "call_id": "TSM_2026Q1", "quarter": "FY2026 Q1", "date": "April 16, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Yu Shi", "respondent": "Jeff Su; C.C. Wei", "ask": "Will CPUs enter TSMC's AI revenue definition?", "management_answer": "Management said CPUs remain excluded because it cannot reliably identify their destination; historical AI figures were not restated.", "status": "answered", "follow_up": "Preserve the narrower accelerator definition in comparisons.", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 868", "raw_name": "Yu Shi", "analyst": "Yu Shi", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA064", "company": "TSMC", "ticker": "TSM", "call_id": "TSM_2026Q2", "quarter": "FY2026 Q2", "date": "July 16, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Laura Chen", "respondent": "Jeff Su; C.C. Wei", "ask": "What is the relative growth and capacity allocation for CPUs and accelerators?", "management_answer": "Management said they share leading-edge technologies and allocation is coordinated with customers; no specific mix was provided.", "status": "partially answered", "follow_up": "Node-level CPU/GPU/XPU allocations.", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 955", "raw_name": "Laura Chen", "analyst": "Laura Chen", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA065", "company": "Amazon", "ticker": "AMZN", "call_id": "AMZN_2025Q3", "quarter": "FY2025 Q3", "date": "October 30, 2025", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Brian Nowak", "respondent": "Andrew Jassy", "ask": "What must Trainium overcome to broaden adoption?", "management_answer": "Management identified volume delivery, software ecosystem improvement and customer proof points, alongside continued NVIDIA purchases.", "status": "answered", "follow_up": "Independent workload and migration-cost comparison.", "url": "https://www.roic.ai/quote/AMZN/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 415", "raw_name": "Brian Nowak", "analyst": "Brian Nowak", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA066", "company": "Amazon", "ticker": "AMZN", "call_id": "AMZN_2025Q4", "quarter": "FY2025 Q4", "date": "February 5, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Douglas Anmuth", "respondent": "Andrew Jassy", "ask": "How is Rainier progressing and how should its chip count be understood?", "management_answer": "Management described Anthropic training and additional Trainium use outside Rainier; a complete count reconciliation was not supplied.", "status": "partially answered", "follow_up": "Separate cluster count, other deployments and accepted capacity.", "url": "https://www.roic.ai/quote/AMZN/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 512", "raw_name": "Douglas Anmuth", "analyst": "Douglas Anmuth", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA067", "company": "Amazon", "ticker": "AMZN", "call_id": "AMZN_2026Q1", "quarter": "FY2026 Q1", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Shweta Khajuria", "respondent": "Andrew Jassy", "ask": "How will memory and storage inflation affect investment?", "management_answer": "Management cited early supplier procurement and confidence in supply, but did not isolate the capital-spending effect.", "status": "partially answered", "follow_up": "Price-versus-volume bridge and contract protection.", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 522", "raw_name": "Shweta Khajuria", "analyst": "Shweta Khajuria", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA068", "company": "Amazon", "ticker": "AMZN", "call_id": "AMZN_2026Q2", "quarter": "FY2026 Q2", "date": "July 30, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Ken Gawrelski", "respondent": "Andy Jassy", "ask": "How does larger backlog change future capacity and input-cost exposure?", "management_answer": "Management said known backlog enters planning and discussed contract versus on-demand demand; later capacity was not quantified.", "status": "partially answered", "follow_up": "Backlog-to-commissioned-capacity schedule and cost pass-through.", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 590", "raw_name": "Ken Gawrelski", "analyst": "Ken Gawrelski", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA069", "company": "Alphabet", "ticker": "GOOGL", "call_id": "GOOGL_2025Q3", "quarter": "FY2025 Q3", "date": "October 29, 2025", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Eric Sheridan", "respondent": "Sundar Pichai; Philipp Schindler", "ask": "How does custom silicon improve efficiency and external monetization?", "management_answer": "Management linked its integrated stack and TPU/GPU offerings to demand and margin opportunities.", "status": "partially answered", "follow_up": "Incremental economics attributable specifically to silicon.", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 492", "raw_name": "Eric Sheridan", "analyst": "Eric Sheridan", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA070", "company": "Alphabet", "ticker": "GOOGL", "call_id": "GOOGL_2025Q4", "quarter": "FY2025 Q4", "date": "February 4, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Eric Sheridan", "respondent": "Sundar Pichai; Anat Ashkenazi; Jim Friedland", "ask": "When will investment close the compute supply-demand gap?", "management_answer": "Management expected constraints to persist, emphasizing supply-chain lead times and prior investment.", "status": "partially answered", "follow_up": "Capacity delivery schedule and gap closure date.", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 488", "raw_name": "Eric Sheridan", "analyst": "Eric Sheridan", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA071", "company": "Alphabet", "ticker": "GOOGL", "call_id": "GOOGL_2026Q1", "quarter": "FY2026 Q1", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Brian Nowak", "respondent": "Sundar Pichai", "ask": "Where will scarce next-generation compute be applied?", "management_answer": "Management emphasized Search, Gemini and agentic experiences, plus cloud and selected TPU hardware sales.", "status": "partially answered", "follow_up": "Allocation weights and return thresholds.", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 446", "raw_name": "Brian Nowak", "analyst": "Brian Nowak", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA072", "company": "Alphabet", "ticker": "GOOGL", "call_id": "GOOGL_2026Q2", "quarter": "FY2026 Q2", "date": "July 22, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Brian Nowak", "respondent": "Sundar Pichai; Anat Ashkenazi", "ask": "How are returns and future spending assessed under supply constraints?", "management_answer": "Management described broad opportunities and continuing demand above capacity without a quantified return bridge.", "status": "partially answered", "follow_up": "Incremental usable capacity and realized return metrics.", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 446", "raw_name": "Brian Nowak", "analyst": "Brian Nowak", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA073", "company": "Meta", "ticker": "META", "call_id": "META_2025Q3", "quarter": "FY2025 Q3", "date": "October 29, 2025", "event": "Quarterly results call", "theme": "Financing", "questioner": "Youssef Squali", "respondent": "Mark Zuckerberg; Susan Li", "ask": "How does the data-center joint venture affect reported investment?", "management_answer": "Management distinguished construction spending outside reported capex from Meta's ownership contributions and described flexibility.", "status": "answered", "follow_up": "Compare economic commitments rather than capex alone.", "url": "https://www.roic.ai/quote/META/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 539", "raw_name": "Youssef Squali", "analyst": "Youssef Squali", "skills": [ "F11", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA074", "company": "Meta", "ticker": "META", "call_id": "META_2025Q4", "quarter": "FY2025 Q4", "date": "January 28, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Eric James Sheridan", "respondent": "Susan Li", "ask": "How does more compute translate into advertising performance?", "management_answer": "Management described transferring knowledge from larger models to smaller runtime models and continuing capacity constraints.", "status": "partially answered", "follow_up": "Marginal performance and inference cost versus compute.", "url": "https://www.roic.ai/quote/META/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 362", "raw_name": "Eric James Sheridan", "analyst": "Eric Sheridan", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA075", "company": "Meta", "ticker": "META", "call_id": "META_2026Q1", "quarter": "FY2026 Q1", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Eric Sheridan", "respondent": "Susan Li", "ask": "What is the roadmap for consumer and business agents?", "management_answer": "Management distinguished nearer-term engagement and advertising work from longer-term interacting agents.", "status": "partially answered", "follow_up": "Deployment milestones and infrastructure requirements.", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 378", "raw_name": "Eric Sheridan", "analyst": "Eric Sheridan", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA076", "company": "Meta", "ticker": "META", "call_id": "META_2026Q2", "quarter": "FY2026 Q2", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Douglas Anmuth", "respondent": "Susan Li; Mark Zuckerberg", "ask": "Why consider selling compute while buying external capacity?", "management_answer": "Management described a portfolio of near-term monetization and longer-term internal intelligence investments.", "status": "partially answered", "follow_up": "Timing, chip and workload differences were not disentangled.", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 472", "raw_name": "Douglas Anmuth", "analyst": "Douglas Anmuth", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA077", "company": "Microsoft", "ticker": "MSFT", "call_id": "MSFT_2026Q1", "quarter": "FY2026 Q1", "date": "October 29, 2025", "event": "Quarterly results call", "theme": "Platform", "questioner": "Kasthuri Rangan", "respondent": "Satya Nadella; Amy Hood; Jonathan Neilson", "ask": "How does fleet strategy support durable infrastructure economics?", "management_answer": "Management emphasized geographically fungible capacity across research, internal products and external customers.", "status": "answered", "follow_up": "Measure actual portability and stranded-capacity exposure.", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 617", "raw_name": "Kasthuri Rangan", "analyst": "Kasthuri Rangan", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA078", "company": "Microsoft", "ticker": "MSFT", "call_id": "MSFT_2026Q2", "quarter": "FY2026 Q2", "date": "January 28, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Mark Murphy", "respondent": "Satya Nadella; Jonathan Neilson", "ask": "How does internal silicon affect inference economics?", "management_answer": "Management described model-system co-design while retaining external suppliers for fleet-level cost flexibility.", "status": "partially answered", "follow_up": "Comparable workload costs and margin contribution.", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 611", "raw_name": "Mark Murphy", "analyst": "Mark Murphy", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA079", "company": "Microsoft", "ticker": "MSFT", "call_id": "MSFT_2026Q3", "quarter": "FY2026 Q3", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Karl Keirstead", "respondent": "Amy Hood", "ask": "Can physical constraints support the spending ramp and allocation needs?", "management_answer": "Management expressed procurement confidence but expected tension between internal and Azure demand to persist.", "status": "partially answered", "follow_up": "Accepted capacity by component and customer category.", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 480", "raw_name": "Karl Keirstead", "analyst": "Karl Keirstead", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA080", "company": "Microsoft", "ticker": "MSFT", "call_id": "MSFT_2026Q4", "quarter": "FY2026 Q4", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Economics", "questioner": "Gabriela Borges", "respondent": "Amy Hood; Jonathan Neilson; Satya Nadella", "ask": "How have infrastructure returns and efficiency opportunities changed?", "management_answer": "Management cited silicon, model choice, token efficiency and fleet operations as levers without a quantitative return comparison.", "status": "partially answered", "follow_up": "Realized returns on successive capacity cohorts.", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 680", "raw_name": "Gabriela Borges", "analyst": "Gabriela Borges", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA081", "company": "Alibaba", "ticker": "BABA", "call_id": "BABA_2026Q2", "quarter": "FY2026 Q2", "date": "November 25, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Ellie Jiang", "respondent": "Yongming Wu; Unknown Executive", "ask": "How is scarce compute allocated across models, services and GPU rental?", "management_answer": "Management prioritized higher-value model and inference services over simple GPU rental and described broad component shortages.", "status": "answered", "follow_up": "Quantify allocation and realized returns by service.", "url": "https://www.roic.ai/quote/BABA/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 433", "raw_name": "Ellie Jiang", "analyst": "Ellie Jiang", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA082", "company": "Alibaba", "ticker": "BABA", "call_id": "BABA_2026Q3", "quarter": "FY2026 Q3", "date": "March 19, 2026", "event": "Quarterly results call", "theme": "Platform", "questioner": "Robin Zhu", "respondent": "Yongming Wu", "ask": "How does Token Hub change coordination and priorities?", "management_answer": "Management emphasized tighter application-model integration for agents rather than a numerical priority hierarchy.", "status": "partially answered", "follow_up": "Operational allocation rules and measurable integration benefits.", "url": "https://www.roic.ai/quote/BABA/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 250", "raw_name": "Robin Zhu", "analyst": "Robin Zhu", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA083", "company": "Alibaba", "ticker": "BABA", "call_id": "BABA_2026Q4", "quarter": "FY2026 Q4", "date": "May 13, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Ellie Jiang", "respondent": "Unknown Executive", "ask": "How are resources split between enterprise and consumer AI?", "management_answer": "Management said most infrastructure currently supports business customers because willingness to pay is clearer.", "status": "answered", "follow_up": "Track allocation as consumer demand develops.", "url": "https://www.roic.ai/quote/BABA/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 368", "raw_name": "Ellie Jiang", "analyst": "Ellie Jiang", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA084", "company": "Alibaba", "ticker": "BABA", "call_id": "BABA_2027Q1", "quarter": "FY2027 Q1", "date": "August 20, 2026", "event": "Quarterly results call", "theme": "Economics", "questioner": "Alicis a Yap", "respondent": "Unknown Executive", "ask": "What drove spending and what return supports it?", "management_answer": "Management cited delivery timing, CPU demand and component inflation, offering a payback framework based on current margins.", "status": "partially answered", "follow_up": "Auditable service-level allocation and payback assumptions; management's framework is not validated return.", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 258", "raw_name": "Alicis a Yap", "analyst": "Alicis a Yap", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA085", "company": "Baidu", "ticker": "BIDU", "call_id": "BIDU_2025Q3", "quarter": "FY2025 Q3", "date": "November 18, 2025", "event": "Quarterly results call", "theme": "Economics", "questioner": "Wei Xiong", "respondent": "Haijian He", "ask": "Why impair infrastructure while continuing investment?", "management_answer": "Management said some existing assets no longer met efficiency needs and described portfolio renewal and utilization improvements.", "status": "answered", "follow_up": "Asset-level obsolescence and residual-value assumptions.", "url": "https://www.roic.ai/quote/BIDU/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 553", "raw_name": "Wei Xiong", "analyst": "Wei Xiong", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA086", "company": "Baidu", "ticker": "BIDU", "call_id": "BIDU_2025Q4", "quarter": "FY2025 Q4", "date": "February 26, 2026", "event": "Quarterly results call", "theme": "Financing", "questioner": "Ellie Jiang", "respondent": "Haijian He", "ask": "How will AI investment be funded and earn returns?", "management_answer": "Management cited continuing investment, improving financial metrics and leasing or borrowing alternatives.", "status": "partially answered", "follow_up": "Capital cohort returns and investment schedule.", "url": "https://www.roic.ai/quote/BIDU/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 548", "raw_name": "Ellie Jiang", "analyst": "Ellie Jiang", "skills": [ "F11", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA087", "company": "Baidu", "ticker": "BIDU", "call_id": "BIDU_2026Q1", "quarter": "FY2026 Q1", "date": "May 18, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Xiaomeng Zhuang", "respondent": "Yanhong Li", "ask": "How will agents be monetized?", "management_answer": "Management described application-led value and multiple pricing approaches, expecting value beyond raw tokens.", "status": "answered", "follow_up": "Translate application demand into infrastructure requirements.", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 491", "raw_name": "Xiaomeng Zhuang", "analyst": "Xiaomeng Zhuang", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA088", "company": "Baidu", "ticker": "BIDU", "call_id": "BIDU_2026Q2", "quarter": "FY2026 Q2", "date": "August 18, 2026", "event": "Quarterly results call", "theme": "Economics", "questioner": "Xiaomeng Zhuang", "respondent": "Haijian He", "ask": "How can infrastructure margins improve during investment?", "management_answer": "Management cited GPU-cloud mix, proprietary chips, utilization and operating scale.", "status": "answered", "follow_up": "Isolate each contribution and validate full-stack cost.", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 418", "raw_name": "Xiaomeng Zhuang", "analyst": "Xiaomeng Zhuang", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA089", "company": "CoreWeave", "ticker": "CRWV", "call_id": "CRWV_2025Q3", "quarter": "FY2025 Q3", "date": "November 10, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Mark Murphy", "respondent": "Michael Intrator", "ask": "What specifically caused infrastructure delivery delays?", "management_answer": "Management identified powered-shell delivery rather than power availability for this situation, and described provider diversification.", "status": "answered", "follow_up": "Site-specific commissioning milestones; do not generalize its power claim worldwide.", "url": "https://www.roic.ai/quote/CRWV/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 215", "raw_name": "Mark Murphy", "analyst": "Mark Murphy", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA090", "company": "CoreWeave", "ticker": "CRWV", "call_id": "CRWV_2025Q4", "quarter": "FY2025 Q4", "date": "February 26, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Mark Murphy", "respondent": "Michael Intrator", "ask": "Will inference economics lead to custom ASIC adoption?", "management_answer": "Management emphasized customer-led NVIDIA demand without committing to a custom-ASIC roadmap.", "status": "partially answered", "follow_up": "Alternative silicon qualification and economics.", "url": "https://www.roic.ai/quote/CRWV/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 259", "raw_name": "Mark Murphy", "analyst": "Mark Murphy", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA091", "company": "CoreWeave", "ticker": "CRWV", "call_id": "CRWV_2026Q1", "quarter": "FY2026 Q1", "date": "May 7, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Keith Weiss", "respondent": "Michael Intrator; Nitin Agrawal", "ask": "How do component inflation and capacity expansion affect spending?", "management_answer": "Management emphasized supply-chain execution and spending preceding revenue; the answer did not fully bridge inflation to capacity.", "status": "partially answered", "follow_up": "Price, volume and commissioning bridge.", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 207", "raw_name": "Keith Weiss", "analyst": "Keith Weiss", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA092", "company": "CoreWeave", "ticker": "CRWV", "call_id": "CRWV_2026Q2", "quarter": "FY2026 Q2", "date": "August 11, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Raimo Lenschow", "respondent": "Michael Intrator", "ask": "Can the fleet support inference's additional CPU and storage needs?", "management_answer": "Management said its infrastructure was built for the full AI cycle and could support inference.", "status": "partially answered", "follow_up": "CPU, storage, network and site retrofit requirements.", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 348", "raw_name": "Raimo Lenschow", "analyst": "Raimo Lenschow", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA093", "company": "Oracle", "ticker": "ORCL", "call_id": "ORCL_2026Q2", "quarter": "FY2026 Q2", "date": "December 10, 2025", "event": "Quarterly results call", "theme": "Financing", "questioner": "Brad Zelnick", "respondent": "Clay McGork", "ask": "How much funding is required for AI capacity?", "management_answer": "Management described different hardware ownership and supplier rental models rather than a single funding requirement.", "status": "partially answered", "follow_up": "Total economic commitment across financing models.", "url": "https://www.roic.ai/quote/ORCL/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 434", "raw_name": "Brad Zelnick", "analyst": "Brad Zelnick", "skills": [ "F11", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA094", "company": "Oracle", "ticker": "ORCL", "call_id": "ORCL_2026Q3", "quarter": "FY2026 Q3", "date": "March 10, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Mark Murphy", "respondent": "Clay Magouyrk", "ask": "Will inference require data centers closer to users?", "management_answer": "Management argued that hardware execution currently dominates latency and emphasized specialized inference architectures.", "status": "answered", "follow_up": "Measure network versus compute latency for each workload and geography.", "url": "https://www.roic.ai/quote/ORCL/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 425", "raw_name": "Mark Murphy", "analyst": "Mark Murphy", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA095", "company": "Oracle", "ticker": "ORCL", "call_id": "ORCL_2026Q4", "quarter": "FY2026 Q4", "date": "June 10, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "John DiFucci", "respondent": "Clayton Magouyrk", "ask": "How are long-term contracts protected from component inflation?", "management_answer": "Management described fixed prices when costs are secured and pass-through mechanisms when they are not.", "status": "answered", "follow_up": "Confirm coverage and exceptions in actual contracts.", "url": "https://www.roic.ai/quote/ORCL/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 422", "raw_name": "John DiFucci", "analyst": "John DiFucci", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA096", "company": "Oracle", "ticker": "ORCL", "call_id": "ORCL_2027Q1", "quarter": "FY2027 Q1", "date": "September 10, 2026", "event": "Quarterly results call", "theme": "Financing", "questioner": "Brad Zelnick", "respondent": "Clayton Magouyrk; Hilary Barbara Maxson", "ask": "Can spending slow without limiting growth, and when does cash flow turn positive?", "management_answer": "Management separated Oracle-funded capex from partner/customer capital and declined a specific cash-flow date.", "status": "partially answered", "follow_up": "Total capital deployed and cash-flow timing.", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 390", "raw_name": "Brad Zelnick", "analyst": "Brad Zelnick", "skills": [ "F11", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA097", "company": "Tencent", "ticker": "TCEHY", "call_id": "TCEHY_2025Q3", "quarter": "FY2025 Q3", "date": "November 19, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Alex Yao", "respondent": "Chi Ping Lau; Wendy Huang", "ask": "Does reduced spending imply lower AI ambition?", "management_answer": "Management attributed the change to chip availability rather than lower expected token demand.", "status": "answered", "follow_up": "Secured supply and delivered capacity.", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 340", "raw_name": "Alex Yao", "analyst": "Alex Yao", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA098", "company": "Tencent", "ticker": "TCEHY", "call_id": "TCEHY_2025Q4", "quarter": "FY2025 Q4", "date": "Mar 18, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Alex Yao", "respondent": "James Mitchell; Martin Lau; Wendy Huang", "ask": "How does agentic demand affect cloud pricing amid memory inflation?", "management_answer": "Management described execution on CPUs, associated memory demand and supply scarcity.", "status": "partially answered", "follow_up": "Specific pricing and cost pass-through.", "url": "https://stockanalysis.com/quote/hkg/0700/transcripts/419871-q4-2025/", "locator": "Q&A; question starts at captured source line 393", "raw_name": "Alex Yao", "analyst": "Alex Yao", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA099", "company": "Tencent", "ticker": "TCEHY", "call_id": "TCEHY_2026Q1", "quarter": "FY2026 Q1", "date": "May 13, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Charlene Liu", "respondent": "Chi Ping Lau; Shek Hon Lo; Wendy Huang", "ask": "Are bottlenecks shifting from accelerators to CPUs and networking?", "management_answer": "Management differentiated China's accelerator constraints and described securing CPU/network supply through established relationships.", "status": "answered", "follow_up": "Supplier commitments and continuing accelerator availability.", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 471", "raw_name": "Charlene Liu", "analyst": "Charlene Liu", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA100", "company": "Tencent", "ticker": "TCEHY", "call_id": "TCEHY_2026Q2", "quarter": "FY2026 Q2", "date": "August 12, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Alicis a Yap", "respondent": "Chi Ping Lau; James Mitchell; Wendy Huang", "ask": "What role will on-device inference play?", "management_answer": "Management expected a gradual hybrid device/cloud approach, shifting more compute to devices as capabilities improve.", "status": "answered", "follow_up": "Workload split, device requirements and transition timetable.", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 413", "raw_name": "Alicis a Yap", "analyst": "Alicis a Yap", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA101", "company": "Dell", "ticker": "DELL", "call_id": "DELL_2026Q3", "quarter": "FY2026 Q3", "date": "November 25, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Samik Chatterjee", "respondent": "Jeff Clarke; David Kennedy; Paul Frantz", "ask": "How will customers respond to component-driven pricing?", "management_answer": "Management prioritized supply and product mix amid broad shortages, without quantifying demand elasticity.", "status": "partially answered", "follow_up": "Order elasticity and realized price versus cost.", "url": "https://www.roic.ai/quote/DELL/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 362", "raw_name": "Samik Chatterjee", "analyst": "Samik Chatterjee", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA102", "company": "Dell", "ticker": "DELL", "call_id": "DELL_2026Q4", "quarter": "FY2026 Q4", "date": "February 26, 2026", "event": "Quarterly results call", "theme": "Economics", "questioner": "Tim Long", "respondent": "Jeffrey W. Clarke", "ask": "How can AI server economics hold as demand and memory costs rise?", "management_answer": "Management reaffirmed its operating-margin framework and emphasized broad demand, without isolating memory cost pass-through.", "status": "partially answered", "follow_up": "Quantify component-cost recovery and margin sensitivities.", "url": "https://www.roic.ai/quote/DELL/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 387", "raw_name": "Tim Long", "analyst": "Tim Long", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA103", "company": "Dell", "ticker": "DELL", "call_id": "DELL_2027Q1", "quarter": "FY2027 Q1", "date": "May 28, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Simon Leopold", "respondent": "Jeffrey Clarke", "ask": "Which constraints matter beyond memory, and in what order?", "management_answer": "Management identified DRAM, NAND and CPUs first, then hard drives and other components.", "status": "answered", "follow_up": "Compare ranked constraints with contracted delivery schedules.", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 734", "raw_name": "Simon Leopold", "analyst": "Simon Leopold", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Raymond James", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA104", "company": "Dell", "ticker": "DELL", "call_id": "DELL_2027Q2", "quarter": "FY2027 Q2", "date": "September 1, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "Mark Newman", "respondent": "Jeffrey Clarke", "ask": "Is traditional server growth mainly enterprise refresh or AI CPU racks?", "management_answer": "Management said historical enterprise customers dominate, with emerging neocloud and advanced AI CPU demand.", "status": "answered", "follow_up": "Avoid assigning all conventional server growth to agentic AI.", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Q&A; question starts at captured source line 474", "raw_name": "Mark Newman", "analyst": "Mark Newman", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA105", "company": "HPE", "ticker": "HPE", "call_id": "HPE_2025Q4", "quarter": "FY2025 Q4", "date": "December 4, 2025", "event": "Quarterly results call", "theme": "Supply", "questioner": "Amit Daryanani", "respondent": "Antonio Neri; Marie Myers; Paul Glaser", "ask": "How is the memory cycle reflected in guidance?", "management_answer": "Management emphasized supply allocation, procurement capability and business mix.", "status": "partially answered", "follow_up": "Memory-price assumptions and sensitivity.", "url": "https://www.roic.ai/quote/HPE/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 312", "raw_name": "Amit Daryanani", "analyst": "Amit Daryanani", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA106", "company": "HPE", "ticker": "HPE", "call_id": "HPE_2026Q1", "quarter": "FY2026 Q1", "date": "March 9, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Katherine Campagna", "respondent": "Antonio Neri; Marie Myers", "ask": "Is supply sufficient for guidance, and what memory inflation is assumed?", "management_answer": "Management distinguished supply supporting its outlook from supply insufficient for all customer demand.", "status": "partially answered", "follow_up": "Quantified memory-price assumptions and incremental allocations.", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 321", "raw_name": "Katherine Campagna", "analyst": "Katherine Campagna", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA107", "company": "HPE", "ticker": "HPE", "call_id": "HPE_2026Q2", "quarter": "FY2026 Q2", "date": "June 1, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Timothy Long", "respondent": "Antonio Fabio Neri", "ask": "Why does storage growth lag servers?", "management_answer": "Management pointed to migration toward Alletra MP and deferred software revenue within the storage total.", "status": "answered", "follow_up": "Normalize platform mix and recognition before comparing growth.", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 673", "raw_name": "Timothy Long", "analyst": "Tim Long", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Barclays", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA108", "company": "HPE", "ticker": "HPE", "call_id": "HPE_2026Q3", "quarter": "FY2026 Q3", "date": "September 2, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Mark Newman", "respondent": "Antonio Neri; Marie Myers", "ask": "How much server growth is price versus units, and will supply ease?", "management_answer": "Management said supply constrained units, with substantial price contribution and stronger units expected while constraints persist.", "status": "answered", "follow_up": "Track unit delivery separately from revenue growth.", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 551", "raw_name": "Mark Newman", "analyst": "Mark Newman", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA109", "company": "Supermicro", "ticker": "SMCI", "call_id": "SMCI_2026Q1", "quarter": "FY2026 Q1", "date": "November 4, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Ruplu Bhattacharya", "respondent": "David Weigand", "ask": "What revenue can manufacturing capacity support?", "management_answer": "Management gave physical rack capacity and discussed Malaysia, but did not convert it into revenue.", "status": "partially answered", "follow_up": "Rack mix, utilization and accepted production.", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 462", "raw_name": "Ruplu Bhattacharya", "analyst": "Ruplu Bhattacharya", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA110", "company": "Supermicro", "ticker": "SMCI", "call_id": "SMCI_2026Q2", "quarter": "FY2026 Q2", "date": "February 3, 2026", "event": "Quarterly results call", "theme": "Cooling", "questioner": "Nehal Chokshi", "respondent": "Charles Liang", "ask": "Can cooling and system innovations keep arriving ahead of reference designs?", "management_answer": "Management expressed confidence in earlier integrated delivery based on engineering capability.", "status": "partially answered", "follow_up": "Validated thermals, qualification and actual time-to-operation.", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 484", "raw_name": "Nehal Chokshi", "analyst": "Nehal Chokshi", "skills": [ "F7", "F9", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA111", "company": "Supermicro", "ticker": "SMCI", "call_id": "SMCI_2026Q3", "quarter": "FY2026 Q3", "date": "May 5, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Asiya Merchant", "respondent": "Charles Liang", "ask": "How much upside is blocked by CPU and other shortages?", "management_answer": "Management confirmed CPU, memory, storage and some GPU constraints without sizing foregone revenue.", "status": "partially answered", "follow_up": "Component-specific unmet demand and timing.", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 460", "raw_name": "Asiya Merchant", "analyst": "Asiya Merchant", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA112", "company": "Supermicro", "ticker": "SMCI", "call_id": "SMCI_2026Q4", "quarter": "FY2026 Q4", "date": "August 11, 2026", "event": "Quarterly results call", "theme": "CPU", "questioner": "W. Chiu", "respondent": "Charles Liang", "ask": "How does inference change CPU/GPU shipment mix?", "management_answer": "Management offered an approximate mix while noting blurred categories for agentic and edge GPUs.", "status": "partially answered", "follow_up": "Consistent unit/revenue definitions and forward mix.", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 662", "raw_name": "W. Chiu", "analyst": "W. Chiu", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA113", "company": "Arista", "ticker": "ANET", "call_id": "ANET_2025Q3", "quarter": "FY2025 Q3", "date": "November 5, 2025", "event": "Quarterly results call", "theme": "Network", "questioner": "Meta Marshall", "respondent": "Jayshree Ullal; Kenneth Duda", "ask": "How does AI back-end traffic affect front-end upgrades?", "management_answer": "Management said accelerator networks increasingly pressure general cloud networking, making revenue boundaries harder to separate.", "status": "answered", "follow_up": "Measure traffic and upgrade needs rather than treating front/back-end categories as fixed.", "url": "https://www.roic.ai/quote/ANET/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 502", "raw_name": "Meta Marshall", "analyst": "Meta Marshall", "skills": [ "F6", "F4", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Morgan Stanley", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA114", "company": "Arista", "ticker": "ANET", "call_id": "ANET_2025Q4", "quarter": "FY2025 Q4", "date": "February 12, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Samik Chatterjee", "respondent": "Jayshree Ullal", "ask": "Why does network growth not track hyperscaler capex immediately?", "management_answer": "Management cited deployment sequence, product qualification and shipment timing across years.", "status": "answered", "follow_up": "Network acceptance and delivery schedule.", "url": "https://www.roic.ai/quote/ANET/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 332", "raw_name": "Samik Chatterjee", "analyst": "Samik Chatterjee", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA115", "company": "Arista", "ticker": "ANET", "call_id": "ANET_2026Q1", "quarter": "FY2026 Q1", "date": "May 5, 2026", "event": "Quarterly results call", "theme": "Network", "questioner": "Sean O'Loughlin", "respondent": "Jayshree Ullal; Kenneth Duda", "ask": "How does agentic AI change front-end versus back-end demand?", "management_answer": "Management described strong immediate back-end demand and developing distributed inference and enterprise use.", "status": "partially answered", "follow_up": "A stable traffic ratio and timing of front-end refresh.", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 462", "raw_name": "Sean O'Loughlin", "analyst": "Sean O'Loughlin", "skills": [ "F6", "F4", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA116", "company": "Arista", "ticker": "ANET", "call_id": "ANET_2026Q2", "quarter": "FY2026 Q2", "date": "August 4, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Michael Ng", "respondent": "Jayshree Ullal; Todd Nightingale", "ask": "How are upstream decommitments and shortages being addressed?", "management_answer": "Management described supplier engagement and qualifying alternatives in memory, boards and optics while expecting persistent industry constraints.", "status": "answered", "follow_up": "Validate alternate-component qualification and firm commits.", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 360", "raw_name": "Michael Ng", "analyst": "Michael Ng", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA117", "company": "Cisco", "ticker": "CSCO", "call_id": "CSCO_2026Q1", "quarter": "FY2026 Q1", "date": "November 12, 2025", "event": "Quarterly results call", "theme": "Inference", "questioner": "Antoine Chkaiban", "respondent": "Chuck Robbins; Sami Badri", "ask": "Where and how will enterprise edge inference deploy?", "management_answer": "Management emphasized latency-sensitive local use cases and multiple deployment models.", "status": "answered", "follow_up": "Workload-specific latency budget and economics versus centralized execution.", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 762", "raw_name": "Antoine Chkaiban", "analyst": "Antoine Chkaiban", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA118", "company": "Cisco", "ticker": "CSCO", "call_id": "CSCO_2026Q2", "quarter": "FY2026 Q2", "date": "February 11, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "David Vogt", "respondent": "Charles Robbins; Mark Patterson", "ask": "Why do AI orders not rise directly with customer capex?", "management_answer": "Management pointed to lumpy orders concentrated in a small customer set and incremental use-case wins.", "status": "answered", "follow_up": "Compare firm orders and delivery dates instead of capex proxies.", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 522", "raw_name": "David Vogt", "analyst": "David Vogt", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "UBS", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA119", "company": "Cisco", "ticker": "CSCO", "call_id": "CSCO_2026Q3", "quarter": "FY2026 Q3", "date": "May 13, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Aaron Rakers", "respondent": "Charles Robbins; Mark Patterson", "ask": "How is Cisco securing components beyond memory?", "management_answer": "Management cited silicon commitments, memory-reduction redesigns, migration to newer memory and supplier agreements.", "status": "answered", "follow_up": "Distinguish portfolio redesign benefits from AI networking specifics.", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 463", "raw_name": "Aaron Rakers", "analyst": "Aaron Rakers", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Wells Fargo", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA120", "company": "Cisco", "ticker": "CSCO", "call_id": "CSCO_2026Q4", "quarter": "FY2026 Q4", "date": "August 12, 2026", "event": "Quarterly results call", "theme": "Custom silicon", "questioner": "Ben Bohlen", "respondent": "Charles H. Robbins; Mark Patterson; Ahmed Sami Badri", "ask": "How does Silicon One change control of supply and lead times?", "management_answer": "Management reported no significant lead-time issues and cited direct TSMC coordination and reduced dependence on merchant-silicon allocations.", "status": "answered", "follow_up": "Compare actual deliveries and supplier commitments across product families.", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 747", "raw_name": "Ben Bohlen", "analyst": "Ben Bohlen", "skills": [ "F6", "F4", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA121", "company": "Eaton", "ticker": "ETN", "call_id": "ETN_2025Q3", "quarter": "FY2025 Q3", "date": "November 4, 2025", "event": "Quarterly results call", "theme": "Power", "questioner": "Andrew Kaplowitz", "respondent": "Paulo Sternadt", "ask": "How does higher-voltage DC change content per megawatt?", "management_answer": "Management explained fewer conversions and its DC capabilities, but the future architecture's content remained conditional.", "status": "partially answered", "follow_up": "Architecture-specific bill of materials and conversion losses.", "url": "https://www.roic.ai/quote/ETN/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 439", "raw_name": "Andrew Kaplowitz", "analyst": "Andrew Kaplowitz", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA122", "company": "Eaton", "ticker": "ETN", "call_id": "ETN_2025Q4", "quarter": "FY2025 Q4", "date": "February 3, 2026", "event": "Quarterly results call", "theme": "Cooling", "questioner": "Andrew Obin", "respondent": "Paulo Ruiz Sternadt", "ask": "How do cooling changes affect Eaton's opportunity?", "management_answer": "Management emphasized growth and power/cooling integration and cited evolving accessible content.", "status": "partially answered", "follow_up": "Separate market-content estimates from actual deployed revenue.", "url": "https://www.roic.ai/quote/ETN/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 444", "raw_name": "Andrew Obin", "analyst": "Andrew Obin", "skills": [ "F7", "F9", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA123", "company": "Eaton", "ticker": "ETN", "call_id": "ETN_2026Q1", "quarter": "FY2026 Q1", "date": "May 5, 2026", "event": "Quarterly results call", "theme": "Cooling", "questioner": "Joseph Ritchie", "respondent": "Paulo Sternadt", "ask": "Can Boyd integrate and expand capacity without disrupting delivery?", "management_answer": "Management described deliberate integration and historically modest capital intensity.", "status": "partially answered", "follow_up": "Specific capacity additions, dates and execution risks.", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 633", "raw_name": "Joseph Ritchie", "analyst": "Joseph Ritchie", "skills": [ "F7", "F9", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA124", "company": "Eaton", "ticker": "ETN", "call_id": "ETN_2026Q2", "quarter": "FY2026 Q2", "date": "July 31, 2026", "event": "Quarterly results call", "theme": "Power", "questioner": "Andrew Kaplowitz", "respondent": "Paulo Sternadt", "ask": "How does the DC transition affect Eaton's content and position?", "management_answer": "Management confirmed its current content estimate and identified transformers, DC breakers, power electronics, cooling and service as required capabilities.", "status": "answered", "follow_up": "Future architecture content and efficiency still require design-level validation.", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 735", "raw_name": "Andrew Kaplowitz", "analyst": "Andrew Kaplowitz", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA125", "company": "Vertiv", "ticker": "VRT", "call_id": "VRT_2025Q3", "quarter": "FY2025 Q3", "date": "October 22, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Andrew Alec Kaplowitz", "respondent": "Giordano Albertazzi", "ask": "Can capacity expansion keep up with backlog?", "management_answer": "Management emphasized existing-site expansion and productivity, declining specific next-year capex.", "status": "partially answered", "follow_up": "Capacity commissioning and throughput by product.", "url": "https://www.roic.ai/quote/VRT/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 502", "raw_name": "Andrew Alec Kaplowitz", "analyst": "Andrew Kaplowitz", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA126", "company": "Vertiv", "ticker": "VRT", "call_id": "VRT_2025Q4", "quarter": "FY2025 Q4", "date": "February 11, 2026", "event": "Quarterly results call", "theme": "Cooling", "questioner": "Mark Trevor Delaney", "respondent": "Giordano Albertazzi", "ask": "How will thermal architectures change mix and content?", "management_answer": "Management expected hybrid thermal chains and continued CDU relevance, dependent on workload and resiliency.", "status": "answered", "follow_up": "Validate full-site thermal design rather than extrapolating one GPU configuration.", "url": "https://www.roic.ai/quote/VRT/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 711", "raw_name": "Mark Trevor Delaney", "analyst": "Mark Trevor Delaney", "skills": [ "F7", "F9", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA127", "company": "Vertiv", "ticker": "VRT", "call_id": "VRT_2026Q1", "quarter": "FY2026 Q1", "date": "April 22, 2026", "event": "Quarterly results call", "theme": "Platform", "questioner": "Noah Kaye", "respondent": "Giordano Albertazzi", "ask": "Is procurement moving from individual products to integrated systems?", "management_answer": "Management described a gradual, partial shift toward modules and converged systems with varying customer adoption.", "status": "answered", "follow_up": "Define integration responsibility and interface ownership.", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 630", "raw_name": "Noah Kaye", "analyst": "Noah Kaye", "skills": [ "F6", "F10", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA128", "company": "Vertiv", "ticker": "VRT", "call_id": "VRT_2026Q2", "quarter": "FY2026 Q2", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Scott Davis", "respondent": "Giordano Albertazzi", "ask": "What caused delivery timing shifts and congestion?", "management_answer": "Management cited project complexity and internal as well as external supply interdependencies.", "status": "partially answered", "follow_up": "Specific delayed milestones and recurrence risk.", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 305", "raw_name": "Scott Davis", "analyst": "Scott Davis", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA129", "company": "Digital Realty", "ticker": "DLR", "call_id": "DLR_2026Q1", "quarter": "FY2026 Q1", "date": "April 23, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Michael Rollins", "respondent": "Andrew Power; Matt Mercier", "ask": "What do different lease sizes reveal about AI demand?", "management_answer": "Management cited inference-related demand across very large and sub-megawatt deployments.", "status": "answered", "follow_up": "Do not map all inference to small edge sites.", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 490", "raw_name": "Michael Rollins", "analyst": "Michael Rollins", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA130", "company": "Digital Realty", "ticker": "DLR", "call_id": "DLR_2026Q2", "quarter": "FY2026 Q2", "date": "July 23, 2026", "event": "Quarterly results call", "theme": "Power", "questioner": "Michael Rollins", "respondent": "Andrew Power; Matt Mercier", "ask": "What power is committed and when does development capacity arrive?", "management_answer": "Management discussed development and preleasing without a complete year-by-year energized-power schedule.", "status": "partially answered", "follow_up": "Utility commitments and energization dates by site.", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 400", "raw_name": "Michael Rollins", "analyst": "Michael Rollins", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA131", "company": "Equinix", "ticker": "EQIX", "call_id": "EQIX_2025Q3", "quarter": "FY2025 Q3", "date": "October 29, 2025", "event": "Quarterly results call", "theme": "Power", "questioner": "James Schneider", "respondent": "Adaire Fox-Martin", "ask": "How secure is power for new projects?", "management_answer": "Management described contracted or advanced-stage power arrangements and utility-related investment requirements.", "status": "partially answered", "follow_up": "Separate executed agreements from ongoing discussions.", "url": "https://www.roic.ai/quote/EQIX/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 566", "raw_name": "James Schneider", "analyst": "James Schneider", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA132", "company": "Equinix", "ticker": "EQIX", "call_id": "EQIX_2025Q4", "quarter": "FY2025 Q4", "date": "February 11, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Cameron McVeigh", "respondent": "Adaire Fox-Martin; Keith D. Taylor", "ask": "When is enterprise inference arriving and why does interconnection matter?", "management_answer": "Management cited emerging enterprise demand and private connectivity as a deployment enabler.", "status": "answered", "follow_up": "Workload-level demand attribution and connection economics.", "url": "https://www.roic.ai/quote/EQIX/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 743", "raw_name": "Cameron McVeigh", "analyst": "Cameron McVeigh", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA133", "company": "Equinix", "ticker": "EQIX", "call_id": "EQIX_2026Q1", "quarter": "FY2026 Q1", "date": "Apr 29, 2026", "event": "Quarterly results call", "theme": "Power", "questioner": "Joseph Osha", "respondent": "Adair Fox-Martin", "ask": "Does high-density inference face space, thermal or power limits?", "management_answer": "Management identified power as the largest constraint and said densification can require reserving adjacent space.", "status": "answered", "follow_up": "Usable power and service-level compliance by facility.", "url": "https://stockanalysis.com/stocks/eqix/transcripts/555468-q1-2026/", "locator": "Q&A; question starts at captured source line 497", "raw_name": "Joseph Osha", "analyst": "Joseph Osha", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA134", "company": "Equinix", "ticker": "EQIX", "call_id": "EQIX_2026Q2", "quarter": "FY2026 Q2", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Power", "questioner": "Michael Elias", "respondent": "Adaire Rita Fox-Martin; Olivier C. Leonetti", "ask": "How much expansion has an executed utility agreement?", "management_answer": "Management grouped contracted power with high-confidence future contracting instead of giving the requested proportion.", "status": "partially answered", "follow_up": "Executed-versus-expected power split and energization gates.", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 622", "raw_name": "Michael Elias", "analyst": "Michael Elias", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA135", "company": "Applied Materials", "ticker": "AMAT", "call_id": "AMAT_2025Q4", "quarter": "FY2025 Q4", "date": "November 13, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Atif Malik", "respondent": "Brice Hill", "ask": "Are memory customers constrained by fab-shell space?", "management_answer": "Management said aggregate space appeared available but customer-specific installation and qualification schedules differed.", "status": "answered", "follow_up": "Check each customer rather than treating macro capacity as immediately usable.", "url": "https://www.roic.ai/quote/AMAT/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 628", "raw_name": "Atif Malik", "analyst": "Atif Malik", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Citi", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA136", "company": "Applied Materials", "ticker": "AMAT", "call_id": "AMAT_2026Q2", "quarter": "FY2026 Q2", "date": "May 14, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Harlan Sur", "respondent": "Gary Dickerson", "ask": "Is improving existing-fab output and yield an incremental driver?", "management_answer": "Management confirmed customer emphasis on productivity and yield while new space takes time.", "status": "answered", "follow_up": "Quantify good-wafer output improvements.", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 521", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA137", "company": "Applied Materials", "ticker": "AMAT", "call_id": "AMAT_2026Q3", "quarter": "FY2026 Q3", "date": "August 13, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Jim Schneider", "respondent": "Brice A. Hill; Gary E. Dickerson", "ask": "Which segment leads incremental equipment strength?", "management_answer": "Management described broad AI-related demand across leading logic, DRAM and packaging without ranking them.", "status": "partially answered", "follow_up": "Segment-specific incremental capacity and growth.", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 753", "raw_name": "Jim Schneider", "analyst": "James Schneider", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Goldman Sachs", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA138", "company": "ASML", "ticker": "ASML", "call_id": "ASML_2025Q3", "quarter": "FY2025 Q3", "date": "Oct 15, 2025", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Didier Scemama", "respondent": "Christophe Fouquet", "ask": "Can AI capacity announcements be translated into EUV demand?", "management_answer": "Management declined a mechanical conversion and emphasized broader customer participation.", "status": "partially answered", "follow_up": "Firm wafer plans, layer counts and tool productivity.", "url": "https://stockanalysis.com/quote/ams/ASML/transcripts/393823-q3-2025-investor-call/", "locator": "Q&A; question starts at captured source line 271", "raw_name": "Didier Scemama", "analyst": "Didier Scemama", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA139", "company": "ASML", "ticker": "ASML", "call_id": "ASML_2025Q4", "quarter": "FY2025 Q4", "date": "Jan 28, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Didier Scemama", "respondent": "Christophe Fouquet", "ask": "Will DRAM architecture changes reduce EUV demand through tool reuse?", "management_answer": "Management described multi-node planning and process simplification benefits from EUV.", "status": "partially answered", "follow_up": "Net tool additions after reuse and productivity.", "url": "https://stockanalysis.com/quote/ams/ASML/transcripts/542404-q4-2025-investor-call/", "locator": "Q&A; question starts at captured source line 397", "raw_name": "Didier Scemama", "analyst": "Didier Scemama", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA140", "company": "ASML", "ticker": "ASML", "call_id": "ASML_2026Q1", "quarter": "FY2026 Q1", "date": "Apr 15, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Lee Simpson", "respondent": "Christophe Fouquet; Roger Dassen", "ask": "Will EUV equipment become the expansion bottleneck?", "management_answer": "Management pointed to manufacturing, cycle-time and productivity levers and said it was not currently the bottleneck.", "status": "answered", "follow_up": "Compare promised throughput with customer delivery windows.", "url": "https://stockanalysis.com/quote/ams/ASML/transcripts/529506-q1-2026-investor-call/", "locator": "Q&A; question starts at captured source line 569", "raw_name": "Lee Simpson", "analyst": "Lee Simpson", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Morgan Stanley", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA141", "company": "ASML", "ticker": "ASML", "call_id": "ASML_2026Q2", "quarter": "FY2026 Q2", "date": "July 15, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Stéphane Houri", "respondent": "Christophe Fouquet", "ask": "How much memory equipment growth is volume versus lithography intensity?", "management_answer": "Management identified both HBM/DDR volumes and additional layers without quantifying the split.", "status": "partially answered", "follow_up": "Volume/intensity bridge; equipment revenue does not equal bit-capacity growth.", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 607", "raw_name": "Stéphane Houri", "analyst": "Stephane Houri", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA142", "company": "KLA", "ticker": "KLAC", "call_id": "KLAC_2026Q1", "quarter": "FY2026 Q1", "date": "October 29, 2025", "event": "Quarterly results call", "theme": "Packaging", "questioner": "Brian Chin", "respondent": "Bren Higgins; Kevin Kessel", "ask": "Does packaging growth include HBM as well as logic?", "management_answer": "Management expressed confidence in both markets without separating contributions.", "status": "partially answered", "follow_up": "HBM-specific inspection demand and share.", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 782", "raw_name": "Brian Chin", "analyst": "Brian Chin", "skills": [ "F7", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA143", "company": "KLA", "ticker": "KLAC", "call_id": "KLAC_2026Q2", "quarter": "FY2026 Q2", "date": "January 29, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Chris Caso", "respondent": "Bren Higgins", "ask": "How does equipment growth differ between DRAM and logic?", "management_answer": "Management expected faster DRAM growth with both HBM and conventional-memory demand.", "status": "answered", "follow_up": "Track actual equipment deliveries and qualified output.", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 677", "raw_name": "Chris Caso", "analyst": "Chris Caso", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA144", "company": "KLA", "ticker": "KLAC", "call_id": "KLAC_2026Q3", "quarter": "FY2026 Q3", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Harlan Sur", "respondent": "Richard Wallace", "ask": "Is incremental demand from new fabs, migration or yield work?", "management_answer": "Management described urgent near-term deliveries and broad future greenfield activity, without a precise decomposition.", "status": "partially answered", "follow_up": "Separate capacity additions from technology transitions.", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 404", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA145", "company": "KLA", "ticker": "KLAC", "call_id": "KLAC_2026Q4", "quarter": "FY2026 Q4", "date": "July 28, 2026", "event": "Quarterly results call", "theme": "Economics", "questioner": "Sreekrishnan Sankarnarayanan", "respondent": "Richard Wallace; Bren Higgins", "ask": "Are tool price changes cost recovery or value pricing?", "management_answer": "Management described both costs and delivered value, with new-product and existing-product mechanisms differing.", "status": "partially answered", "follow_up": "Like-for-like pricing, timing and margin bridge.", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 479", "raw_name": "Sreekrishnan Sankarnarayanan", "analyst": "Sreekrishnan Sankarnarayanan", "skills": [ "F10", "F11", "F12" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA146", "company": "Lam Research", "ticker": "LRCX", "call_id": "LRCX_2026Q1", "quarter": "FY2026 Q1", "date": "October 22, 2025", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Harlan Sur", "respondent": "Tim Archer", "ask": "What limits acceleration of semiconductor supply?", "management_answer": "Management said physical facility timing can exceed equipment lead times.", "status": "answered", "follow_up": "Customer-specific cleanroom availability and tool acceptance.", "url": "https://www.roic.ai/quote/LRCX/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 549", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA147", "company": "Lam Research", "ticker": "LRCX", "call_id": "LRCX_2026Q2", "quarter": "FY2026 Q2", "date": "January 28, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Atif Malik", "respondent": "Doug Bettinger; Tim Archer", "ask": "Are NAND migrations slowing, and when does new capacity arrive?", "management_answer": "Management distinguished DRAM prioritization from continuing NAND upgrades, with capacity additions following.", "status": "answered", "follow_up": "Separate technology upgrades from net wafer capacity.", "url": "https://www.roic.ai/quote/LRCX/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 520", "raw_name": "Atif Malik", "analyst": "Atif Malik", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Citi", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA148", "company": "Lam Research", "ticker": "LRCX", "call_id": "LRCX_2026Q3", "quarter": "FY2026 Q3", "date": "April 22, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Vivek Arya", "respondent": "Timothy Archer; Douglas Bettinger", "ask": "Do customer memory agreements create equipment commitments?", "management_answer": "Management described longer planning visibility and operational benefits without confirming equivalent down-payment obligations.", "status": "partially answered", "follow_up": "Binding equipment orders versus planning discussions.", "url": "https://www.roic.ai/quote/LRCX/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 620", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Bank of America", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA149", "company": "Schneider Electric", "ticker": "SBGSY", "call_id": "SBGSY_2025Q4", "quarter": "FY2025 Q4", "date": "February 26, 2026", "event": "Full-year results", "theme": "Power", "questioner": "Andre Kukhnin", "respondent": "Olivier Pascal Blum; Hilary Maxson", "ask": "How is Schneider positioned for higher-voltage DC, and what is the data-center backlog?", "management_answer": "Management discussed evolving infrastructure requirements but did not provide the requested backlog breakdown.", "status": "partially answered", "follow_up": "Qualified system readiness and comparable backlog disclosure.", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 471", "raw_name": "Andre Kukhnin", "analyst": "Andre Kukhnin", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA150", "company": "Schneider Electric", "ticker": "SBGSY", "call_id": "SBGSY_2026Q2", "quarter": "FY2026 Q2", "date": "July 30, 2026", "event": "Half-year results", "theme": "Power", "questioner": "Benedict Uglow", "respondent": "Olivier Pascal Blum; Antoine Sage", "ask": "Is strong demand mainly data centers and semiconductors?", "management_answer": "Management described broader electrification, grid and industrial demand alongside data centers.", "status": "answered", "follow_up": "Avoid assigning all electrical growth to AI.", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 695", "raw_name": "Benedict Uglow", "analyst": "Benedict Uglow", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA151", "company": "Samsung", "ticker": "005930.KS", "call_id": "005930.KS_2025Q4", "quarter": "FY2025 Q4", "date": "January 29, 2026", "event": "Quarterly results call", "theme": "Foundry", "questioner": "Nicolas Gaudois", "respondent": "Sukchae Kang; Unknown Executive", "ask": "What is the status of advanced nodes and turnkey memory/packaging?", "management_answer": "Management described process targets, customer collaboration and integrated capabilities.", "status": "partially answered", "follow_up": "Customer qualification, yields and production volumes.", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 436", "raw_name": "Nicolas Gaudois", "analyst": "Nicolas Gaudois", "skills": [ "F7", "F9", "F8" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA152", "company": "Samsung", "ticker": "005930.KS", "call_id": "005930.KS_2026Q1", "quarter": "FY2026 Q1", "date": "April 29, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "S. K. Kim", "respondent": "Unknown Executive", "ask": "How is HBM4 ramping?", "management_answer": "Management described commercial shipments, booked capacity and a larger second-half contribution.", "status": "answered", "follow_up": "Independent customer acceptance and realized ramp.", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/1-quarter", "locator": "Q&A; question starts at captured source line 433", "raw_name": "S. K. Kim", "analyst": "S. K. Kim", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA153", "company": "Samsung", "ticker": "005930.KS", "call_id": "005930.KS_2026Q2", "quarter": "FY2026 Q2", "date": "July 29, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Ricky Seo", "respondent": "Jaejune Kim", "ask": "How will Samsung balance HBM and conventional DRAM?", "management_answer": "Management maintained a balanced portfolio objective while expanding HBM and citing future customer agreements.", "status": "answered", "follow_up": "Wafer allocation and opportunity cost by product.", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 348", "raw_name": "Ricky Seo", "analyst": "Ricky Seo", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA154", "company": "SK hynix", "ticker": "000660.KS", "call_id": "000660.KS_2025Q3", "quarter": "FY2025 Q3", "date": "Oct 29, 2025", "event": "Quarterly results call", "theme": "Memory", "questioner": "Kim Ki-tae / operator names Jong-wook Lee; attribution uncertain", "respondent": "Management via interpreter", "ask": "Can HBM meet above-standard customer requirements?", "management_answer": "Management said enhanced samples and production address higher bandwidth needs and expected requirements to keep rising.", "status": "answered", "follow_up": "Verify customer qualification and bandwidth/power together.", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/366315-q3-2025/", "locator": "Q&A; question starts at captured source line 139", "raw_name": "Kim Ki-tae / operator names Jong-wook Lee; attribution uncertain", "analyst": "Kim Ki-tae / operator names Jong-wook Lee; attribution uncertain", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "uncertain", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA155", "company": "SK hynix", "ticker": "000660.KS", "call_id": "000660.KS_2025Q4", "quarter": "FY2025 Q4", "date": "Jan 29, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Hyung Kyun Ryu, Daishin Securities", "respondent": "Management via interpreter", "ask": "How do new memory supply agreements differ from older ones?", "management_answer": "Management described stronger mutual commitments than historically flexible volume agreements, withholding contract specifics.", "status": "partially answered", "follow_up": "Binding term, volume, price and cancellation provisions.", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/397711-q4-2025/", "locator": "Q&A; question starts at captured source line 166", "raw_name": "Hyung Kyun Ryu, Daishin Securities", "analyst": "Hyung Kyun Ryu, Daishin Securities", "skills": [ "F7", "F3", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA156", "company": "SK hynix", "ticker": "000660.KS", "call_id": "000660.KS_2026Q1", "quarter": "FY2026 Q1", "date": "Apr 23, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Ricky Seo, HSBC", "respondent": "Park Joon-deok via interpreter", "ask": "What is HBM4 qualification status, shipment timing and share?", "management_answer": "Management emphasized customer-aligned ramp readiness and overall competitiveness without the requested detailed schedule or share.", "status": "partially answered", "follow_up": "Customer acceptance, mass shipments and product mix.", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/547968-q1-2026/", "locator": "Q&A; question starts at captured source line 442", "raw_name": "Ricky Seo, HSBC", "analyst": "Ricky Seo", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA157", "company": "SK hynix", "ticker": "000660.KS", "call_id": "000660.KS_2026Q2", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "event": "Quarterly results call", "theme": "Memory", "questioner": "Hyung-keun Ryu, Daishin Securities", "respondent": "Song Chang-seop via interpreter", "ask": "How will SSD products address inference and cache offload?", "management_answer": "Management described a workload-specific hierarchy of high-capacity QLC, performance TLC and SLC-mode products.", "status": "answered", "follow_up": "Measured cache-offload latency, endurance and total cost.", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Q&A; question starts at captured source line 794", "raw_name": "Hyung-keun Ryu, Daishin Securities", "analyst": "Hyung-keun Ryu, Daishin Securities", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA158", "company": "Samsung", "ticker": "005930.KS", "call_id": "005930.KS_2025Q3", "quarter": "FY2025 Q3", "date": "October 30, 2025", "event": "Quarterly results call", "theme": "Memory", "questioner": "Dongwon Kim, KB Securities", "respondent": "Unidentified executive and Soon-Cheol Park, interpreted", "ask": "Has customer HBM qualification completed and what is the roadmap?", "management_answer": "Management withheld customer-specific qualification under confidentiality, while describing HBM3E sales and HBM4 samples.", "status": "partially answered", "follow_up": "Customer-specific acceptance is not established by shipment growth alone.", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 368", "raw_name": "Dongwon Kim, KB Securities", "analyst": "Dongwon Kim, KB Securities", "skills": [ "F7", "F8", "F4" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA159", "company": "Lenovo", "ticker": "LNVGY", "call_id": "LNVGY_2026Q2", "quarter": "FY2026 Q2", "date": "November 20, 2025", "event": "Quarterly results call", "theme": "Cooling", "questioner": "Jim Au, DBS; read by Lixi Yuan", "respondent": "Ashley Gorakhpurwalla", "ask": "How does liquid cooling support the infrastructure opportunity?", "management_answer": "Management linked Neptune to energy efficiency and air-to-liquid conversion services.", "status": "answered", "follow_up": "Customer-validated energy and deployment results.", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2026-year/2-quarter", "locator": "Q&A; question starts at captured source line 415", "raw_name": "Jim Au, DBS; read by Lixi Yuan", "analyst": "Jim Au, DBS; read by Lixi Yuan", "skills": [ "F7", "F9", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "proxy-read", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA160", "company": "Lenovo", "ticker": "LNVGY", "call_id": "LNVGY_2026Q3", "quarter": "FY2026 Q3", "date": "February 12, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Leping, Huatai Securities; read by Lixi Yuan", "respondent": "Yang Yuanqing and Ashley Gorakhpurwalla", "ask": "How does restructuring position Lenovo for inference?", "management_answer": "Management described portfolio simplification, stronger inference offerings and changes to enterprise delivery and sales.", "status": "answered", "follow_up": "Verify production adoption and operational savings.", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2026-year/3-quarter", "locator": "Q&A; question starts at captured source line 310", "raw_name": "Leping, Huatai Securities; read by Lixi Yuan", "analyst": "Leping, Huatai Securities; read by Lixi Yuan", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "proxy-read", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA161", "company": "Lenovo", "ticker": "LNVGY", "call_id": "LNVGY_2026Q4", "quarter": "FY2026 Q4", "date": "May 22, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "William Huang, Huatai Securities; read by Lixi Yuan", "respondent": "Ashley Gorakhpurwalla", "ask": "What customer and training/inference mix sits in the pipeline?", "management_answer": "Management described broad geographic/customer participation and expected a shift toward inference without a numerical split.", "status": "partially answered", "follow_up": "Pipeline mix and conversion by workload.", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2026-year/4-quarter", "locator": "Q&A; question starts at captured source line 343", "raw_name": "William Huang, Huatai Securities; read by Lixi Yuan", "analyst": "William Huang, Huatai Securities; read by Lixi Yuan", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "proxy-read", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA162", "company": "Lenovo", "ticker": "LNVGY", "call_id": "LNVGY_2027Q1", "quarter": "FY2027 Q1", "date": "August 13, 2026", "event": "Quarterly results call", "theme": "Capacity", "questioner": "Albert Hung, JPMorgan; read by Lixi Yuan", "respondent": "Ashley Gorakhpurwalla", "ask": "Is the AI pipeline committed orders, and when will it convert?", "management_answer": "Management explicitly distinguished uncommitted or unqualified opportunities from orders and did not give a conversion forecast.", "status": "partially answered", "follow_up": "Do not add pipeline to backlog; obtain conversion and delivery schedules.", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2027-year/1-quarter", "locator": "Q&A; question starts at captured source line 380", "raw_name": "Albert Hung, JPMorgan; read by Lixi Yuan", "analyst": "Albert Hung, JPMorgan; read by Lixi Yuan", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "proxy-read", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA163", "company": "Schneider Electric", "ticker": "SBGSY", "call_id": "SBGSY_2025Q3", "quarter": "FY2025 Q3", "date": "October 30, 2025", "event": "Q3 revenue update", "theme": "Capacity", "questioner": "Phil Buller, JPMorgan", "respondent": "Hilary Maxson", "ask": "Is data-center equipment capacity limiting growth?", "management_answer": "Management said lead times had generally normalized and capacity investment would continue.", "status": "partially answered", "follow_up": "Utilization was not quantified; portfolio conditions differ.", "url": "https://www.se.com/ww/fr/assets/342/document/527556/transcript-Q3-results-2025.pdf?p_File_Name=2025+Q3+Financial+results+transcript&p_enDocType=Financial+release", "locator": "Q&A; question starts at captured source line 302", "raw_name": "Phil Buller, JPMorgan", "analyst": "Phil Buller, JPMorgan", "skills": [ "F7", "F9", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA164", "company": "Schneider Electric", "ticker": "SBGSY", "call_id": "SBGSY_2026Q1", "quarter": "FY2026 Q1", "date": "April 30, 2026", "event": "Q1 revenue update", "theme": "Power", "questioner": "Gael de-Bray, Deutsche Bank", "respondent": "Olivier Blum", "ask": "What is the DC-power architecture roadmap?", "management_answer": "Management described a gradual rollout, early sidecar solutions followed by more integrated systems and selected partners.", "status": "answered", "follow_up": "Qualification dates and integration responsibility.", "url": "https://www.se.com/ww/fr/assets/pdf/transcript-Q1-results-2026", "locator": "Q&A; question starts at captured source line 374", "raw_name": "Gael de-Bray, Deutsche Bank", "analyst": "Gael de-Bray, Deutsche Bank", "skills": [ "F9", "F7", "F10" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA165", "company": "Digital Realty", "ticker": "DLR", "call_id": "DLR_2025Q3", "quarter": "FY2025 Q3", "date": "October 23, 2025", "event": "Quarterly results call", "theme": "Inference", "questioner": "Jonathan Petersen", "respondent": "Andrew Power; Colin McLean", "ask": "Is latency-sensitive AI demand appearing in major metros?", "management_answer": "Management described broad AI/cloud dialogue and forthcoming capacity, without specific latency-sensitive application examples.", "status": "partially answered", "follow_up": "Named workload requirements and actual latency budgets.", "url": "https://www.roic.ai/quote/DLR/transcripts/2025-year/3-quarter", "locator": "Q&A; question starts at captured source line 325", "raw_name": "Jonathan Petersen", "analyst": "Jonathan Petersen", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA166", "company": "Digital Realty", "ticker": "DLR", "call_id": "DLR_2025Q4", "quarter": "FY2025 Q4", "date": "February 5, 2026", "event": "Quarterly results call", "theme": "Inference", "questioner": "Michael Elias", "respondent": "Andrew P. Power; Colin McLean", "ask": "Are larger enterprise blocks a sign of inference demand?", "management_answer": "Management described emerging conversations for larger contiguous blocks as inference develops.", "status": "answered", "follow_up": "Distinguish discussions from signed, operating inference deployments.", "url": "https://www.roic.ai/quote/DLR/transcripts/2025-year/4-quarter", "locator": "Q&A; question starts at captured source line 649", "raw_name": "Michael Elias", "analyst": "Michael Elias", "skills": [ "F10", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "Unknown / verify at call date", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA167", "company": "Applied Materials", "ticker": "AMAT", "call_id": "AMAT_2026Q1", "quarter": "FY2026 Q1", "date": "Feb 12, 2026", "event": "Quarterly results call", "theme": "Packaging", "questioner": "Krish Sankar, TD Cowen", "respondent": "Gary Dickerson", "ask": "How fast will advanced packaging grow relative to equipment overall?", "management_answer": "Management highlighted HBM and 3D stacking plus larger future substrates without quantifying relative growth.", "status": "partially answered", "follow_up": "Packaging growth decomposition and customer qualification.", "url": "https://stockanalysis.com/stocks/amat/transcripts/418980-q1-2026/", "locator": "Q&A; question starts at captured source line 239", "raw_name": "Krish Sankar, TD Cowen", "analyst": "Krish Sankar", "skills": [ "F7", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "TD Cowen", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA168", "company": "Lam Research", "ticker": "LRCX", "call_id": "LRCX_2026Q4", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "event": "Quarterly results call", "theme": "Packaging", "questioner": "Harlan Sur, JPMorgan", "respondent": "Tim Archer and Doug Bettinger", "ask": "What drives the stronger advanced-packaging outlook?", "management_answer": "Management cited broad HBM and logic packaging adoption, with panel packaging still early.", "status": "answered", "follow_up": "Separate technology adoption, pull-ins and sustained volume.", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Q&A; question starts at captured source line 279", "raw_name": "Harlan Sur, JPMorgan", "analyst": "Harlan Sur", "skills": [ "F7", "F6", "F14" ], "evidence_status": "Imported selected-question ledger; not independently reverified this run", "mapping_status": "Editorial skill mapping", "identity_status": "attributed in imported transcript ledger", "institution_hint": "J.P. Morgan", "institution_status": "Lookup hint; not verified for this call" }, { "id": "QA169", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Quarterly results call", "theme": "CapEx", "questioner": "Timothy R. Curie", "respondent": "Micron management", "ask": "What capital-return milestones and long-term capital intensity are appropriate?", "management_answer": "CFO discussed higher construction spending but did not give a full-year CapEx target.", "status": "partially answered", "follow_up": "Separate customer-deposit liabilities from cash available for shareholder returns.", "url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "locator": "Q&A lines 138–155; identity cross-check: Seeking Alpha participant roster", "raw_name": "Timothy R. Curie", "analyst": "Timothy Arcuri", "skills": [ "F9", "F10", "F11" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "UBS Securities LLC", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA170", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Quarterly results call", "theme": "Margin", "questioner": "CJ Muse", "respondent": "Micron management", "ask": "Which inventory costs lower the next-quarter gross margin?", "management_answer": "CFO identified incentive compensation absorbed into inventory and later recognized in cost of sales.", "status": "answered", "follow_up": "Build a cost-recognition bridge before attributing the decline to pricing.", "url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "locator": "Q&A lines 162–182", "raw_name": "CJ Muse", "analyst": "C.J. Muse", "skills": [ "F2", "F3", "F11" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Cantor Fitzgerald", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA171", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Quarterly results call", "theme": "Cycle", "questioner": "Vivek Arya", "respondent": "Micron management", "ask": "Could added capacity or lower memory content end favorable pricing?", "management_answer": "Management expected continued tightness and described lower content as enabling more system shipments.", "status": "partially answered", "follow_up": "Model total bits as system units times content; test whether reduced content becomes persistent.", "url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "locator": "Q&A lines 189–212", "raw_name": "Vivek Arya", "analyst": "Vivek Arya", "skills": [ "F8", "F12", "F14" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "BofA Securities", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA172", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Quarterly results call", "theme": "Supply", "questioner": "Harlan Sur", "respondent": "Micron management", "ask": "How much forward revenue could ongoing SCA negotiations cover?", "management_answer": "Management emphasized improving visibility without quantifying the eventual coverage.", "status": "partially answered", "follow_up": "Distinguish signed agreements, negotiation pipeline and enforceable commitments.", "url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "locator": "Q&A lines 240–254", "raw_name": "Harlan Sur", "analyst": "Harlan Sur", "skills": [ "F3", "F7", "F14" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "J.P. Morgan", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA173", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "Pricing", "questioner": "Melissa Weathers", "respondent": "Micron management", "ask": "How much HBM market growth comes from bits versus prices?", "management_answer": "Management did not update TAM; it highlighted faster HBM growth and the 2027 pricing reset.", "status": "partially answered", "follow_up": "Rebuild revenue from bits, price and mix instead of extrapolating a dollar TAM.", "url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "locator": "Post-call Q&A lines 174–203; ROIC lines 294–334", "raw_name": "Melissa Weathers", "analyst": "Melissa Weathers", "skills": [ "F2", "F4", "F5" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Deutsche Bank", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA174", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "Pricing", "questioner": "Jim Schneider", "respondent": "Micron management", "ask": "Do new SCAs change price bands or the pricing framework?", "management_answer": "Management said frameworks remain similar while new negotiations reflect stronger market pricing.", "status": "partially answered", "follow_up": "Model new contract vintages separately; do not assume old bands automatically reset.", "url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "locator": "Post-call Q&A lines 342–387", "raw_name": "Jim Schneider", "analyst": "James Schneider", "skills": [ "F3", "F7", "F14" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Goldman Sachs", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA175", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "CapEx", "questioner": "Chris Caso", "respondent": "Micron management", "ask": "Why does construction spending grow faster than tool spending?", "management_answer": "Management linked the increase to cleanrooms available in late 2028 and beyond, rather than immediate bits.", "status": "answered", "follow_up": "Separate construction, tools, qualification and usable output in the supply model.", "url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "locator": "Post-call Q&A lines 391–409", "raw_name": "Chris Caso", "analyst": "Chris Caso", "skills": [ "F6", "F7", "F9" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Wolfe Research", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA176", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "Supply", "questioner": "Joseph Moore", "respondent": "Micron management", "ask": "Why would supply growth slow despite higher CapEx?", "management_answer": "Management cited HBM trade ratios, node-transition limits and delayed cleanroom ramps.", "status": "answered", "follow_up": "Calculate output by wafer allocation, bits per wafer and qualification lag.", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/4-quarter", "locator": "Post-earnings call Q&A lines 501–536; event type confirmed by StockAnalysis", "raw_name": "Joseph Moore", "analyst": "Joseph Moore", "skills": [ "F5", "F7", "F9" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Morgan Stanley", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA177", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "Product", "questioner": "Karl Ackerman", "respondent": "Micron management", "ask": "Who captures the value of a customized HBM4E base die?", "management_answer": "CTO clarified that HBM4E uses a foundry process; management expected a premium product.", "status": "partially answered", "follow_up": "Compare foundry costs, qualification expense and customer concentration against the premium.", "url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "locator": "Post-call Q&A lines 306–339", "raw_name": "Karl Ackerman", "analyst": "Karl Ackerman", "skills": [ "F2", "F6", "F10" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "BNP Paribas", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" }, { "id": "QA178", "company": "Micron", "ticker": "MU", "call_id": "MU_2026Q4_post", "quarter": "FY2026 Q4", "date": "September 30, 2026", "event": "Post-earnings analyst call", "theme": "Product", "questioner": "Mehdi Hosseini", "respondent": "Micron management", "ask": "Does wafer-level fungibility improve DRAM cost management?", "management_answer": "Management distinguished flexible shared lines from product-specific process steps and rejected an automatic cost benefit.", "status": "answered", "follow_up": "Require product-specific yields and changeover costs before treating wafer capacity as fungible.", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/4-quarter", "locator": "Post-earnings Q&A lines 558–583", "raw_name": "Mehdi Hosseini", "analyst": "Mehdi Hosseini", "skills": [ "F7", "F10", "F14" ], "evidence_status": "Public transcript mirror checked 2026-10-05; not audio-verified", "mapping_status": "Editorial skill mapping", "identity_status": "Attributed in dated transcript; reviewed alias where applicable", "institution_hint": "Susquehanna International Group", "institution_status": "Verified in dated call transcript/participant roster", "verified_at": "2026-10-05" } ], "coverage": [ { "company": "AMD", "institution": "Aletheia Capital", "analyst": "Warren Lau", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Arete Research", "analyst": "Janco Venter", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Argus Research", "analyst": "Jim Kelleher", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Bank of America Global Research", "analyst": "Vivek Arya", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Barclays Capital", "analyst": "Tom O’Malley", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Baptista Research", "analyst": "Ishan Majumdar", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "The Benchmark Company", "analyst": "Cody Acree", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Bernstein Research", "analyst": "Stacy Rasgon", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "BMO", "analyst": "Harsh Kumar", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Bocom International", "analyst": "Dawai Wang", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Cantor Fizgerald", "analyst": "C.J. Muse", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Citigroup", "analyst": "Atif Malik", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "Cleveland Research", "analyst": "Chandler Converse", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "AMD", "institution": "CLSA", "analyst": "Bhavtosh Vajpayee", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Mizuho", "analyst": "Vikram Malhotra", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "MoffettNathanson", "analyst": "Nick Del Deo", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Morgan Stanley", "analyst": "Cameron McVeigh", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "RBC Capital Markets", "analyst": "Jonathan Atkin", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Scotiabank", "analyst": "Maher Yaghi", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Stifel", "analyst": "Erik Rasmussen", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "TD Cowen", "analyst": "Michael Elias", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Truist Securities", "analyst": "Matthew Niknam", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "UBS", "analyst": "John Hodulik", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Wells Fargo", "analyst": "Eric Luebchow", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Wolfe Research", "analyst": "Andrew Rosivach", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "86Research Ltd.", "analyst": "Xueru Zhang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Bank of China International Ltd", "analyst": "Michael Meng", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Barclays", "analyst": "Jiong Shao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Benchmark Company LLC", "analyst": "Fawne Jiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "BofA Merrill Lynch", "analyst": "Miranda Zhuang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "CCB International", "analyst": "Cathy Chan", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "China Renaissance", "analyst": "Ella Ji", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "CICC", "analyst": "Yang Bai", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Citi", "analyst": "Alicia Yap", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Citic Securities", "analyst": "Yingbo Xu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "CLSA", "analyst": "Elinor Leung", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "CMB International", "analyst": "Saiyi He", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Daiwa", "analyst": "John Choi", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Deutsche Bank", "analyst": "Leo Chiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "GF Securities", "analyst": "Shi Kuang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "ICBC", "analyst": "Zeping Zhao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Goldman Sachs", "analyst": "LincoIn Kong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Haitong International", "analyst": "Daisy Chen", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "HSBC", "analyst": "Charlene Liu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Huatai Securities", "analyst": "Lulu Xia", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "J.P. Morgan", "analyst": "Alex Yao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Jefferies", "analyst": "Thomas Chong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Macquarie", "analyst": "Ellie Jiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Mizuho", "analyst": "James Lee", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Morgan Stanley", "analyst": "Gary Yu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Morningstar", "analyst": "Kai Wang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "New Street Research", "analyst": "Jin Yoon", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Nomura", "analyst": "Jialong Shi", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "Susquehanna", "analyst": "Shyam Patil", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "TH Capital", "analyst": "Tian Hou", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "UBS", "analyst": "Wei Xiong / Kenneth Fong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Baidu", "institution": "US Tiger", "analyst": "Bo Pei", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Barclays", "analyst": "Tim Long", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "BofA Securities", "analyst": "Ruplu Bhattachary", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Citi", "analyst": "Asiya Merchant", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "CJS Securities", "analyst": "Jon Tanwanteng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "JPMorgan", "analyst": "Samik Chatterjee", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "KeyBanc", "analyst": "Brandon Nispel", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Loop Capital", "analyst": "Ananda Baruah", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Mizuho Securities USA", "analyst": "Vijay Rakesh", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Needham & Company", "analyst": "Quinn Bolton", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Nomura Research", "analyst": "Donnie Teng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Northland Securities", "analyst": "Nehal Choski", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Raymond James", "analyst": "Simon Leopold", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Stifel, Nicolaus & Co.", "analyst": "Mark Kelley", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Susquehanna Financial Group", "analyst": "Shyam Patil", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "TD Cowen", "analyst": "John Blackledge", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Tigress Financial Partners", "analyst": "Ivan Feinseth", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Truist Securities", "analyst": "Youssef H. Squali", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "UBS", "analyst": "Stephen Ju", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Wells Fargo Securities", "analyst": "Ken Gawrelski", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "William Blair", "analyst": "Ralph Schackart", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Wolfe Research", "analyst": "Shweta Khajuria", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Arete Research", "analyst": "Nam Kim", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Bank of America Merrill Lynch", "analyst": "Robert Cheng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "CAITONG Securities", "analyst": "Hao Yanhui", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Changjiang Securities", "analyst": "Yang yang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "China International Capital Group (CICC)", "analyst": "Li Shiwen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "China Securities", "analyst": "Ying Ying", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "CITIC Securities", "analyst": "Junyun Chen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Citi", "analyst": "Kyna Wong", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "CLSA", "analyst": "Tony Zhang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "DBS", "analyst": "Jim Au", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Dongbei Securities", "analyst": "Li Ming", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Everbright Securities", "analyst": "Fu Tianzi", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "First Shanghai Securities", "analyst": "Harry Huang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "GF Securities", "analyst": "Evan Lee", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Goldman Sachs", "analyst": "Verena Jeng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Great Wall Securities", "analyst": "Zou Lanlan", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Guosheng Securities", "analyst": "Xia Jun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Guotai Haitong Securities", "analyst": "Heping Qin", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Guoxin Securities", "analyst": "Hujian/Xiong li", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "HSBC Securities", "analyst": "Carol Juan", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "HuaTai Securities", "analyst": "Huang Leping", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Huaan Securities", "analyst": "Jin Rong", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Huayuan Securities", "analyst": "Zhu Yun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Industrial Securities", "analyst": "Hong Jiajun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "JP Morgan Securities", "analyst": "Albert Hung", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Kaiyuan Securities", "analyst": "Yang Zhe", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Macquarie", "analyst": "Cherry Ma", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Minsheng Securities", "analyst": "Fang Jing", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Morgan Stanley", "analyst": "Howard Kao", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Morningstar", "analyst": "Jing Jie Yu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Nomura", "analyst": "Donnie Teng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Orient Securities", "analyst": "Kuai Jian", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "SDICSI Securities", "analyst": "Alex Wang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Sealand Securities", "analyst": "Mengzhu Chen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Shenwan Hongyuan Securities", "analyst": "Huang Zhonghuang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Soochow Securities", "analyst": "Zhang Liang Wei", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Southwest Securities", "analyst": "Xiang Jie Wang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "TaiPingYang Securities", "analyst": "Cao Pei", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Tianfeng Securities", "analyst": "Xin Liu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "UBS", "analyst": "Randy Abrams", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "UOB Kay Hian", "analyst": "Johnny Yum", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Yongxing Securities", "analyst": "Ying Hao", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Zheshang Securities", "analyst": "Liu Wenshu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Barclays", "analyst": "Julian Mitchell", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Bernstein Research", "analyst": "Chad Dillard", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "BofA Global Research", "analyst": "Andrew Obin", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Citi", "analyst": "Andrew Kaplowitz", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Deutsche Bank Research", "analyst": "Nicole DeBlase", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Evercore ISI", "analyst": "David Raso", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Goldman Sachs", "analyst": "Joe Ritchie", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "HSBC", "analyst": "Sean McLoughlin", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Jefferies", "analyst": "Stephen Volkmann", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "JP Morgan", "analyst": "Stephen Tusa", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "KeyBanc Capital Markets", "analyst": "Jeffrey Hammond", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Melius Research", "analyst": "Scott Davis", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Mizuho Securities USA", "analyst": "Brett Linzey", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Morgan Stanley", "analyst": "Christopher Snyder", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Morningstar Equity Research", "analyst": "Nicholas Lieb", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Oppenheimer", "analyst": "Christopher Glynn", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Raymond James", "analyst": "Tim Thein", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "RBC Capital Markets", "analyst": "Deane Dray", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "UBS", "analyst": "Amit Mehrotra", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Vertical Research Partners", "analyst": "Jeffrey Sprague", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Wells Fargo Securities", "analyst": "Joseph O'Dea", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Wolfe Research", "analyst": "Nigel Coe", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "86Research", "analyst": "Charlie Chai", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Arete Research", "analyst": "Richard Kramer", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Barclays", "analyst": "Jiong Shao", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "BofA Securities", "analyst": "Alex Liu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "BOC International", "analyst": "Michael Meng", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Bernstein", "analyst": "Robin Zhu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CCB International", "analyst": "Cathy Chan", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "China Galaxy International", "analyst": "Lei Yang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "China Renaissance", "analyst": "Ella Ji", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CICC", "analyst": "Bai Yang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CITIC Securities", "analyst": "Yuan Liao", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Citigroup", "analyst": "Alicia Yap", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CLSA", "analyst": "Elinor Leung", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CMB International", "analyst": "Saiyi He", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Daiwa", "analyst": "John Choi", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Exane BNP Paribas", "analyst": "William Packer", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "GF Securities", "analyst": "Kuang Shi", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Goldman Sachs", "analyst": "Ronald Keung", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Haitong International Securities", "analyst": "Nathan Wang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Huatai", "analyst": "Joanne Ding", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "HSBC", "analyst": "Charlene R Liu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Jefferies", "analyst": "Thomas Chong", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "J.P. 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Bank of America Merrill Lynch", "analyst": "Michael Funk", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Barclays", "analyst": "Brendan Lynch", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Bernstein", "analyst": "Madison Rezaei", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "BMO Capital Markets", "analyst": "Ari Klein", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "BNP Paribas Exane", "analyst": "Nate Crossett", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Cantor", "analyst": "Brett Knoblauch", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Citigroup", "analyst": "Michael Rollins", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Citizens JMP Securities", "analyst": "Greg Miller", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Deutsche Bank", "analyst": "Benjamin Soff", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Evercore ISI", "analyst": "Irvin Liu", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Green Street Advisors", "analyst": "David Guarino", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Guggenheim", "analyst": "Joseph Osha", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "HSBC", "analyst": "Phani Kanumuri", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "J.P. Morgan", "analyst": "Richard Choe", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Jefferies", "analyst": "Jonathan Petersen", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "KeyBanc", "analyst": "Brandon Nispel", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Mizuho", "analyst": "Vikram Malhotra", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "MoffettNathanson", "analyst": "Nick Del Deo", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Morgan Stanley", "analyst": "Cameron McVeigh", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Morningstar", "analyst": "Mark Giarelli", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Oppenheimer", "analyst": "Timothy Horan", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Raymond James", "analyst": "Frank Louthan", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "RBC Capital Markets", "analyst": "Jonathan Atkin", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Scotiabank", "analyst": "Maher Yaghi", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Stifel", "analyst": "Erik Rasmussen", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "TD Cowen", "analyst": "Michael Elias", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Truist", "analyst": "Matthew Niknam", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "UBS", "analyst": "John Hodulik", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Wells Fargo", "analyst": "Eric Luebchow", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Wolfe Research", "analyst": "Andrew Rosivach", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Arete Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Fontanelli", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Argus Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Kelleher", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Baird", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tristan Gerra", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Bank of America Merrill Lynch", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Vivek Arya", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Barclays Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Thomas O'Malley", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Benchmark Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Cody Acree", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Bernstein Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Stacy Rasgon", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Bloomberg", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kunjan Sobhani", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "BNP Paribas", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Karl Ackerman", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Cantor Fitzgerald & Co.", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "C.J. Muse", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "CICC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Qiaosheng Cheng", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Citi", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Atif Malik", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Cleveland Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chandler Converse", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "CLSA", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Bhavtosh Vajpayee", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Craig-Hallum Capital Group", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Richard C. Shannon", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "D.A. Davidson & Co.", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Gil Luria", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Daiwa Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Louis Miscioscia", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Edgewater Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kevin Rottinghaus", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Evercore ISI", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Mark Lipacis", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Goldman, Sachs & Co.", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Schneider", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "HSBC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Frank Lee", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "J. P. Morgan", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Harlan Sur", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Jefferies", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Blayne Curtis", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "KeyBanc Capital Markets", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "John Vinh", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Loop Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ananda Baruah", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "M Science", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chandler Willison", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Melius Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Reitzes", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Mizuho Securities", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Vijay Rakesh", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Morgan Stanley", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Joseph Moore", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Needham & Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Quinn Bolton", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "New Street Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Pierre Ferragu", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Oppenheimer and Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Rick Schafer", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Raymond James", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Simon M. 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kevin Cassidy", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Safra", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Guilherme Bellizzi Motta", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Stifel", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ruben Roy", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Susquehanna Financial Group", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chris Rolland", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "TD Cowen", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Joshua Buchalter", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Tigress Financial Partners LLC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ivan Feinseth", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Truist Securities", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Will Stein", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "UBS", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tim Arcuri", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Wedbush", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Matt Bryson", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Wells Fargo", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Aaron Rakers", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "William Blair & Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Sebastien Naji", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Wolfe Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chris Caso", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "BofA Securities", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tal Liani", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Barclays", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tim Long", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Bloomberg", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Woo Jin Ho", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "BNP Paribas Exane", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Karl Ackerman", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Citi", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Atif Malik", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Cleveland Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Bollin", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Evercore/ISI", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Amit Daryanani", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Goldman Sachs", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Michael Ng", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "HSBC", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Stephen Bersey", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "JP Morgan", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Samik Chatterjee", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Melius Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Reitzes", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Morgan Stanley", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Meta Marshall", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Morning Star", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "William Kerwin", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "New Street", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Pierre Ferragu", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Piper Sandler", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Fish", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Raymond James", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Simon Leopold", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Rosenblatt", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Mike Genovese", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "UBS", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "David Vogt", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Wells Fargo", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Aaron Rakers", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "William Blair", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Sebastien Naji", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Wolfe Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "George Notter", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Arete Research", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Vivek Arya", "raw_name": "Vivek Arya", "institution": "Bank of America", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 425", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Aaron Rakers", "questions": [ "QA003", "QA017", "QA043", "QA119" ], "coverage": [ { "company": "AMD", "institution": "Wells Fargo", "analyst": "Aaron Rakers", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "NVIDIA", "Broadcom", "Equinix", "Applied Materials", "Micron", "AMD", "Lam Research", "Marvell" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "AMD", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 576", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Broadcom", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 604", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "NVIDIA", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2027 Q2", "date": "August 26, 2026", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 602", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Lam Research", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 341", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 590", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Applied Materials", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2026 Q3", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 749", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Joseph Moore", "questions": [ "QA006", "QA018", "QA053", "QA176" ], "coverage": [ { "company": "AMD", "institution": "Morgan Stanley", "analyst": "Joseph Moore", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Morgan Stanley", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Joseph Moore", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "NVIDIA", "Intel", "Qualcomm", "Micron", "AMD", "Broadcom", "Marvell" ], "pattern_status": "candidate recurring pattern; 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Muse", "raw_name": "CJ Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 563", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "C.J. Muse", "raw_name": "CJ Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 1031", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "C.J. Muse", "raw_name": "C.J. Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 318", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Intel", "analyst": "C.J. Muse", "raw_name": "C.J. Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/2-quarter", "locator": "Source line 734", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Applied Materials", "analyst": "C.J. Muse", "raw_name": "C. J. Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q3", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Source line 368", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Tom O’Malley", "questions": [ "QA009", "QA013", "QA015", "QA047" ], "coverage": [ { "company": "AMD", "institution": "Barclays Capital", "analyst": "Tom O’Malley", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Barclays", "analyst": "Tom O’Malley", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "AMD", "Marvell", "KLA", "Broadcom", "Arm" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "AMD", "analyst": "Tom O’Malley", "raw_name": "Tom O'Malley", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 347", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Broadcom", "analyst": "Tom O’Malley", "raw_name": "Tom O'Malley", "institution": "Barclays", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 542", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Tom O’Malley", "raw_name": "Tom O'Malley", "institution": "Barclays", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 283", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Joshua Buchalter", "questions": [ "QA010", "QA011", "QA014", "QA021", "QA052", "QA056" ], "coverage": [ { "company": "AMD", "institution": "TD Cowen", "analyst": "Joshua Buchalter", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "TD Cowen", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Joshua Buchalter", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "AMD", "Intel", "Qualcomm", "Broadcom", "NVIDIA" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "AMD", "analyst": "Joshua Buchalter", "raw_name": "Joshua Buchalter", "institution": "TD Cowen", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 460", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Broadcom", "analyst": "Joshua Buchalter", "raw_name": "Joshua Buchalter", "institution": "TD Cowen", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 582", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Joshua Buchalter", "raw_name": "Joshua Buchalter", "institution": "TD Cowen", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 345", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Ross Seymore", "questions": [ "QA020" ], "coverage": [], "companies": [ "Intel" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Ben Reitzes", "questions": [ "QA023" ], "coverage": [ { "company": "AMD", "institution": "Melius Research", "analyst": "Ben Reitzes", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Arista", "institution": "Melius Research", "analyst": "Ben Reitzes", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Melius Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Reitzes", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Melius Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Reitzes", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Melius Research", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Reitzes", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Intel", "AMD", "Arista", "Broadcom", "NVIDIA", "Marvell", "Qualcomm", "Dell", "Cisco", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Broadcom", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 486", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Introduced analyst; transcript speaker is Jack Adair" }, { "company": "NVIDIA", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2027 Q2", "date": "August 26, 2026", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 567", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Intel", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 365", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 521", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arista", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 424", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 549", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 434", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 428", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Sreekrishnan Sankarnarayanan", "questions": [ "QA025", "QA030", "QA061", "QA145" ], "coverage": [], "companies": [ "Arm", "TSMC", "KLA" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [] }, { "name": "Sebastien Cyrus Naji", "questions": [ "QA026" ], "coverage": [], "companies": [ "Arm" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Timm Schulze-Melander", "questions": [ "QA027" ], "coverage": [ { "company": "ASML", "institution": "Rothschild & Co Redburn", "analyst": "Timm Schulze-Melander", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Redburn Atlantic", "analyst": "Timm Schulze-Melander", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Redburn Atlantic", "analyst": "Timm Schulze-Melander", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Redburn Atlantic", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Timm Schulze-Melander", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Arm", "ASML", "Applied Materials", "KLA", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arm", "analyst": "Timm Schulze-Melander", "raw_name": "Timm Schulze-Melander", "institution": "Rothschild & Co", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 445", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Joe Quatrochi", "questions": [ "QA028", "QA032" ], "coverage": [ { "company": "ASML", "institution": "Wells Fargo", "analyst": "Joe Quatrochi", "city": "St. Louis", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Wells Fargo", "analyst": "Joe Quatrochi", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Wells Fargo Securities, LLC", "analyst": "Joe Quatrochi", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Arm", "ASML", "Applied Materials", "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "ASML", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 438", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 167", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 623", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Andrew Gardiner", "questions": [ "QA029" ], "coverage": [], "companies": [ "Arm" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Vijay Rakesh", "questions": [ "QA031" ], "coverage": [ { "company": "AMD", "institution": "Mizuho Securities", "analyst": "Vijay Rakesh", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Mizuho", "analyst": "Vijay Rakesh", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Mizuho Securities USA", "analyst": "Vijay Rakesh", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Mizuho Securities", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Vijay Rakesh", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Arm", "AMD", "Applied Materials", "Supermicro", "Broadcom", "Lam Research", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Broadcom", "analyst": "Vijay Rakesh", "raw_name": "Vijay Rakesh", "institution": "Mizuho", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 628", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Lam Research", "analyst": "Vijay Rakesh", "raw_name": "Vijay Rakesh", "institution": "Mizuho", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 620", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Vijay Rakesh", "raw_name": "Vijay Rakesh", "institution": "Mizuho", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 350", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Harlan Sur", "questions": [ "QA033", "QA035", "QA042", "QA044", "QA057", "QA059", "QA136", "QA144", "QA146", "QA168", "QA172" ], "coverage": [ { "company": "AMD", "institution": "JP Morgan", "analyst": "Harlan Sur", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; 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P. 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Krish Sankar", "raw_name": "Krish Sankar", "institution": "TD Cowen", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Krish Sankar", "raw_name": "Krish Sankar", "institution": "TD Cowen", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 475", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Brett Simpson", "questions": [ "QA062" ], "coverage": [], "companies": [ "TSMC" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Yu Shi", "questions": [ "QA063" ], "coverage": [], "companies": [ "TSMC" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Laura Chen", "questions": [ "QA064" ], "coverage": [], "companies": [ "TSMC" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "TSMC", "analyst": "Laura Chen", "raw_name": "Laura Chen", "institution": "Citibank", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 951", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Brian Nowak", "questions": [ "QA065", "QA071", "QA072" ], "coverage": [ { "company": "Meta", "institution": "Morgan Stanley", "analyst": "Brian Nowak", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Amazon", "Alphabet", "Meta" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "Alphabet", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 442", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 511", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 360", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Douglas Anmuth", "questions": [ "QA066", "QA076" ], "coverage": [ { "company": "Meta", "institution": "JP Morgan", "analyst": "Douglas Anmuth", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Amazon", "Meta", "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Alphabet", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 487", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "J.P. Morgan", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 425", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 468", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Shweta Khajuria", "questions": [ "QA067" ], "coverage": [ { "company": "Meta", "institution": "Wolfe Research", "analyst": "Shweta Khajuria", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Amazon", "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Ken Gawrelski", "questions": [ "QA068" ], "coverage": [ { "company": "Meta", "institution": "Wells Fargo Securities", "analyst": "Ken Gawrelski", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Amazon", "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Amazon", "analyst": "Ken Gawrelski", "raw_name": "Ken Gawrelski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 586", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Ken Gawrelski", "raw_name": "Ken Gawrelski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 585", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Eric Sheridan", "questions": [ "QA069", "QA070", "QA074", "QA075" ], "coverage": [ { "company": "Meta", "institution": "Goldman Sachs", "analyst": "Eric Sheridan", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Alphabet", "Meta", "Amazon" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "Alphabet", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 534", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 617", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 393", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Youssef Squali", "questions": [ "QA073" ], "coverage": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Kasthuri Rangan", "questions": [ "QA077" ], "coverage": [], "companies": [ "Microsoft" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Mark Murphy", "questions": [ "QA078", "QA089", "QA090", "QA094" ], "coverage": [], "companies": [ "Microsoft", "CoreWeave", "Oracle" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [] }, { "name": "Karl Keirstead", "questions": [ "QA079" ], "coverage": [ { "company": "CoreWeave", "institution": "UBS", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Karl Keirstead", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Microsoft", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Microsoft", "analyst": "Karl Keirstead", "raw_name": "Karl Keirstead", "institution": "UBS", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 453", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Gabriela Borges", "questions": [ "QA080" ], "coverage": [ { "company": "CoreWeave", "institution": "Goldman Sachs", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Gabriela Borges", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Microsoft", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Microsoft", "analyst": "Gabriela Borges", "raw_name": "Gabriela Borges", "institution": "Goldman Sachs", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 676", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Ellie Jiang", "questions": [ "QA081", "QA083", "QA086" ], "coverage": [ { "company": "Baidu", "institution": "Macquarie", "analyst": "Ellie Jiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Alibaba", "Baidu" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "Baidu", "analyst": "Ellie Jiang", "raw_name": "Ellie Jiang", "institution": "Macquarie", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 513", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Robin Zhu", "questions": [ "QA082" ], "coverage": [ { "company": "Tencent", "institution": "Bernstein", "analyst": "Robin Zhu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Alibaba", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Tencent", "analyst": "Robin Zhu", "raw_name": "Robin Zhu", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 286", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Alicis a Yap", "questions": [ "QA084", "QA100" ], "coverage": [], "companies": [ "Alibaba", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Wei Xiong", "questions": [ "QA085" ], "coverage": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Baidu", "analyst": "Wei Xiong", "raw_name": "Wei Xiong", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 466", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Xiaomeng Zhuang", "questions": [ "QA087", "QA088" ], "coverage": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Keith Weiss", "questions": [ "QA091" ], "coverage": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Raimo Lenschow", "questions": [ "QA092" ], "coverage": [ { "company": "CoreWeave", "institution": "Barclays", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Raimo Lenschow", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "CoreWeave", "Oracle" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "CoreWeave", "analyst": "Raimo Lenschow", "raw_name": "Raimo Lenschow", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 346", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Raimo Lenschow", "raw_name": "Raimo Lenschow", "institution": "Barclays", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 495", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Brad Zelnick", "questions": [ "QA093", "QA096" ], "coverage": [], "companies": [ "Oracle", "Microsoft", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Microsoft", "analyst": "Brad Zelnick", "raw_name": "Brad Zelnick", "institution": "Deutsche Bank", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 641", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Brad Zelnick", "raw_name": "Brad Zelnick", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 270", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Brad Zelnick", "raw_name": "Brad Zelnick", "institution": "Deutsche Bank", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Source line 386", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "John DiFucci", "questions": [ "QA095" ], "coverage": [], "companies": [ "Oracle" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Oracle", "analyst": "John DiFucci", "raw_name": "John DiFucci", "institution": "Guggenheim Securities", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 571", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Alex Yao", "questions": [ "QA097", "QA098" ], "coverage": [ { "company": "Baidu", "institution": "J.P. Morgan", "analyst": "Alex Yao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "J.P. Morgan", "analyst": "Alex Yao", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Tencent", "Baidu", "Alibaba" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Alibaba", "analyst": "Alex Yao", "raw_name": "Alex Yao", "institution": "JPMorgan", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 417", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Alex Yao", "raw_name": "Alex Yao", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 358", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Alex Yao", "raw_name": "Alex Yao", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Source line 470", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Charlene Liu", "questions": [ "QA099" ], "coverage": [ { "company": "Baidu", "institution": "HSBC", "analyst": "Charlene Liu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Tencent", "Baidu", "Alibaba" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Alibaba", "analyst": "Charlene Liu", "raw_name": "Charlene Liu", "institution": "HSBC", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 302", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Tim Long", "questions": [ "QA102", "QA107" ], "coverage": [ { "company": "Arista", "institution": "Barclays", "analyst": "Tim Long", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Barclays", "analyst": "Tim Long", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Barclays", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tim Long", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Dell", "HPE", "Arista", "Supermicro", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "HPE", "analyst": "Tim Long", "raw_name": "Tim Long", "institution": "Barclays", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 489", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Simon Leopold", "questions": [ "QA103" ], "coverage": [ { "company": "AMD", "institution": "Raymond James", "analyst": "Simon Leopold", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Arista", "institution": "Raymond James", "analyst": "Simon Leopold", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Raymond James", "analyst": "Simon Leopold", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Raymond James", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Simon Leopold", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Dell", "AMD", "Arista", "Supermicro", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Simon Leopold", "raw_name": "Simon Leopold", "institution": "Raymond James", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 598", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Mark Newman", "questions": [ "QA104", "QA108" ], "coverage": [], "companies": [ "Dell", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Dell", "analyst": "Mark Newman", "raw_name": "Mark Newman", "institution": "Bernstein", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 472", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Mark Newman", "raw_name": "Mark Newman", "institution": "Bernstein", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 549", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Amit Daryanani", "questions": [ "QA105" ], "coverage": [ { "company": "Arista", "institution": "Evercore", "analyst": "Amit Daryanani", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Evercore/ISI", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Amit Daryanani", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Evercore", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Amit Daryanani", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "HPE", "Arista", "Dell", "Vertiv", "Cisco", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 307", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 386", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 333", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 402", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore ISI", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 388", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore ISI", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Source line 307", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Katherine Campagna", "questions": [ "QA106" ], "coverage": [], "companies": [ "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Ruplu Bhattacharya", "questions": [ "QA109" ], "coverage": [], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Supermicro", "analyst": "Ruplu Bhattacharya", "raw_name": "Ruplu Bhattacharya", "institution": "Bank of America", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 496", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Nehal Chokshi", "questions": [ "QA110" ], "coverage": [ { "company": "CoreWeave", "institution": "Northland", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Nehal Chokshi", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Supermicro", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Supermicro", "analyst": "Nehal Chokshi", "raw_name": "Nehal Chokshi", "institution": "Northland Capital Markets", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 572", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Asiya Merchant", "questions": [ "QA111" ], "coverage": [ { "company": "Supermicro", "institution": "Citi", "analyst": "Asiya Merchant", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Supermicro", "Dell", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Dell", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 612", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 435", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 423", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "W. Chiu", "questions": [ "QA112" ], "coverage": [], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Meta Marshall", "questions": [ "QA113" ], "coverage": [ { "company": "Arista", "institution": "Morgan Stanley", "analyst": "Meta Marshall", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Morgan Stanley", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Meta Marshall", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Arista", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Meta Marshall", "raw_name": "Meta Marshall", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 671", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Meta Marshall", "raw_name": "Meta Marshall", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 492", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Sean O'Loughlin", "questions": [ "QA115" ], "coverage": [], "companies": [ "Arista" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Michael Ng", "questions": [ "QA116" ], "coverage": [ { "company": "Arista", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Goldman Sachs", "analyst": "Michael Ng", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Goldman Sachs", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Michael Ng", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Arista", "Equinix", "Supermicro", "Digital Realty", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Michael Ng", "raw_name": "Michael Ng", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 356", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Michael Ng", "raw_name": "Michael Ng", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 655", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Digital Realty", "analyst": "Michael Ng", "raw_name": "Michael Ng", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 537", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Antoine Chkaiban", "questions": [ "QA117" ], "coverage": [], "companies": [ "Cisco", "Arista" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Antoine Chkaiban", "raw_name": "Antoine Chkaiban", "institution": "New Street Research", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 651", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "David Vogt", "questions": [ "QA118" ], "coverage": [ { "company": "Arista", "institution": "UBS", "analyst": "David Vogt", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "UBS", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "David Vogt", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Cisco", "Arista", "Dell", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 329", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 699", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 520", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 588", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Ben Bohlen", "questions": [ "QA120" ], "coverage": [], "companies": [ "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Cisco", "analyst": "Ben Bohlen", "raw_name": "Ben Bohlen", "institution": "Cleveland Research", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 733", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Andrew Kaplowitz", "questions": [ "QA121", "QA124", "QA125" ], "coverage": [ { "company": "Eaton", "institution": "Citi", "analyst": "Andrew Kaplowitz", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "candidate recurring pattern; review same method across questions", "participants": [ { "company": "Vertiv", "analyst": "Andrew Kaplowitz", "raw_name": "Andrew Kaplowitz", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 498", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Andrew Obin", "questions": [ "QA122" ], "coverage": [ { "company": "Eaton", "institution": "BofA Global Research", "analyst": "Andrew Obin", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Eaton", "analyst": "Andrew Obin", "raw_name": "Andrew Obin", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Andrew Obin", "raw_name": "Andrew Obin", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 520", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Joseph Ritchie", "questions": [ "QA123" ], "coverage": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Mark Trevor Delaney", "questions": [ "QA126" ], "coverage": [], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Noah Kaye", "questions": [ "QA127" ], "coverage": [], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Vertiv", "analyst": "Noah Kaye", "raw_name": "Noah Kaye.", "institution": "Oppenheimer", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 658", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Scott Davis", "questions": [ "QA128" ], "coverage": [ { "company": "Eaton", "institution": "Melius Research", "analyst": "Scott Davis", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Vertiv", "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Eaton", "analyst": "Scott Davis", "raw_name": "Scott Davis", "institution": "Melius Research", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 522", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Scott Davis", "raw_name": "Scott Davis", "institution": "Melius Research", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Source line 301", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Michael Rollins", "questions": [ "QA129", "QA130" ], "coverage": [ { "company": "Digital Realty", "institution": "Citigroup", "analyst": "Michael Rollins", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Digital Realty", "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Equinix", "analyst": "Michael Rollins", "raw_name": "Michael Rollins", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 493", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Digital Realty", "analyst": "Michael Rollins", "raw_name": "Michael Rollins", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 396", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Cameron McVeigh", "questions": [ "QA132" ], "coverage": [ { "company": "Equinix", "institution": "Morgan Stanley", "analyst": "Cameron McVeigh", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Morgan Stanley", "analyst": "Cameron McVeigh", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Equinix", "analyst": "Cameron McVeigh", "raw_name": "Cameron McVeigh", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 672", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Joseph Osha", "questions": [ "QA133" ], "coverage": [ { "company": "Equinix", "institution": "Guggenheim", "analyst": "Joseph Osha", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Guggenheim", "analyst": "Joseph Osha", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Digital Realty", "analyst": "Joseph Osha", "raw_name": "Joseph Osha", "institution": "Guggenheim", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 596", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Michael Elias", "questions": [ "QA134", "QA166" ], "coverage": [ { "company": "Equinix", "institution": "TD Cowen", "analyst": "Michael Elias", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "TD Cowen", "analyst": "Michael Elias", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Equinix", "analyst": "Michael Elias", "raw_name": "Michael Elias", "institution": "TD Cowen", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 618", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Didier Scemama", "questions": [ "QA138", "QA139" ], "coverage": [ { "company": "ASML", "institution": "Bank of America", "analyst": "Didier Scemama", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Lee Simpson", "questions": [ "QA140" ], "coverage": [ { "company": "ASML", "institution": "Morgan Stanley", "analyst": "Lee Simpson", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Stephane Houri", "questions": [ "QA141" ], "coverage": [ { "company": "ASML", "institution": "ABN AMRO - ODDO BHF", "analyst": "Stephane Houri", "city": "Paris", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "ASML", "analyst": "Stephane Houri", "raw_name": "Stéphane Houri", "institution": "ODDO BHF", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 580", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Brian Chin", "questions": [ "QA142" ], "coverage": [ { "company": "Applied Materials", "institution": "Stifel", "analyst": "Brian Chin", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Stifel, Nicolaus & Company, Inc.", "analyst": "Brian Chin", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "KLA", "Applied Materials" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Andre Kukhnin", "questions": [ "QA149" ], "coverage": [ { "company": "Schneider Electric", "institution": "UBS", "analyst": "Andre Kukhnin", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Schneider Electric", "analyst": "Andre Kukhnin", "raw_name": "Andre Kukhnin", "institution": "UBS", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 468", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Benedict Uglow", "questions": [ "QA150" ], "coverage": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Nicolas Gaudois", "questions": [ "QA151" ], "coverage": [], "companies": [ "Samsung", "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "SK hynix", "analyst": "Nicolas Gaudois", "raw_name": "Nicolas Gaudois", "institution": "UBS", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 592", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "S. K. Kim", "questions": [ "QA152" ], "coverage": [], "companies": [ "Samsung", "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "SK hynix", "analyst": "S. K. Kim", "raw_name": "S. K. Kim", "institution": "Daiwa Capital Markets", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 406", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Ricky Seo", "questions": [ "QA153", "QA156" ], "coverage": [], "companies": [ "Samsung", "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Samsung", "analyst": "Ricky Seo", "raw_name": "Ricky Seo", "institution": "HSBC Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 344", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Kim Ki-tae / operator names Jong-wook Lee; attribution uncertain", "questions": [ "QA154" ], "coverage": [], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Hyung Kyun Ryu, Daishin Securities", "questions": [ "QA155" ], "coverage": [], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Hyung-keun Ryu, Daishin Securities", "questions": [ "QA157" ], "coverage": [], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Dongwon Kim, KB Securities", "questions": [ "QA158" ], "coverage": [], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Jim Au, DBS; read by Lixi Yuan", "questions": [ "QA159" ], "coverage": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Leping, Huatai Securities; read by Lixi Yuan", "questions": [ "QA160" ], "coverage": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "William Huang, Huatai Securities; read by Lixi Yuan", "questions": [ "QA161" ], "coverage": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Albert Hung, JPMorgan; read by Lixi Yuan", "questions": [ "QA162" ], "coverage": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Phil Buller, JPMorgan", "questions": [ "QA163" ], "coverage": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Gael de-Bray, Deutsche Bank", "questions": [ "QA164" ], "coverage": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Jonathan Petersen", "questions": [ "QA165" ], "coverage": [ { "company": "Equinix", "institution": "Jefferies", "analyst": "Jonathan Petersen", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Jefferies", "analyst": "Jonathan Petersen", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Digital Realty", "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [] }, { "name": "Karl Ackerman", "questions": [ "QA177" ], "coverage": [ { "company": "AMD", "institution": "Exane BNP Paribas Research", "analyst": "Karl Ackerman", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Arista", "institution": "BNP Paribas", "analyst": "Karl Ackerman", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "BNP Paribas", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Karl Ackerman", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "BNP Paribas Exane", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Karl Ackerman", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "companies": [ "Micron", "AMD", "Arista", "Cisco", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Arista", "analyst": "Karl Ackerman", "raw_name": "Karl Ackerman", "institution": "BNP Paribas", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 489", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Karl Ackerman", "raw_name": "Karl Ackerman", "institution": "BNP Paribas", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 665", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Mehdi Hosseini", "questions": [ "QA178" ], "coverage": [ { "company": "ASML", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "city": "San Francisco", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Susquehanna Financial Group, LLP", "analyst": "Mehdi Hosseini", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Susquehanna International Group", "analyst": "Mehdi Hosseini", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Micron", "ASML", "Applied Materials", "KLA", "Supermicro", "TSMC" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Applied Materials", "analyst": "Mehdi Hosseini", "raw_name": "Mehdi Hosseini", "institution": "Susquehanna International", "quarter": "FY2026 Q3", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 798", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Mehdi Hosseini", "raw_name": "Mehdi Hosseini", "institution": "Susquehanna", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 928", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Mehdi Hosseini", "raw_name": "Mehdi Hosseini", "institution": "SIG", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 868", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Melissa Weathers", "questions": [ "QA173" ], "coverage": [ { "company": "Applied Materials", "institution": "Deutsche Bank", "analyst": "Melissa Weathers", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Deutsche Bank Securities Inc.", "analyst": "Melissa Weathers", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "companies": [ "Micron", "Applied Materials", "KLA", "Lam Research" ], "pattern_status": "single/few-question examples; no stable persona inferred", "participants": [ { "company": "Lam Research", "analyst": "Melissa Weathers", "raw_name": "Melissa Weathers", "institution": "Deutsche Bank", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 461", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Melissa Weathers", "raw_name": "Melissa Weathers", "institution": "Deutsche Bank", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 757", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ] }, { "name": "Warren Lau", "questions": [], "coverage": [ { "company": "AMD", "institution": "Aletheia Capital", "analyst": "Warren Lau", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "ASML", "institution": "Technology Advisory Group", "analyst": "Warren Lau", "city": "Hong Kong", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Janco Venter", "questions": [], "coverage": [ { "company": "AMD", "institution": "Arete Research", "analyst": "Janco Venter", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jim Kelleher", "questions": [], "coverage": [ { "company": "AMD", "institution": "Argus Research", "analyst": "Jim Kelleher", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Argus Research", "analyst": "Jim Kelleher", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Argus Research Corp", "analyst": "Jim Kelleher", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Argus Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Kelleher", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Argus", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Kelleher", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "Applied Materials", "KLA", "NVIDIA", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ishan Majumdar", "questions": [], "coverage": [ { "company": "AMD", "institution": "Baptista Research", "analyst": "Ishan Majumdar", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Cody Acree", "questions": [], "coverage": [ { "company": "AMD", "institution": "The Benchmark Company", "analyst": "Cody Acree", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Benchmark Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Cody Acree", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stacy Rasgon", "questions": [], "coverage": [ { "company": "AMD", "institution": "Bernstein Research", "analyst": "Stacy Rasgon", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Bernstein", "analyst": "Stacy Rasgon", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Bernstein Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Stacy Rasgon", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "AMD", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 545", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Broadcom", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 451", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "NVIDIA", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2027 Q2", "date": "August 26, 2026", "url": "https://www.roic.ai/quote/NVDA/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 444", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Intel", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/INTC/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 503", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Lam Research", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 497", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Applied Materials", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2026 Q3", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 501", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 438", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "AMD", "Applied Materials", "Broadcom", "NVIDIA", "Intel", "Lam Research", "Qualcomm" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Harsh Kumar", "questions": [], "coverage": [ { "company": "AMD", "institution": "BMO", "analyst": "Harsh Kumar", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Dawai Wang", "questions": [], "coverage": [ { "company": "AMD", "institution": "Bocom International", "analyst": "Dawai Wang", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Chandler Converse", "questions": [], "coverage": [ { "company": "AMD", "institution": "Cleveland Research", "analyst": "Chandler Converse", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Cleveland Research", "analyst": "Chandler Converse", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Cleveland Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chandler Converse", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "Applied Materials", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Bhavtosh Vajpayee", "questions": [], "coverage": [ { "company": "AMD", "institution": "CLSA", "analyst": "Bhavtosh Vajpayee", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "CLSA", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Bhavtosh Vajpayee", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gil Luria", "questions": [], "coverage": [ { "company": "AMD", "institution": "DA Davidson", "analyst": "Gil Luria", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "D.A. Davidson & Co.", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Gil Luria", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "D.A. Davidson", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Gil Luria", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lou Miscioscia", "questions": [], "coverage": [ { "company": "AMD", "institution": "Daiwa Capital Markets", "analyst": "Lou Miscioscia", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kevin Rottinghaus", "questions": [], "coverage": [ { "company": "AMD", "institution": "Edgewater Research", "analyst": "Kevin Rottinghaus", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Edgewater Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kevin Rottinghaus", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Lipacis", "questions": [], "coverage": [ { "company": "AMD", "institution": "Evercore ISI", "analyst": "Mark Lipacis", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "ASML", "institution": "Evercore ISI", "analyst": "Mark Lipacis", "city": "New York", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Evercore", "analyst": "Mark Lipacis", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Evercore ISI", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Mark Lipacis", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "ASML", "Applied Materials", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sean Hao", "questions": [], "coverage": [ { "company": "AMD", "institution": "Fubon Securities", "analyst": "Sean Hao", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jim Schneider", "questions": [], "coverage": [ { "company": "AMD", "institution": "Goldman Sachs", "analyst": "Jim Schneider", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Goldman, Sachs & Co.", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Schneider", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Barney Yao", "questions": [], "coverage": [ { "company": "AMD", "institution": "Haitong International Research", "analyst": "Barney Yao", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Purdy Ho", "questions": [], "coverage": [ { "company": "AMD", "institution": "Hautai Research", "analyst": "Purdy Ho", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Frank Lee", "questions": [], "coverage": [ { "company": "AMD", "institution": "HSBC", "analyst": "Frank Lee", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "HSBC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Frank Lee", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Vinh", "questions": [], "coverage": [ { "company": "AMD", "institution": "KeyBanc", "analyst": "John Vinh", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "KeyBanc Capital Markets", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "John Vinh", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ananda Baruah", "questions": [], "coverage": [ { "company": "AMD", "institution": "Loop Capital", "analyst": "Ananda Baruah", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Loop Capital", "analyst": "Ananda Baruah", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Loop Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ananda Baruah", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Loop Capital", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ananda Baruah", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Supermicro", "analyst": "Ananda Baruah", "raw_name": "Ananda Baruah", "institution": "Loop Capital", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 327", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "AMD", "Supermicro", "NVIDIA", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brian Colello", "questions": [], "coverage": [ { "company": "AMD", "institution": "Morningstar", "analyst": "Brian Colello", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Pierre Ferragu", "questions": [], "coverage": [ { "company": "AMD", "institution": "New Street Research", "analyst": "Pierre Ferragu", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Arista", "institution": "New Street", "analyst": "Pierre Ferragu", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "New Street Research", "analyst": "Pierre Ferragu", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "New Street Research", "analyst": "Pierre Ferragu", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "New Street Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Pierre Ferragu", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "New Street", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Pierre Ferragu", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "Arista", "Applied Materials", "KLA", "NVIDIA", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gus Richard", "questions": [], "coverage": [ { "company": "AMD", "institution": "Northland", "analyst": "Gus Richard", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rick Schafer", "questions": [], "coverage": [ { "company": "AMD", "institution": "Oppenheimer", "analyst": "Rick Schafer", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Oppenheimer and Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Rick Schafer", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Srini Pajjuri", "questions": [], "coverage": [ { "company": "AMD", "institution": "RBC Capital Markets", "analyst": "Srini Pajjuri", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "ASML", "institution": "RBC", "analyst": "Srini Pajjuri", "city": "San Francisco", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "RBC Capital Markets", "analyst": "Srini Pajjuri", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "RBC Capital Markets", "analyst": "Srini Pajjuri", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "RBC Capital Markets", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Srini Pajjuri", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lam Research", "analyst": "Srini Pajjuri", "raw_name": "Srini Pajjuri", "institution": "RBC Capital Markets", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 379", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Applied Materials", "analyst": "Srini Pajjuri", "raw_name": "Srini Pajjuri", "institution": "Royal Bank of Canada", "quarter": "FY2026 Q3", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/AMAT/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 853", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "AMD", "ASML", "Applied Materials", "KLA", "Lam Research", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kevin Cassidy", "questions": [], "coverage": [ { "company": "AMD", "institution": "Rosenblatt", "analyst": "Kevin Cassidy", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "Rosenblatt Securities", "analyst": "Kevin Cassidy", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Rosenblatt Securities", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kevin Cassidy", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "Supermicro", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Suji De Silva", "questions": [], "coverage": [ { "company": "AMD", "institution": "Roth MKM", "analyst": "Suji De Silva", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tristan Gerra", "questions": [], "coverage": [ { "company": "AMD", "institution": "R. W. Baird", "analyst": "Tristan Gerra", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Baird", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tristan Gerra", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jay Goldberg", "questions": [], "coverage": [ { "company": "AMD", "institution": "Seaport Global Securities", "analyst": "Jay Goldberg", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Seaport", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jay Goldberg", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ruben Roy", "questions": [], "coverage": [ { "company": "AMD", "institution": "Stifel Nicolaus and Company", "analyst": "Ruben Roy", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Stifel", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ruben Roy", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Stifel", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ruben Roy", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Chris Rolland", "questions": [], "coverage": [ { "company": "AMD", "institution": "Susquehanna International Group", "analyst": "Chris Rolland", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Susquehanna Financial Group", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chris Rolland", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "AMD", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "William Stein", "questions": [], "coverage": [ { "company": "AMD", "institution": "Truist", "analyst": "William Stein", "city": "Not sourced", "url": "https://ir.amd.com/stock-data/analyst-coverage", "source_ref": "turn138view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Broadcom", "analyst": "William Stein", "raw_name": "Will Stein", "institution": "Truist Securities", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/AVGO/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 567", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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no stable persona inferred" }, { "name": "Tammy Qiu", "questions": [], "coverage": [ { "company": "ASML", "institution": "Berenberg Bank", "analyst": "Tammy Qiu", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Applied Materials", "institution": "Berenberg", "analyst": "Tammy Qiu", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Berenberg", "analyst": "Tammy Qiu", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "ASML", "analyst": "Tammy Qiu", "raw_name": "Tammy Qiu", "institution": "Berenberg", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 785", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "ASML", "Applied Materials", "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "David Dai", "questions": [], "coverage": [ { "company": "ASML", "institution": "Bernstein", "analyst": "David Dai", "city": "Hong Kong", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jakob Bluestone", "questions": [], "coverage": [ { "company": "ASML", "institution": "BNP Paribas Exane", "analyst": "Jakob Bluestone", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Pavan Daswani", "questions": [], "coverage": [ { "company": "ASML", "institution": "Citigroup", "analyst": "Pavan Daswani", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Roeg", "questions": [], "coverage": [ { "company": "ASML", "institution": "DeGroof Petercam", "analyst": "Michael Roeg", "city": "Amsterdam", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rob Sanders", "questions": [], "coverage": [ { "company": "ASML", "institution": "Deutsche Bank", "analyst": "Rob Sanders", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rolf Bulk", "questions": [], "coverage": [ { "company": "ASML", "institution": "Futurum", "analyst": "Rolf Bulk", "city": "Singapore", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Futurum Equities", "analyst": "Rolf Bulk", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML", "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alex Duval", "questions": [], "coverage": [ { "company": "ASML", "institution": "Goldman Sachs", "analyst": "Alex Duval", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Adi Metuku", "questions": [], "coverage": [ { "company": "ASML", "institution": "HSBC", "analyst": "Adi Metuku", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Marc Hesselink", "questions": [], "coverage": [ { "company": "ASML", "institution": "ING", "analyst": "Marc Hesselink", "city": "Amsterdam", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Andrew Hayman", "questions": [], "coverage": [ { "company": "ASML", "institution": "Independent Minds", "analyst": "Andrew Hayman", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jos Versteeg", "questions": [], "coverage": [ { "company": "ASML", "institution": "InsingerGilissen", "analyst": "Jos Versteeg", "city": "Amsterdam", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Antonella Frongillo", "questions": [], "coverage": [ { "company": "ASML", "institution": "Intesa Sanpaolo", "analyst": "Antonella Frongillo", "city": "Milan", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Janardan Menon", "questions": [], "coverage": [ { "company": "ASML", "institution": "Jefferies", "analyst": "Janardan Menon", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sandeep Deshpande", "questions": [], "coverage": [ { "company": "ASML", "institution": "JP Morgan", "analyst": "Sandeep Deshpande", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Thomas Couvreur", "questions": [], "coverage": [ { "company": "ASML", "institution": "KBC", "analyst": "Thomas Couvreur", "city": "Brussels", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ruben DeVos", "questions": [], "coverage": [ { "company": "ASML", "institution": "Kepler Cheuvreux", "analyst": "Ruben DeVos", "city": "Brussels", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kevin Wang", "questions": [], "coverage": [ { "company": "ASML", "institution": "Mizuho", "analyst": "Kevin Wang", "city": "Hong Kong", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Javier Correonero", "questions": [], "coverage": [ { "company": "ASML", "institution": "Morningstar", "analyst": "Javier Correonero", "city": "Amsterdam", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Pierre Feragu", "questions": [], "coverage": [ { "company": "ASML", "institution": "New Street research", "analyst": "Pierre Feragu", "city": "New York", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Carlos Treviño Peinador", "questions": [], "coverage": [ { "company": "ASML", "institution": "Santander", "analyst": "Carlos Treviño Peinador", "city": "Madrid", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Francois-Xavier Bouvignies", "questions": [], "coverage": [ { "company": "ASML", "institution": "UBS", "analyst": "Francois-Xavier Bouvignies", "city": "London", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jeremy Kincaid", "questions": [], "coverage": [ { "company": "ASML", "institution": "Van Lanschot-Kempen", "analyst": "Jeremy Kincaid", "city": "Amsterdam", "url": "https://investor.asml.com/share-information/analyst-coverage", "source_ref": "turn63view0", "record_type": "named_analyst", "as_of": "2026-07-20", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tal Liani", "questions": [], "coverage": [ { "company": "Arista", "institution": "Bank of America", "analyst": "Tal Liani", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "BofA Securities", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tal Liani", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Bank of America", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tal Liani", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Cisco", "analyst": "Tal Liani", "raw_name": "Tal Liani", "institution": "BofA Securities", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 691", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Introduced analyst; transcript speaker is Thomas Zilberman" } ], "companies": [ "Arista", "Cisco", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Woo Jin Ho", "questions": [], "coverage": [ { "company": "Arista", "institution": "Bloomberg", "analyst": "Woo Jin Ho", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Bloomberg", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Woo Jin Ho", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Arista", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ben Bollin", "questions": [], "coverage": [ { "company": "Arista", "institution": "Cleveland Research Company", "analyst": "Ben Bollin", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Cleveland Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ben Bollin", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Arista", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Matthew Niknam", "questions": [], "coverage": [ { "company": "Arista", "institution": "Deutsche Bank", "analyst": "Matthew Niknam", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Equinix", "institution": "Truist Securities", "analyst": "Matthew Niknam", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Truist", "analyst": "Matthew Niknam", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arista", "analyst": "Matthew Niknam", "raw_name": "Matt Niknam", "institution": "Truist", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 569", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Matthew Niknam", "raw_name": "Matt Niknam", "institution": "Truist", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 455", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Matthew Niknam", "raw_name": "Matt Niknam", "institution": "Truist", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 584", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Arista", "Equinix", "Digital Realty", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "George Notter", "questions": [], "coverage": [ { "company": "Arista", "institution": "Jefferies", "analyst": "George Notter", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Wolfe Research", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "George Notter", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arista", "analyst": "George Notter", "raw_name": "George Notter", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 392", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "George Notter", "raw_name": "George Notter", "institution": "Wolfe Research", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 541", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Arista", "Supermicro", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ryan Koontz", "questions": [], "coverage": [ { "company": "Arista", "institution": "Needham & Co.", "analyst": "Ryan Koontz", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arista", "analyst": "Ryan Koontz", "raw_name": "Ryan Koontz", "institution": "Needham", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 625", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Arista" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "James E. Fish", "questions": [], "coverage": [ { "company": "Arista", "institution": "Piper Sandler", "analyst": "James E. Fish", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Arista" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mike Genovese", "questions": [], "coverage": [ { "company": "Arista", "institution": "Rosenblatt Securities", "analyst": "Mike Genovese", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Rosenblatt", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Mike Genovese", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Arista", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jason Ader", "questions": [], "coverage": [ { "company": "Arista", "institution": "William Blair & Company", "analyst": "Jason Ader", "city": "Not sourced", "url": "https://investors.arista.com/Stock-Information/default.aspx?section=analystcoverage", "source_ref": "turn62view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Arista" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jim Fontanelli", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Arete Research", "analyst": "Jim Fontanelli", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Arete Research", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Fontanelli", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "TSMC", "analyst": "Jim Fontanelli", "raw_name": "Jim Fontanelli", "institution": "Arete", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 793", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Applied Materials", "TSMC", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Craig Ellis", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "B. Riley", "analyst": "Craig Ellis", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tom O'Malley", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Barclays", "analyst": "Tom O'Malley", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "CJ Muse", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Cantor Fitzgerald", "analyst": "CJ Muse", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Cantor Fitzgerald", "analyst": "CJ Muse", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials", "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Christian Schwab", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Craig Hallum", "analyst": "Christian Schwab", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Louis Miscioscia", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Daiwa", "analyst": "Louis Miscioscia", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Daiwa Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Louis Miscioscia", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Steve Barger", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "KeyBanc", "analyst": "Steve Barger", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Keybanc Capital Markets Inc.", "analyst": "Steve Barger", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials", "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Shane Brett", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Morgan Stanley", "analyst": "Shane Brett", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Morgan Stanley", "analyst": "Shane Brett", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lam Research", "analyst": "Shane Brett", "raw_name": "Shane Brett", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/stocks/lrcx/transcripts/653168-q4-2026/", "locator": "Operator introduction, source line 656", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Shane Brett", "raw_name": "Shane Brett", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 851", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Applied Materials", "KLA", "Lam Research" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Will Kerwin", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Morningstar", "analyst": "Will Kerwin", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Charles Shi", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "Needham", "analyst": "Charles Shi", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "KLA", "institution": "Needham & Company", "analyst": "Charles Shi", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arm", "analyst": "Charles Shi", "raw_name": "Charles Shi", "institution": "Needham & Company", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 385", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Applied Materials", "KLA", "Arm" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tim Arcuri", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "UBS", "analyst": "Tim Arcuri", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "UBS", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tim Arcuri", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Applied Materials", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sebastien Naji", "questions": [], "coverage": [ { "company": "Applied Materials", "institution": "William Blair", "analyst": "Sebastien Naji", "city": "Not sourced", "url": "https://ir.appliedmaterials.com/stock-information/analyst-coverage", "source_ref": "turn23view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "William Blair & Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Sebastien Naji", "record_type": "named_analyst", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "William Blair", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Sebastien Naji", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arm", "analyst": "Sebastien Naji", "raw_name": "Sebastien Naji", "institution": "William Blair", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 210", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "James Schneider, Ph.D", "questions": [], "coverage": [ { "company": "KLA", "institution": "Goldman, Sachs & Co.", "analyst": "James Schneider, Ph.D", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "William Kerwin", "questions": [], "coverage": [ { "company": "KLA", "institution": "Morningstar", "analyst": "William Kerwin", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Cisco", "institution": "Morning Star", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "William Kerwin", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "KLA", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Edward Yang", "questions": [], "coverage": [ { "company": "KLA", "institution": "Oppenheimer", "analyst": "Edward Yang", "city": "Not sourced", "url": "https://ir.kla.com/stock-data/analyst-coverage", "source_ref": "turn21view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "KLA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stacey Rasgon", "questions": [], "coverage": [ { "company": "KLA", "institution": "Sanford C. Bernstein & Co. 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retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Equinix", "analyst": "Michael Funk", "raw_name": "Michael Funk", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 579", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brendan Lynch", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Barclays", "analyst": "Brendan Lynch", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Barclays", "analyst": "Brendan Lynch", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Madison Rezaei", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Bernstein Research", "analyst": "Madison Rezaei", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Bernstein", "analyst": "Madison Rezaei", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Bernstein Research", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Madison Rezaei", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Digital Realty", "analyst": "Madison Rezaei", "raw_name": "Madison Rezaei", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 437", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ari Klein", "questions": [], "coverage": [ { "company": "Equinix", "institution": "BMO Capital Markets", "analyst": "Ari Klein", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "BMO Capital Markets", "analyst": "Ari Klein", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Equinix", "analyst": "Ari Klein", "raw_name": "Ari Klein", "institution": "BMO Capital Markets", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 430", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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no stable persona inferred" }, { "name": "Brett Knoblauch", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Cantor Fitzgerald", "analyst": "Brett Knoblauch", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Cantor", "analyst": "Brett Knoblauch", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Cantor", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Brett Knoblauch", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "CoreWeave", "analyst": "Brett Knoblauch", "raw_name": "Brett Knoblauch", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 408", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mike Rollins", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Citigroup", "analyst": "Mike Rollins", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Greg Miller", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Citizens JMP Securities", "analyst": "Greg Miller", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Citizens JMP Securities", "analyst": "Greg Miller", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Citizens JMP", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Greg Miller", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Benjamin Soff", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Deutsche Bank", "analyst": "Benjamin Soff", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Deutsche Bank", "analyst": "Benjamin Soff", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kyle Sanders", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Edward Jones", "analyst": "Kyle Sanders", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Irvin Liu", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Evercore", "analyst": "Irvin Liu", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Evercore ISI", "analyst": "Irvin Liu", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "David Guarino", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Green Street Advisors", "analyst": "David Guarino", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Green Street Advisors", "analyst": "David Guarino", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Phani Kanumuri", "questions": [], "coverage": [ { "company": "Equinix", "institution": "HSBC", "analyst": "Phani Kanumuri", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "HSBC", "analyst": "Phani Kanumuri", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Richard Choe", "questions": [], "coverage": [ { "company": "Equinix", "institution": "JP Morgan", "analyst": "Richard Choe", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "J.P. Morgan", "analyst": "Richard Choe", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Digital Realty", "analyst": "Richard Choe", "raw_name": "Richard Choe", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 560", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brandon Nispel", "questions": [], "coverage": [ { "company": "Equinix", "institution": "KeyBanc Capital Markets", "analyst": "Brandon Nispel", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Supermicro", "institution": "KeyBanc", "analyst": "Brandon Nispel", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "KeyBanc", "analyst": "Brandon Nispel", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Supermicro", "analyst": "Brandon Nispel", "raw_name": "Brandon Nispel", "institution": "KeyBanc Capital Markets", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 613", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Supermicro", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Vikram Malhotra", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Mizuho", "analyst": "Vikram Malhotra", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Mizuho", "analyst": "Vikram Malhotra", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nick Del Deo", "questions": [], "coverage": [ { "company": "Equinix", "institution": "MoffettNathanson", "analyst": "Nick Del Deo", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "MoffettNathanson", "analyst": "Nick Del Deo", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Moffett Nathanson", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Nick Del Deo", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Digital Realty", "analyst": "Nick Del Deo", "raw_name": "Nick Del Deo", "institution": "MoffettNathanson", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 363", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Martin Szumski", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Morningstar", "analyst": "Martin Szumski", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Timothy Horan", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Oppenheimer & Co.", "analyst": "Timothy Horan", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Oppenheimer", "analyst": "Timothy Horan", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Frank Louthan IV", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Raymond James", "analyst": "Frank Louthan IV", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jonathan Atkin", "questions": [], "coverage": [ { "company": "Equinix", "institution": "RBC Capital Markets", "analyst": "Jonathan Atkin", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "RBC Capital Markets", "analyst": "Jonathan Atkin", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Equinix", "analyst": "Jonathan Atkin", "raw_name": "Jonathan Atkin", "institution": "RBC", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 522", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Digital Realty", "analyst": "Jonathan Atkin", "raw_name": "Jonathan Atkin", "institution": "RBC Capital Markets", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 460", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Maher Yaghi", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Scotiabank", "analyst": "Maher Yaghi", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Scotiabank", "analyst": "Maher Yaghi", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Erik Rasmussen", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Stifel", "analyst": "Erik Rasmussen", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Stifel", "analyst": "Erik Rasmussen", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Hodulik", "questions": [], "coverage": [ { "company": "Equinix", "institution": "UBS", "analyst": "John Hodulik", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "UBS", "analyst": "John Hodulik", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Eric Luebchow", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Wells Fargo", "analyst": "Eric Luebchow", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Wells Fargo", "analyst": "Eric Luebchow", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Digital Realty", "analyst": "Eric Luebchow", "raw_name": "Eric Luebchow", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 338", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Eric Luebchow", "raw_name": "Eric Luebchow", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Source line 402", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Andrew Rosivach", "questions": [], "coverage": [ { "company": "Equinix", "institution": "Wolfe Research", "analyst": "Andrew Rosivach", "city": "Not sourced", "url": "https://investor.equinix.com/stock-information/analyst-coverage", "source_ref": "turn55view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Digital Realty", "institution": "Wolfe Research", "analyst": "Andrew Rosivach", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Equinix", "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Xueru Zhang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "86Research Ltd.", "analyst": "Xueru Zhang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Meng", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Bank of China International Ltd", "analyst": "Michael Meng", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "BOC International", "analyst": "Michael Meng", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jiong Shao", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Barclays", "analyst": "Jiong Shao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Barclays", "analyst": "Jiong Shao", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Fawne Jiang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Benchmark Company LLC", "analyst": "Fawne Jiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Miranda Zhuang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "BofA Merrill Lynch", "analyst": "Miranda Zhuang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Baidu", "analyst": "Miranda Zhuang", "raw_name": "Miranda Zhuang", "institution": "Bank of America Securities", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 416", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Cathy Chan", "questions": [], "coverage": [ { "company": "Baidu", "institution": "CCB International", "analyst": "Cathy Chan", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CCB International", "analyst": "Cathy Chan", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ella Ji", "questions": [], "coverage": [ { "company": "Baidu", "institution": "China Renaissance", "analyst": "Ella Ji", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "China Renaissance", "analyst": "Ella Ji", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Yang Bai", "questions": [], "coverage": [ { "company": "Baidu", "institution": "CICC", "analyst": "Yang Bai", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alibaba", "analyst": "Yang Bai", "raw_name": "Yang Bai", "institution": "CICC", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 341", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu", "Alibaba" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alicia Yap", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Citi", "analyst": "Alicia Yap", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Citigroup", "analyst": "Alicia Yap", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alibaba", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 257", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 387", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 411", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu", "Tencent", "Alibaba" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Yingbo Xu", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Citic Securities", "analyst": "Yingbo Xu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Elinor Leung", "questions": [], "coverage": [ { "company": "Baidu", "institution": "CLSA", "analyst": "Elinor Leung", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Saiyi He", "questions": [], "coverage": [ { "company": "Baidu", "institution": "CMB International", "analyst": "Saiyi He", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "CMB International", "analyst": "Saiyi He", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Choi", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Daiwa", "analyst": "John Choi", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Leo Chiang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Deutsche Bank", "analyst": "Leo Chiang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Shi Kuang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "GF Securities", "analyst": "Shi Kuang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Zeping Zhao", "questions": [], "coverage": [ { "company": "Baidu", "institution": "ICBC", "analyst": "Zeping Zhao", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "LincoIn Kong", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Goldman Sachs", "analyst": "LincoIn Kong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Daisy Chen", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Haitong International", "analyst": "Daisy Chen", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lulu Xia", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Huatai Securities", "analyst": "Lulu Xia", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Thomas Chong", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Jefferies", "analyst": "Thomas Chong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Jefferies", "analyst": "Thomas Chong", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Baidu", "analyst": "Thomas Chong", "raw_name": "Thomas Chong", "institution": "Jefferies", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 488", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "James Lee", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Mizuho", "analyst": "James Lee", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gary Yu", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Morgan Stanley", "analyst": "Gary Yu", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Tencent", "institution": "Morgan Stanley", "analyst": "Gary Yu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Tencent", "analyst": "Gary Yu", "raw_name": "Gary", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 519", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu", "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kai Wang", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Morningstar", "analyst": "Kai Wang", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jin Yoon", "questions": [], "coverage": [ { "company": "Baidu", "institution": "New Street Research", "analyst": "Jin Yoon", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jialong Shi", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Nomura", "analyst": "Jialong Shi", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Shyam Patil", "questions": [], "coverage": [ { "company": "Baidu", "institution": "Susquehanna", "analyst": "Shyam Patil", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Meta", "institution": "Susquehanna Financial Group", "analyst": "Shyam Patil", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu", "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tian Hou", "questions": [], "coverage": [ { "company": "Baidu", "institution": "TH Capital", "analyst": "Tian Hou", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Wei Xiong / Kenneth Fong", "questions": [], "coverage": [ { "company": "Baidu", "institution": "UBS", "analyst": "Wei Xiong / Kenneth Fong", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Bo Pei", "questions": [], "coverage": [ { "company": "Baidu", "institution": "US Tiger", "analyst": "Bo Pei", "city": "Not sourced", "url": "https://ir.baidu.com/stock-information/analyst-coverage", "source_ref": "turn59view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ruplu Bhattachary", "questions": [], "coverage": [ { "company": "Supermicro", "institution": "BofA Securities", "analyst": "Ruplu Bhattachary", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jon Tanwanteng", "questions": [], "coverage": [ { "company": "Supermicro", "institution": "CJS Securities", "analyst": "Jon Tanwanteng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Quinn Bolton", "questions": [], "coverage": [ { "company": "Supermicro", "institution": "Needham & Company", "analyst": "Quinn Bolton", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Needham & Company", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Quinn Bolton", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Marvell", "analyst": "Quinn Bolton", "raw_name": "Quinn Bolton", "institution": "Needham & Company", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 609", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Supermicro", "Marvell", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Donnie Teng", "questions": [], "coverage": [ { "company": "Supermicro", "institution": "Nomura Research", "analyst": "Donnie Teng", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Lenovo", "institution": "Nomura", "analyst": "Donnie Teng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Supermicro", "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nehal Choski", "questions": [], "coverage": [ { "company": "Supermicro", "institution": "Northland Securities", "analyst": "Nehal Choski", "city": "Not sourced", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kulwinder Rajpal", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "AlphaValue", "analyst": "Kulwinder Rajpal", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jonathan Mounsey", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "BNP Paribas", "analyst": "Jonathan Mounsey", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Schneider Electric", "analyst": "Jonathan Mounsey", "raw_name": "Jonathan Mounsey", "institution": "BNP", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 514", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Benjamin Heelan", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Bank of America", "analyst": "Benjamin Heelan", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lourdes Domínguez", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Banco Santander", "analyst": "Lourdes Domínguez", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "George Featherstone", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Barclays", "analyst": "George Featherstone", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Richard Dawson", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Berenberg", "analyst": "Richard Dawson", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alasdair Leslie", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "BernsteinSG", "analyst": "Alasdair Leslie", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Schneider Electric", "analyst": "Alasdair Leslie", "raw_name": "Alasdair Leslie", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 428", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Eric Lemarie", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "CIC Market Solutions", "analyst": "Eric Lemarie", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Hongjie Li", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "CICC", "analyst": "Hongjie Li", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Martin Wilkie", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "CITI Bank", "analyst": "Martin Wilkie", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gaël De Bray", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Deutsche Bank", "analyst": "Gaël De Bray", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alexander Virgo", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Evercore", "analyst": "Alexander Virgo", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Daniela Costa", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Goldman Sachs", "analyst": "Daniela Costa", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Schneider Electric", "analyst": "Daniela Costa", "raw_name": "Daniela Costa", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 620", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sean McLoughlin", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "HSBC", "analyst": "Sean McLoughlin", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "HSBC", "analyst": "Sean McLoughlin", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric", "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Philip Buller", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "JP Morgan", "analyst": "Philip Buller", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rizk Maidi", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Jefferies", "analyst": "Rizk Maidi", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "William Mackie", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Kepler Cheuvreux", "analyst": "William Mackie", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Max Yates", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Morgan Stanley", "analyst": "Max Yates", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Matthew Donen", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Morningstar", "analyst": "Matthew Donen", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Delphine Brault", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Oddo", "analyst": "Delphine Brault", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ben Uglow", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Oxcap Analytics", "analyst": "Ben Uglow", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Schneider Electric", "analyst": "Ben Uglow", "raw_name": "Ben Uglow", "institution": "Oxcap", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 692", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Fielding", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "RBC Capital Markets", "analyst": "Mark Fielding", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "James Moore", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Rothschild & Co", "analyst": "James Moore", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Schneider Electric", "analyst": "James Moore", "raw_name": "James Moore", "institution": "Rothschild & Co", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 558", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jeffrey Sprague", "questions": [], "coverage": [ { "company": "Schneider Electric", "institution": "Vertical Research Partners", "analyst": "Jeffrey Sprague", "city": "Not sourced", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "record_type": "named_analyst", "as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "Eaton", "institution": "Vertical Research Partners", "analyst": "Jeffrey Sprague", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Eaton", "analyst": "Jeffrey Sprague", "raw_name": "Jeffrey Sprague", "institution": "Vertical Research Partners", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 659", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Jeffrey Sprague", "raw_name": "Jeffrey Sprague.", "institution": "Vertical Research", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 351", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric", "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rocco Strauss", "questions": [], "coverage": [ { "company": "Meta", "institution": "Arete Research", "analyst": "Rocco Strauss", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Colin A. Sebastian", "questions": [], "coverage": [ { "company": "Meta", "institution": "Baird", "analyst": "Colin A. Sebastian", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Justin Post", "questions": [], "coverage": [ { "company": "Meta", "institution": "Bank of America / Merrill Lynch", "analyst": "Justin Post", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Amazon", "analyst": "Justin Post", "raw_name": "Justin Post", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 476", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Justin Post", "raw_name": "Justin Post", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 515", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Amazon" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ross Sandler", "questions": [], "coverage": [ { "company": "Meta", "institution": "Barclays", "analyst": "Ross Sandler", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alphabet", "analyst": "Ross Sandler", "raw_name": "Ross Sandler", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 568", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Ross Sandler", "raw_name": "Ross Sandler", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 548", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Zgutowicz", "questions": [], "coverage": [ { "company": "Meta", "institution": "Benchmark Research", "analyst": "Mark Zgutowicz", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Shmulik", "questions": [], "coverage": [ { "company": "Meta", "institution": "Bernstein", "analyst": "Mark Shmulik", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Meta", "analyst": "Mark Shmulik", "raw_name": "Mark Shmulik", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 429", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Maria Ripps", "questions": [], "coverage": [ { "company": "Meta", "institution": "Canaccord Genuity", "analyst": "Maria Ripps", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ron Josey", "questions": [], "coverage": [ { "company": "Meta", "institution": "Citigroup", "analyst": "Ron Josey", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alphabet", "analyst": "Ron Josey", "raw_name": "Ron Josey", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 659", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ross Walthall", "questions": [], "coverage": [ { "company": "Meta", "institution": "Cleveland Research", "analyst": "Ross Walthall", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Joe Wittine", "questions": [], "coverage": [ { "company": "Meta", "institution": "Edgewater Research", "analyst": "Joe Wittine", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Mahaney", "questions": [], "coverage": [ { "company": "Meta", "institution": "Evercore ISI", "analyst": "Mark Mahaney", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Shebly Seyrafi", "questions": [], "coverage": [ { "company": "Meta", "institution": "FBN Securities", "analyst": "Shebly Seyrafi", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Morris", "questions": [], "coverage": [ { "company": "Meta", "institution": "Guggenheim Partners", "analyst": "Michael Morris", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nicolas Cote-Colisson", "questions": [], "coverage": [ { "company": "Meta", "institution": "HSBC", "analyst": "Nicolas Cote-Colisson", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brent Thill", "questions": [], "coverage": [ { "company": "Meta", "institution": "Jefferies", "analyst": "Brent Thill", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Jefferies", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Brent Thill", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Microsoft", "analyst": "Brent Thill", "raw_name": "Brent Thill", "institution": "Jefferies", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 502", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Brent Thill", "raw_name": "Brent Thill", "institution": "Jefferies", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 621", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Microsoft", "Oracle", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Justin Patterson", "questions": [], "coverage": [ { "company": "Meta", "institution": "Keybanc", "analyst": "Justin Patterson", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rich Greenfield", "questions": [], "coverage": [ { "company": "Meta", "institution": "LightShed Partners", "analyst": "Rich Greenfield", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rob Sanderson", "questions": [], "coverage": [ { "company": "Meta", "institution": "Loop Capital", "analyst": "Rob Sanderson", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lloyd Walmsley", "questions": [], "coverage": [ { "company": "Meta", "institution": "Mizuho Securities", "analyst": "Lloyd Walmsley", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Nathanson", "questions": [], "coverage": [ { "company": "Meta", "institution": "Moffett Nathanson", "analyst": "Michael Nathanson", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alphabet", "analyst": "Michael Nathanson", "raw_name": "Michael Nathanson", "institution": "MediaBin", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 599", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brian White", "questions": [], "coverage": [ { "company": "Meta", "institution": "Monness, Crespi, Hardt", "analyst": "Brian White", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Laura Martin", "questions": [], "coverage": [ { "company": "Meta", "institution": "Needham", "analyst": "Laura Martin", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Daniel Salmon", "questions": [], "coverage": [ { "company": "Meta", "institution": "New Street Research", "analyst": "Daniel Salmon", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jason Helfstein", "questions": [], "coverage": [ { "company": "Meta", "institution": "Oppenheimer", "analyst": "Jason Helfstein", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Amazon", "analyst": "Jason Helfstein", "raw_name": "Jason Helfstein", "institution": "Oppenheimer & Co", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 583", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Meta", "Amazon" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Thomas Champion", "questions": [], "coverage": [ { "company": "Meta", "institution": "Piper Sandler", "analyst": "Thomas Champion", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Josh Beck", "questions": [], "coverage": [ { "company": "Meta", "institution": "Raymond James", "analyst": "Josh Beck", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "CoreWeave", "institution": "Raymond James", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Josh Beck", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brad Erickson", "questions": [], "coverage": [ { "company": "Meta", "institution": "RBC Capital Markets", "analyst": "Brad Erickson", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rohit Kulkarni", "questions": [], "coverage": [ { "company": "Meta", "institution": "Roth MKM", "analyst": "Rohit Kulkarni", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Barton Crockett", "questions": [], "coverage": [ { "company": "Meta", "institution": "Rosenblatt Securities", "analyst": "Barton Crockett", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Kelley", "questions": [], "coverage": [ { "company": "Meta", "institution": "Stifel, Nicolaus & Co.", "analyst": "Mark Kelley", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Blackledge", "questions": [], "coverage": [ { "company": "Meta", "institution": "TD Cowen", "analyst": "John Blackledge", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ivan Feinseth", "questions": [], "coverage": [ { "company": "Meta", "institution": "Tigress Financial Partners", "analyst": "Ivan Feinseth", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" }, { "company": "NVIDIA", "institution": "Tigress Financial Partners LLC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ivan Feinseth", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta", "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Youssef H. Squali", "questions": [], "coverage": [ { "company": "Meta", "institution": "Truist Securities", "analyst": "Youssef H. Squali", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stephen Ju", "questions": [], "coverage": [ { "company": "Meta", "institution": "UBS", "analyst": "Stephen Ju", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ralph Schackart", "questions": [], "coverage": [ { "company": "Meta", "institution": "William Blair", "analyst": "Ralph Schackart", "city": "Not sourced", "url": "https://investor.atmeta.com/stock-info/default.aspx?section=stockdata", "source_ref": "turn96view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Meta" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nam Kim", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Arete Research", "analyst": "Nam Kim", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Robert Cheng", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Bank of America Merrill Lynch", "analyst": "Robert Cheng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Hao Yanhui", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "CAITONG Securities", "analyst": "Hao Yanhui", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Yang yang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Changjiang Securities", "analyst": "Yang yang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Li Shiwen", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "China International Capital Group (CICC)", "analyst": "Li Shiwen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ying Ying", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "China Securities", "analyst": "Ying Ying", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Junyun Chen", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "CITIC Securities", "analyst": "Junyun Chen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kyna Wong", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Citi", "analyst": "Kyna Wong", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tony Zhang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "CLSA", "analyst": "Tony Zhang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lenovo", "analyst": "Tony Zhang", "raw_name": "Tony Zhang", "institution": "CLSA", "quarter": "FY2027 Q1", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2027-year/1-quarter", "locator": "Source line 226", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Question read by company representative; direct participation not established" } ], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jim Au", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "DBS", "analyst": "Jim Au", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Li Ming", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Dongbei Securities", "analyst": "Li Ming", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Fu Tianzi", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Everbright Securities", "analyst": "Fu Tianzi", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Harry Huang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "First Shanghai Securities", "analyst": "Harry Huang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Evan Lee", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "GF Securities", "analyst": "Evan Lee", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Verena Jeng", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Goldman Sachs", "analyst": "Verena Jeng", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Zou Lanlan", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Great Wall Securities", "analyst": "Zou Lanlan", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Xia Jun", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Guosheng Securities", "analyst": "Xia Jun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Heping Qin", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Guotai Haitong Securities", "analyst": "Heping Qin", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Hujian/Xiong li", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Guoxin Securities", "analyst": "Hujian/Xiong li", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Carol Juan", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "HSBC Securities", "analyst": "Carol Juan", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Huang Leping", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "HuaTai Securities", "analyst": "Huang Leping", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jin Rong", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Huaan Securities", "analyst": "Jin Rong", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Zhu Yun", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Huayuan Securities", "analyst": "Zhu Yun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Hong Jiajun", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Industrial Securities", "analyst": "Hong Jiajun", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Albert Hung", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "JP Morgan Securities", "analyst": "Albert Hung", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lenovo", "analyst": "Albert Hung", "raw_name": "Albert Hung", "institution": "JPMorgan", "quarter": "FY2027 Q1", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 380", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Question read by company representative; direct participation not established" } ], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Yang Zhe", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Kaiyuan Securities", "analyst": "Yang Zhe", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Cherry Ma", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Macquarie", "analyst": "Cherry Ma", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lenovo", "analyst": "Cherry Ma", "raw_name": "Cherry Ma", "institution": "Macquarie", "quarter": "FY2027 Q1", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 303", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Question read by company representative; direct participation not established" } ], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Fang Jing", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Minsheng Securities", "analyst": "Fang Jing", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Howard Kao", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Morgan Stanley", "analyst": "Howard Kao", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Lenovo", "analyst": "Howard Kao", "raw_name": "Howard Kao", "institution": "Morgan Stanley", "quarter": "FY2027 Q1", "date": "August 13, 2026", "url": "https://www.roic.ai/quote/LNVGY/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 229", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Question read by company representative; direct participation not established" } ], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jing Jie Yu", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Morningstar", "analyst": "Jing Jie Yu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kuai Jian", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Orient Securities", "analyst": "Kuai Jian", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alex Wang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "SDICSI Securities", "analyst": "Alex Wang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mengzhu Chen", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Sealand Securities", "analyst": "Mengzhu Chen", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Huang Zhonghuang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Shenwan Hongyuan Securities", "analyst": "Huang Zhonghuang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Zhang Liang Wei", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Soochow Securities", "analyst": "Zhang Liang Wei", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Xiang Jie Wang", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Southwest Securities", "analyst": "Xiang Jie Wang", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Cao Pei", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "TaiPingYang Securities", "analyst": "Cao Pei", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Xin Liu", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Tianfeng Securities", "analyst": "Xin Liu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Randy Abrams", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "UBS", "analyst": "Randy Abrams", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Johnny Yum", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "UOB Kay Hian", "analyst": "Johnny Yum", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ying Hao", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Yongxing Securities", "analyst": "Ying Hao", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Liu Wenshu", "questions": [], "coverage": [ { "company": "Lenovo", "institution": "Zheshang Securities", "analyst": "Liu Wenshu", "city": "Not sourced", "url": "https://investor.lenovo.com/en/ir/analyst.php", "source_ref": "turn57view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Lenovo" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Julian Mitchell", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Barclays", "analyst": "Julian Mitchell", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Chad Dillard", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Bernstein Research", "analyst": "Chad Dillard", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Eaton", "analyst": "Chad Dillard", "raw_name": "Chad Dillard", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 776", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nicole DeBlase", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Deutsche Bank Research", "analyst": "Nicole DeBlase", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Eaton", "analyst": "Nicole DeBlase", "raw_name": "Nicole DeBlase", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 698", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "David Raso", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Evercore ISI", "analyst": "David Raso", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Joe Ritchie", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Goldman Sachs", "analyst": "Joe Ritchie", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stephen Volkmann", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Jefferies", "analyst": "Stephen Volkmann", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stephen Tusa", "questions": [], "coverage": [ { "company": "Eaton", "institution": "JP Morgan", "analyst": "Stephen Tusa", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jeffrey Hammond", "questions": [], "coverage": [ { "company": "Eaton", "institution": "KeyBanc Capital Markets", "analyst": "Jeffrey Hammond", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brett Linzey", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Mizuho Securities USA", "analyst": "Brett Linzey", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Christopher Snyder", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Morgan Stanley", "analyst": "Christopher Snyder", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Vertiv", "analyst": "Christopher Snyder", "raw_name": "Christopher Snyder", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 542", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nicholas Lieb", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Morningstar Equity Research", "analyst": "Nicholas Lieb", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Christopher Glynn", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Oppenheimer", "analyst": "Christopher Glynn", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tim Thein", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Raymond James", "analyst": "Tim Thein", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Deane Dray", "questions": [], "coverage": [ { "company": "Eaton", "institution": "RBC Capital Markets", "analyst": "Deane Dray", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Eaton", "analyst": "Deane Dray", "raw_name": "Deane Dray", "institution": "RBC", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 354", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Deane Dray", "raw_name": "Deane Dray", "institution": "RBC Capital Markets", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 429", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Amit Mehrotra", "questions": [], "coverage": [ { "company": "Eaton", "institution": "UBS", "analyst": "Amit Mehrotra", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Vertiv", "analyst": "Amit Mehrotra", "raw_name": "Amit Mehrotra", "institution": "UBS", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 598", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Joseph O'Dea", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Wells Fargo Securities", "analyst": "Joseph O'Dea", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nigel Coe", "questions": [], "coverage": [ { "company": "Eaton", "institution": "Wolfe Research", "analyst": "Nigel Coe", "city": "Not sourced", "url": "https://www.eaton.com/content/eaton/in/en-us/company/investor-relations/investor-toolkit/analyst-coverage.html", "source_ref": "turn60view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Eaton", "analyst": "Nigel Coe", "raw_name": "Nigel Coe", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 591", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Nigel Coe", "raw_name": "Nigel Coe", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 458", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton", "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Charlie Chai", "questions": [], "coverage": [ { "company": "Tencent", "institution": "86Research", "analyst": "Charlie Chai", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Richard Kramer", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Arete Research", "analyst": "Richard Kramer", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alex Liu", "questions": [], "coverage": [ { "company": "Tencent", "institution": "BofA Securities", "analyst": "Alex Liu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Tencent", "analyst": "Alex Liu", "raw_name": "Alex Liu", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 449", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lei Yang", "questions": [], "coverage": [ { "company": "Tencent", "institution": "China Galaxy International", "analyst": "Lei Yang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Bai Yang", "questions": [], "coverage": [ { "company": "Tencent", "institution": "CICC", "analyst": "Bai Yang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Yuan Liao", "questions": [], "coverage": [ { "company": "Tencent", "institution": "CITIC Securities", "analyst": "Yuan Liao", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Alibaba", "analyst": "Yuan Liao", "raw_name": "Yuan Liao", "institution": "CITICS", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 396", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Tencent", "Alibaba" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Elinor Leung", "questions": [], "coverage": [ { "company": "Tencent", "institution": "CLSA", "analyst": "Elinor Leung", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Choi", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Daiwa", "analyst": "John Choi", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "William Packer", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Exane BNP Paribas", "analyst": "William Packer", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kuang Shi", "questions": [], "coverage": [ { "company": "Tencent", "institution": "GF Securities", "analyst": "Kuang Shi", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ronald Keung", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Goldman Sachs", "analyst": "Ronald Keung", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Tencent", "analyst": "Ronald Keung", "raw_name": "Ronald Keung", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 373", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nathan Wang", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Haitong International Securities", "analyst": "Nathan Wang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Joanne Ding", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Huatai", "analyst": "Joanne Ding", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Charlene R Liu", "questions": [], "coverage": [ { "company": "Tencent", "institution": "HSBC", "analyst": "Charlene R Liu", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Wei Fang", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Mizuho Securities USA", "analyst": "Wei Fang", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ivan Su", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Morningstar", "analyst": "Ivan Su", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jin K. Yoon", "questions": [], "coverage": [ { "company": "Tencent", "institution": "New Street Research", "analyst": "Jin K. Yoon", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jialong Shi", "questions": [], "coverage": [ { "company": "Tencent", "institution": "Nomura International", "analyst": "Jialong Shi", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kenneth Fong", "questions": [], "coverage": [ { "company": "Tencent", "institution": "UBS", "analyst": "Kenneth Fong", "city": "Not sourced", "url": "https://www.tencent.com/investors/equity-bond-information/", "source_ref": "turn93view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Tencent", "analyst": "Kenneth Fong", "raw_name": "Kenneth Fong", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 336", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Tencent" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Marie Ferguson", "questions": [], "coverage": [ { "company": "Digital Realty", "institution": "Argus Research", "analyst": "Marie Ferguson", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Giarelli", "questions": [], "coverage": [ { "company": "Digital Realty", "institution": "Morningstar", "analyst": "Mark Giarelli", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Frank Louthan", "questions": [], "coverage": [ { "company": "Digital Realty", "institution": "Raymond James", "analyst": "Frank Louthan", "city": "Not sourced", "url": "https://investor.digitalrealty.com/stock/analyst-coverage", "source_ref": "turn58view0", "record_type": "named_analyst", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "status": "IR-listed coverage" } ], "participants": [ { "company": "Equinix", "analyst": "Frank Louthan", "raw_name": "Frank Louthan", "institution": "Raymond James", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 478", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Digital Realty", "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "James Fish", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Piper Sandler", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "James Fish", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "Arista", "analyst": "James Fish", "raw_name": "James Fish", "institution": "Piper Sandler", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 522", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Arista", "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nicholas Del Deo", "questions": [], "coverage": [], "participants": [ { "company": "Equinix", "analyst": "Nicholas Del Deo", "raw_name": "Nicholas Del Deo", "institution": "MoffettNathanson", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 556", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Equinix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Joseph Cardoso", "questions": [], "coverage": [], "participants": [ { "company": "Qualcomm", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 387", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 664", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 388", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 392", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 629", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Qualcomm", "Dell", "HPE", "Supermicro", "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "François Bouvignies", "questions": [], "coverage": [], "participants": [ { "company": "ASML", "analyst": "François Bouvignies", "raw_name": "François Bouvignies", "institution": "UBS", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 349", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nigel van Putten", "questions": [], "coverage": [], "participants": [ { "company": "ASML", "analyst": "Nigel van Putten", "raw_name": "Nigel van Putten", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 710", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "ASML" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Katherine Murphy", "questions": [], "coverage": [], "participants": [ { "company": "Dell", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 510", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 297", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 460", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Dell", "HPE", "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Wamsi Mohan", "questions": [], "coverage": [], "participants": [ { "company": "Dell", "analyst": "Wamsi Mohan", "raw_name": "Wamsi Mohan", "institution": "Bank of America", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 544", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Wamsi Mohan", "raw_name": "Wamsi Mohan", "institution": "Bank of America", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 418", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Dell", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Erik Woodring", "questions": [], "coverage": [], "participants": [ { "company": "Dell", "analyst": "Erik Woodring", "raw_name": "Erik Woodring", "institution": "Morgan Stanley", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 586", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Erik Woodring", "raw_name": "Erik Woodring", "institution": "Morgan Stanley", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 464", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Dell", "HPE" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark -- so", "questions": [], "coverage": [], "participants": [ { "company": "Alphabet", "analyst": "Mark -- so", "raw_name": "Mark -- so", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 634", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Incomplete transcript label; unresolved identity", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ken Goralski", "questions": [], "coverage": [], "participants": [ { "company": "Alphabet", "analyst": "Ken Goralski", "raw_name": "Ken Goralski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 687", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sridat Kajuria", "questions": [], "coverage": [], "participants": [ { "company": "Alphabet", "analyst": "Sridat Kajuria", "raw_name": "Sridat Kajuria", "institution": "Wolf Research", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 716", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Alphabet" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Colin Sebastian", "questions": [], "coverage": [], "participants": [ { "company": "Amazon", "analyst": "Colin Sebastian", "raw_name": "Colin Sebastian", "institution": "Baird", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 547", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Amazon" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Moerdler", "questions": [], "coverage": [], "participants": [ { "company": "Microsoft", "analyst": "Mark Moerdler", "raw_name": "Mark Moerdler", "institution": "Bernstein Research", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 531", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Mark Moerdler", "raw_name": "Mark Moerdler", "institution": "Bernstein", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 528", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Microsoft", "Oracle" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Adam Wood", "questions": [], "coverage": [], "participants": [ { "company": "Microsoft", "analyst": "Adam Wood", "raw_name": "Adam Wood", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 579", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Microsoft" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Turrin", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Wells Fargo", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Michael Turrin", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [ { "company": "CoreWeave", "analyst": "Michael Turrin", "raw_name": "Michael Turrin", "institution": "Wells Fargo Securities", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 383", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Siti Panigrahi", "questions": [], "coverage": [], "participants": [ { "company": "Oracle", "analyst": "Siti Panigrahi", "raw_name": "Siti Panigrahi", "institution": "Mizuho", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 431", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Oracle" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kirk Materne", "questions": [], "coverage": [], "participants": [ { "company": "Oracle", "analyst": "Kirk Materne", "raw_name": "Kirk Materne", "institution": "Evercore ISI", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 664", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Oracle" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Lincoln Kong", "questions": [], "coverage": [], "participants": [ { "company": "Baidu", "analyst": "Lincoln Kong", "raw_name": "Lincoln Kong", "institution": "GS", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 440", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Baidu" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Victor Chiu", "questions": [], "coverage": [], "participants": [ { "company": "Supermicro", "analyst": "Victor Chiu", "raw_name": "Victor Chiu", "institution": "Raymond James", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 661", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Supermicro" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Chris Snyder", "questions": [], "coverage": [], "participants": [ { "company": "Eaton", "analyst": "Chris Snyder", "raw_name": "Chris Snyder", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 470", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Andy Kaplowitz", "questions": [], "coverage": [], "participants": [ { "company": "Eaton", "analyst": "Andy Kaplowitz", "raw_name": "Andy Kaplowitz", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 733", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jeff Hammond", "questions": [], "coverage": [], "participants": [ { "company": "Eaton", "analyst": "Jeff Hammond", "raw_name": "Jeff Hammond", "institution": "KeyBanc", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 803", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Eaton" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Nicole DeBlaseBlase", "questions": [], "coverage": [], "participants": [ { "company": "Vertiv", "analyst": "Nicole DeBlaseBlase", "raw_name": "Nicole DeBlaseBlase", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 577", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Mark Delaney", "questions": [], "coverage": [], "participants": [ { "company": "Vertiv", "analyst": "Mark Delaney", "raw_name": "Mark Delaney.", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 638", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Anand Baruah", "questions": [], "coverage": [], "participants": [ { "company": "Vertiv", "analyst": "Anand Baruah", "raw_name": "Anand Baruah", "institution": "Loop Capital", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 681", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Luke Junk", "questions": [], "coverage": [], "participants": [ { "company": "Vertiv", "analyst": "Luke Junk", "raw_name": "Luke Junk", "institution": "Baird", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 710", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Vertiv" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jon Petersen", "questions": [], "coverage": [], "participants": [ { "company": "Digital Realty", "analyst": "Jon Petersen", "raw_name": "Jon Petersen", "institution": "Jefferies", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 499", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Digital Realty" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Phil Buller", "questions": [], "coverage": [], "participants": [ { "company": "Schneider Electric", "analyst": "Phil Buller", "raw_name": "Phil Buller", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 377", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gael de-Bray", "questions": [], "coverage": [], "participants": [ { "company": "Schneider Electric", "analyst": "Gael de-Bray", "raw_name": "Gael de-Bray", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/SBGSY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 657", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Schneider Electric" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Dongwon Kim", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Dongwon Kim", "raw_name": "Dongwon Kim", "institution": "KB Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 302", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sei Cheol", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Sei Cheol", "raw_name": "Sei Cheol", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 373", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Dong Hee Han", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Dong Hee Han", "raw_name": "Dong Hee Han", "institution": "SK Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jay Kwon", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Jay Kwon", "raw_name": "Jay Kwon", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 447", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "SK hynix", "analyst": "Jay Kwon", "raw_name": "Jay Kwon", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 155", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung", "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Min-sook Chae", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Min-sook Chae", "raw_name": "Min-sook Chae", "institution": "Korea Investment & Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 490", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sung Kyu Kim", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Sung Kyu Kim", "raw_name": "Sung Kyu Kim", "institution": "Daiwa Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 524", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Simon Woo", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Simon Woo", "raw_name": "Simon Woo", "institution": "Bank of America Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 564", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kyunga Lee", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Kyunga Lee", "raw_name": "Kyunga Lee", "institution": "CGS International Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 596", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ryu Young Ho", "questions": [], "coverage": [], "participants": [ { "company": "Samsung", "analyst": "Ryu Young Ho", "raw_name": "Ryu Young Ho", "institution": "Investment & Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 630", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "Samsung" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Rokho Kim", "questions": [], "coverage": [], "participants": [ { "company": "SK hynix", "analyst": "Rokho Kim", "raw_name": "Rokho Kim", "institution": "Hana Securities", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 253", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sunwoo Kim", "questions": [], "coverage": [], "participants": [ { "company": "SK hynix", "analyst": "Sunwoo Kim", "raw_name": "Sunwoo Kim", "institution": "Meritz Securities", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 325", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Daehoon Han", "questions": [], "coverage": [], "participants": [ { "company": "SK hynix", "analyst": "Daehoon Han", "raw_name": "Daehoon Han", "institution": "SK Securities", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 489", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Sanjeev Rana", "questions": [], "coverage": [], "participants": [ { "company": "SK hynix", "analyst": "Sanjeev Rana", "raw_name": "Sanjeev Rana", "institution": "CLSA Securities Korea", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 683", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Hyung-keun Ryu", "questions": [], "coverage": [], "participants": [ { "company": "SK hynix", "analyst": "Hyung-keun Ryu", "raw_name": "Hyung-keun Ryu", "institution": "Daishin Securities", "quarter": "FY2026 Q2", "date": "Jul 29, 2026", "url": "https://stockanalysis.com/quote/krx/000660/transcripts/653208-q2-2026/", "locator": "Operator introduction, source line 785", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "SK hynix" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Charlie Chan", "questions": [], "coverage": [], "participants": [ { "company": "TSMC", "analyst": "Charlie Chan", "raw_name": "Charlie Chan", "institution": "Not sourced", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 467", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" } ], "companies": [ "TSMC" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Arthur", "questions": [], "coverage": [], "participants": [ { "company": "TSMC", "analyst": "Arthur", "raw_name": "Arthur", "institution": "Macquarie", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 595", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Incomplete transcript label; 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analyst name not published" }, { "name": "Citic Securities", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Citic Securities", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Citi", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Citi", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Cleveland Research Company", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Cleveland Research Company", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "CrispIdea", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "CrispIdea", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Daiwa Securities", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Daiwa Securities", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Deutsche Bank Research", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Deutsche Bank Research", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Everbright Securities", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Everbright Securities", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Evercore ISI", "firm_only": true, "questions": [], "coverage": [ { "company": "Qualcomm", "institution": "Evercore ISI", "analyst": null, "city": "Not sourced", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "record_type": "firm_only", "as_of": "2026-02-04", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Qualcomm" ], "pattern_status": "firm-only official coverage; 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retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "RBC", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "RBC", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Rotschild & Co Redburn", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "Rotschild & Co Redburn", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Stifel", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "Stifel", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Susquehanna", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "Susquehanna", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "TD Cowen", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "TD Cowen", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "UBS Securities LLC", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "UBS Securities LLC", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Wells Fargo Securities", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "Wells Fargo Securities", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Wolfe Research", "firm_only": true, "questions": [], "coverage": [ { "company": "Lam Research", "institution": "Wolfe Research", "analyst": null, "city": "Not sourced", "url": "https://investor.lamresearch.com/analyst-coverage", "source_ref": "turn29view0", "record_type": "firm_only", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05" } ], "participants": [], "companies": [ "Lam Research" ], "pattern_status": "firm-only official coverage; analyst name not published" }, { "name": "Thomas O'Malley", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Barclays Capital", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Thomas O'Malley", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Kunjan Sobhani", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Bloomberg", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Kunjan Sobhani", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Qiaosheng Cheng", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "CICC", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Qiaosheng Cheng", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Richard C. Shannon", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Craig-Hallum Capital Group", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Richard C. Shannon", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Chandler Willison", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "M Science", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Chandler Willison", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Simon M. Leopold", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Raymond James", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Simon M. Leopold", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Guilherme Bellizzi Motta", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Safra", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Guilherme Bellizzi Motta", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Will Stein", "questions": [], "coverage": [ { "company": "NVIDIA", "institution": "Truist Securities", "city": "Not sourced", "url": "https://investor.nvidia.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Will Stein", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "NVIDIA" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Stephen Bersey", "questions": [], "coverage": [ { "company": "Cisco", "institution": "HSBC", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Stephen Bersey", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Jim Fish", "questions": [], "coverage": [ { "company": "Cisco", "institution": "Piper Sandler", "city": "Not sourced", "url": "https://investor.cisco.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Jim Fish", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "Cisco" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Andrew Beale", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Arete Research", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Andrew Beale", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Dan Wang", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "BNP Paribas", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Dan Wang", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Osni Carfi", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "BTG Pactual", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Osni Carfi", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Tyler Radke", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Citi", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Tyler Radke", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Michael Donovan", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Compass Point", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Michael Donovan", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Brad Zelnik", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Deutsche Bank", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Brad Zelnik", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Paul Meeks", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Freedom Capital", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Paul Meeks", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Abhishek Shukla", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "HSBC", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Abhishek Shukla", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Paul Golding", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Macquarie", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Paul Golding", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Gregg Moskowitz", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Mizuho", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Gregg Moskowitz", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Ryan Lountzis", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Morgan Stanley", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Ryan Lountzis", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John Todaro", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Needham", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "John Todaro", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Param Singh", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Oppenheimer", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Param Singh", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "John McPeake", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Rosenblatt", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "John McPeake", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Alex Heissl", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Rothschild & Co Redburn", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Alex Heissl", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Arvind Ramnani", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Truist", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Arvind Ramnani", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" }, { "name": "Arsenije Matovic", "questions": [], "coverage": [ { "company": "CoreWeave", "institution": "Wolfe", "city": "Not sourced", "url": "https://investors.coreweave.com/stock-info/analyst-coverage/default.aspx", "source_ref": "browser-crawl 2026-10-05", "as_of": "date not stated on source; retrieved 2026-10-05", "retrieved_on": "2026-10-05", "analyst": "Arsenije Matovic", "record_type": "named_analyst", "status": "IR-listed coverage" } ], "participants": [], "companies": [ "CoreWeave" ], "pattern_status": "single/few-question examples; no stable persona inferred" } ], "fresh_examples": [ { "analyst": "Joseph Moore", "company": "Micron", "date": "2026-09-30", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/4-quarter", "locator": "Post-earnings call Q&A lines 501–536; event type confirmed by StockAnalysis", "ask": "Why would supply growth slow despite higher CapEx?", "uncertainty": "Our interpretation: investment and usable bit supply have different lags.", "skills": [ "F5", "F7", "F9" ], "follow_up": "Calculate output by wafer allocation, bits per wafer and qualification lag." }, { "analyst": "James Schneider", "company": "Micron", "date": "2026-09-30", "url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "locator": "Post-call Q&A lines 342–387", "ask": "Do new SCAs change price bands or the pricing framework?", "uncertainty": "Our interpretation: pricing bands protect downside but may cap upside.", "skills": [ "F3", "F7", "F14" ], "follow_up": "Model new contract vintages separately; do not assume old bands automatically reset." }, { "analyst": "C.J. Muse", "company": "Micron", "date": "2026-09-30", "url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "locator": "Q&A lines 162–182", "ask": "Which inventory costs lower the next-quarter gross margin?", "uncertainty": "Our interpretation: expense recognition can move margins without changing demand.", "skills": [ "F2", "F3", "F11" ], "follow_up": "Build a cost-recognition bridge before attributing the decline to pricing." }, { "analyst": "Stacy Rasgon", "company": "NVIDIA", "date": "2025-08-27", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2026/q2/NVDA-Q2-2026-Earnings-Call-27-August-2025-5_00-PM-ET.pdf", "locator": "PDF p13 / Q&A Rasgon", "ask": "将顺序收入增长分解为新旧计算平台和网络。", "uncertainty": "组合而非总增长决定收入与利润模型。", "skills": [ "F2", "F3", "F4" ], "follow_up": "按产品收入与GM桥接；量、价格和内容不重复计数。" }, { "analyst": "C.J. Muse", "company": "NVIDIA", "date": "2025-08-27", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2026/q2/NVDA-Q2-2026-Earnings-Call-27-August-2025-5_00-PM-ET.pdf", "locator": "PDF p8 / Q&A Muse", "ask": "将生产到机架周期与电力、冷却条件连接到未来增长。", "uncertainty": "组件产能与可部署机架不等价。", "skills": [ "F7", "F9", "F14" ], "follow_up": "分别给生产、集成、通电和验收的季度桥。" }, { "analyst": "Joseph Moore", "company": "Micron", "date": "2026-06-24", "url": "https://www.roic.ai/quote/MU/transcripts/2026-year/3-quarter", "locator": "Q&A Moore; lines 447–484 in retrieved rendering", "ask": "追问客户押金的合同作用、与RPO关系及是否属于预付款。", "uncertainty": "合同保障、现金流与收入不能混为一谈。", "skills": [ "F11", "F7", "F14" ], "follow_up": "用合同条款、现金分类和返还义务核对。" } ], "counts": { "companies": 35, "events": 142, "questions": 178, "raw_speaker_labels": 108, "normalized_ledger_labels": 95, "directory_labels": 535, "ir_coverage_records": 546, "quarterly_events": 141, "post_earnings_calls": 1, "call_participant_records": 307, "call_participant_sources": 35, "ir_firm_records": 74, "ir_published_rows": 620, "ir_named_companies": 17, "ir_firm_only_companies": 2, "ir_unresolved_companies": 16, "named_directory_labels": 461, "firm_directory_labels": 74, "third_party_records": 184, "third_party_analysts_only": 37 }, "cutoff_timezone": "Europe/London", "earnings_refresh": { "as_of": "2026-10-05", "timezone": "Europe/London", "previous_earnings_cutoff": "2026-09-28", "method": "Issuer-specific public-source searches across the 35-company universe. Only Micron newly identified in this interval. Search checks are not a full filing-archive audit; unresolved source gaps are retained.", "new_quarterly_events": 1, "new_post_earnings_calls": 1, "new_selected_questions": 10, "micron": { "period": "FY2026 Q4", "period_end": "2026-09-03", "release_date": "2026-09-30", "release_url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/", "remarks_url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf", "main_call_url": "https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call", "post_call_url": "https://stockanalysis.com/stocks/mu/transcripts/742832-q4-2026-post-call/", "reported": { "currency": "USD", "revenue_billion": 54.229, "gaap_eps": 32.87, "non_gaap_eps": 33.42, "non_gaap_gm_percent": 87, "cfo_billion": 43.97, "net_capex_billion": 10.77, "adjusted_fcf_billion": 33.2 }, "guidance": { "period": "FY2027 Q1", "revenue_billion_midpoint": 61.5, "revenue_billion_range": [ 60, 63 ], "non_gaap_eps_midpoint": 38.15, "non_gaap_gm_percent": 86.25 }, "consensus": { "status": "Unavailable from a frozen primary pre-release dataset; do not substitute scenarios for buy-side expectations" }, "accounting": { "q4_customer_deposits_billion": 12.3, "classification": "financing activities, excluded from CFO and adjusted FCF", "source": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf", "locator": "pp8–9 / cash flow, total cash/debt" }, "interpretation": [ "Higher capex does not establish immediate qualified bit output.", "Pricing bands require vintage-specific scenarios.", "Customer deposits are financing, not earned revenue or operating FCF." ], "gaps": [ "Transcript mirrors not checked against webcast audio.", "Ten selected probes are not a complete main/post-call Q&A census.", "No verified pre-release buy-side expectations or target-price revisions." ] }, "next_confirmed_events": [ { "company": "TSMC", "date": "2026-10-15", "url": "https://investor.tsmc.com/english/quarterly-results/2026/q3" }, { "company": "Lam Research", "date": "2026-10-21", "url": "https://investor.lamresearch.com/2026-09-30-Lam-Research-Corporation-Announces-September-Quarter-Financial-Conference-Call" }, { "company": "KLA", "date": "2026-10-28", "url": "https://ir.kla.com/" }, { "company": "Digital Realty", "date": "2026-10-29", "url": "https://digitalrealtytrust.gcs-web.com/news-releases/news-release-details/digital-realty-schedules-third-quarter-2026-earnings-release-and" } ], "company_checks": [ { "company": "AMD", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Financial Results :: Advanced Micro Devices, Inc. (AMD)", "url": "https://ir.amd.com/financial-information/financial-results", "ref": "turn11search1", "excerpt": " [wordlim: 200] Crawled: today; * Financial Results ... Quarter Ended Jun 27, 2026Earnings Release HTML\n\n" }, { "title": "Advanced Micro Devices, Inc. (AMD)", "url": "https://ir.amd.com/", "ref": "turn11search3", "excerpt": " [wordlim: 200] Crawled: yesterday; # Investor Relations ... AMD to Report Fiscal Second Quarter 2026 Financial Results ... October 2, 2026 4:00 PM ET ... ## Latest Financial Results ... More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this exp" }, { "title": "AMD Reports Second Quarter 2026 Financial Results :: Advanced Micro Devices, Inc. (AMD)", "url": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results", "ref": "turn11search4", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 2 days ago; (AMD) such as, AMD’s strong momentum in the second half of 2026; AI driving compute demand across AMD’s markets; AMD being well positioned to capture expanding opportunity; AMD’s ability to deliver substantial revenue and earnings growth in the years ahead; acceleration of AMD’s Data Center sales growth in second half of 2026 driving s" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "ASML", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "searched; source coverage incomplete; retain inherited event", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Alibaba", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Alibaba Investor Relations - Alibaba Group", "url": "https://www.alibabagroup.com/en-US/ir-filings-sec", "ref": "turn14search0", "excerpt": " [wordlim: 200] Crawled: yesterday; October 02, 2026 ... Quarterly Reports ... September 29, 2026 ... The data service is provided by Alibaba Cloud, with a delay of at least 1 hour.\n\n" }, { "title": "Alibaba Investor Relations - Alibaba Group", "url": "https://www.alibabagroup.com/en-US/ir-filings-hkex", "ref": "turn14search4", "excerpt": " [wordlim: 200] Crawled: yesterday; September 29, 2026 ... ANNOUNCEMENT OF THE JUNE QUARTER 2026 RESULTS\n\n" }, { "title": "Alibaba Investor Relations - Alibaba Group", "url": "https://home.alibabagroup.com/en-US/ir-financial-reports-quarterly-results", "ref": "turn14search5", "excerpt": " [wordlim: 200] Crawled: today; Earnings and FinancialsQuarterly ResultsFinancial Reports ... March Quarter 2026 and Full Fiscal Year 2026 Results\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Alphabet", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Alphabet Investor Relations - Investors - Earnings", "url": "https://alphabet2025ir.q4web.com/investor/Earnings/default.aspx", "ref": "turn14search19", "excerpt": " [wordlim: 200] Crawled: 2 weeks ago; Earnings Release for 2026 Q1 (opens PDF file in new window)\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Amazon", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "searched; source coverage incomplete; retain inherited event", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Applied Materials", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Quarterly Earnings | Applied Materials", "url": "https://ir.appliedmaterials.com/financial-information/quarterly-results/", "ref": "turn13search1", "excerpt": " [wordlim: 200] Crawled: last week; * Q3 2026 Earnings Call Published Script 128.1 KB\n\n" }, { "title": "Investor Relations | Applied Materials", "url": "https://investor.appliedmaterials.com/", "ref": "turn13search3", "excerpt": " [wordlim: 200] Crawled: last week; Investor Relations ... Applied Materials to Host Investor Breakfast Presentation During SEMICON West Press Release ... Latest Filings and Reports ... * Q3 2026 Earnings Call Published Script 128.1 KB\n\n" }, { "title": "Investor Relations | Applied Materials", "url": "https://ir.appliedmaterials.com/", "ref": "turn13search4", "excerpt": " [wordlim: 200] Crawled: 3 days ago; Investor Relations ... Applied Materials to Host Investor Breakfast Presentation During SEMICON West Press ReleaseLatest Filings and Reports ... * Q3 2026 Earnings Call Published Script 128.1 KB\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Arista", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Arista Networks - Financial Info", "url": "https://investors.arista.com/Financial-Information/default.aspx", "ref": "turn16search4", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; Home»Financial Info ... Date:September 8, 2026 ... Date:September 3, 2026 ... Description:Quarterly Report\n\n" }, { "title": "Arista Networks - Financial Info", "url": "https://investors.arista.com/Financial-Information/default.aspx?LanguageId=1", "ref": "turn16search8", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; Home»Financial Info ... Date:September 10, 2026 ... Date:September 10, 2026 ... Description:Quarterly Report\n\n" }, { "title": "Arista Networks - Financial Info", "url": "https://investors.arista.com/Financial-Information/default.aspx?section=financialsummary", "ref": "turn16search13", "excerpt": " [wordlim: 200] Crawled: last week; Description:Quarterly Report ... Date:June 22, 2026\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Arm", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Quarterly Results – Arm®", "url": "https://investors.arm.com/financials/quarterly-annual-results", "ref": "turn11search0", "excerpt": " [wordlim: 200] Crawled: last week; # Quarterly ResultsOn July 29, 2026, at 14:00 PT (17:00 ET, 22:00 GMT) there will be a webcast with management regarding financial results for the first quarter of fiscal year 2027.\n\n" }, { "title": "Investor Relations – Arm®", "url": "https://investors.arm.com/", "ref": "turn11search2", "excerpt": " [wordlim: 200] Crawled: last week; # Investor Relations ... July 29, 2026Arm Holdings plc Reports Results for the First Quarter of the Financial Year Ending 2027 ... Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2027\n\n" }, { "title": "Arm delivers record-breaking quarter and full-year results   - Arm Newsroom", "url": "https://newsroom.arm.com/news/arm-q4-fye26-results", "ref": "turn11search5", "excerpt": " [wordlim: 200] Published: 5 months ago; Crawled: 2 days ago; Today (May 6, 2026) Arm (NASDAQ: ARM) published a letter to its shareholders containing the company’s results for its fourth quarter and fiscal year 2026 ended March 31, 2026. ... FYE26 was Arm’s third consecutive financial year since going public of more than 20% revenue growth. ... The full letter to shareholders is available on the " } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Baidu", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Investor Overview | Baidu Inc", "url": "https://ir.baidu.com/", "ref": "turn17search6", "excerpt": " [wordlim: 200] Crawled: 3 days ago; # Investor Overview ... Baidu Announces Inclusion of Its Class A Ordinary Shares in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect ProgramsSep 6, 2026 ... Financial Reports\n\n" }, { "title": "Investor Overview | Baidu Inc", "url": "https://ir.baidu.com/investor-overview/", "ref": "turn17search7", "excerpt": " [wordlim: 200] Crawled: last week; # Investor Overview ... Baidu Announces Inclusion of Its Class A Ordinary Shares in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect ProgramsSep 6, 2026 ... Financial Reports\n\n" }, { "title": "Baidu Announces Second Quarter 2026 Results | Baidu Inc", "url": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-second-quarter-2026-results", "ref": "turn17search8", "excerpt": " [wordlim: 200] Published: last month; Crawled: last week; (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), (\"Baidu\" or the \"Company\"), a leading AI company with strong Internet foundation, today announced its unaudited financial results for the second quarter ended June 30, 2026. ... Non-GAAP net income attributable to Baidu was RMB2.6 billion ($379 million), non-GAAP net mar" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Broadcom", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "searched; source coverage incomplete; retain inherited event", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Cisco", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Cisco Systems Inc. - Financials - Quarterly Results", "url": "https://investor.cisco.com/financials/quarterly-results/default.aspx?languageid=1", "ref": "turn16search1", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; ## Latest Quarters ... #### CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS ... Cisco has declared a quarterly dividend of $0.42 per common share to be paid on October 21, 2026, to all stockholders of record as of the close of business on October 2, 2026. ... * Q1FY26 Supplemental financial details of First Quarter 2026, Excel file, (opens in new" }, { "title": "Cisco Systems Inc. - Investor Relations", "url": "https://investor.cisco.com/overview/default.aspx", "ref": "turn16search2", "excerpt": " [wordlim: 200] Crawled: today; September 23, 2026 ... Built from years of experience and extensive data, Cisco blends the power of AI with human know-how to deliver proactive, personalized, and predictive customer experiences. ... ## Latest Quarter Results ... * Earnings Slides of Q4 2026, PDF file, (opens in new window) ... See all quarterly reports\n\n" }, { "title": "Cisco Systems Inc. - Investor Relations", "url": "https://investor.cisco.com/", "ref": "turn16search9", "excerpt": " [wordlim: 200] Published: 4 months ago; Crawled: last month; * Download PDF, Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure, June 2, 2026, (opens in new window) ... ## Latest Quarter Results ... * Earnings Slides of Q4 2026, PDF file, (opens in new window)\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "CoreWeave", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "CoreWeave - Financials - Quarterly Results", "url": "https://investors.coreweave.com/financials/quarterly-results/", "ref": "turn17search0", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; The live webcast of CoreWeave’s earnings conference call can be accessed via the CoreWeave Investor Relations website at investors.coreweave.com, along with the earnings press release and accompanying presentation. ... Investments and Fair Value Measurements to our consolidated financial statements included in our Quarterly Report on Form 10-Q filed or to be " }, { "title": "CoreWeave - Investor Relations", "url": "https://investors.coreweave.com/overview/", "ref": "turn17search1", "excerpt": " [wordlim: 200] Crawled: last week; * Webcast Goldman Sachs Communacopia + Technology Conference, September 8, 2026, (opens in new window) ... * Webcast CoreWeave Second Quarter 2026 Earnings Conference Call, August 11, 2026, (opens in new window) ... contact us by ph​​​ Send email (investor-relations@coreweave.com)\n\n" }, { "title": "CoreWeave - Investor Relations", "url": "https://investors.coreweave.com/overview/default.aspx", "ref": "turn17search3", "excerpt": " [wordlim: 200] Crawled: last week; * Q2’26 Earnings Presentation of Q2 2026, PDF file, (opens in new window) ... * Quarterly Filing of Q2 2026, PDF file, (opens in new window) ... contact us by ph​​​ Send email (investor-relations@coreweave.com)\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Dell", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Quarterly Results | Dell Technologies", "url": "https://investors.delltechnologies.com/financial-information/quarterly-results", "ref": "turn17search2", "excerpt": " [wordlim: 200] Crawled: last week; * Financial Tables 464 KB ... [Button: 2026 ]\n\n" }, { "title": "Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results | Dell USA", "url": "https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2026~09~dell-technologies-delivers-second-quarter-fiscal-2027-financial-results.htm", "ref": "turn17search9", "excerpt": " [wordlim: 200] Published: last month; Crawled: 2 days ago; ### September 01, 2026 ... Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 second quarter and provides guidance for its fiscal 2027 third quarter and full year. ... * Record diluted earnings per share (EPS) of $6.34, up 273% year over year, and record non-GAAP diluted EPS of $7.04, up 203%\n\n" }, { "title": "Investor Relations | Dell Technologies", "url": "https://investors.delltechnologies.com/", "ref": "turn17search10", "excerpt": " [wordlim: 200] Crawled: yesterday; ## Latest Earnings ... September 21, 2026 ... Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results ... Investor Resources\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Digital Realty", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Quarterly Results | Digital Realty Trust", "url": "https://investor.digitalrealty.com/financials/quarterly-results", "ref": "turn15search0", "excerpt": " [wordlim: 200] Crawled: last week; # Quarterly Results ... ## [Button: 2026 ] ... * Earnings Press Release 257.6 KB\n\n" }, { "title": "Investor Relations | Digital Realty Trust", "url": "https://investor.digitalrealty.com/", "ref": "turn15search2", "excerpt": " [wordlim: 200] Crawled: yesterday; ## 2Q26 Financial Results ... Digital Realty Schedules Third Quarter 2026 Earnings Release and Conference CallSeptember 22, 2026\n\n" }, { "title": "SEC Filings | Digital Realty Trust", "url": "https://investor.digitalrealty.com/financials/sec-filings", "ref": "turn15search4", "excerpt": " [wordlim: 200] Crawled: 2 days ago; Jul 31, 2026 | 10-Q | Quarterly report which provides a continuing view of a company's financial position | Quarterly Filings | View HTML 0001104659-26-089296.pdf 0001104659-26-089296.rtf 0001104659-26-089296.xls EX-101.\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Eaton", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Financial Reports | Stock Price | Investor Information | Eaton", "url": "https://www.eaton.com/us/en-us/company/investor-relations.html", "ref": "turn12search8", "excerpt": " [wordlim: 200] Crawled: last week; # Investor relations ... View or download our most recent annual report, including the letter from our chairman and CEO, financial highlights, ESG commitment, and Form 10-K ... ### Eaton Reports Record Second Quarter 2026 Results ... ### Eaton declares quarterly dividend payable August 28, 2026\n\n" }, { "title": "Financial statements | Investor webcasts and presentations | Eaton", "url": "https://www.eaton.com/au/en-gb/company/investor-relations/financial-presentations-webcasts.html", "ref": "turn12search9", "excerpt": " [wordlim: 200] Crawled: 5 days ago;  Use the link below to listen to the second quarter 2026 earnings webcast. ... September 11, 2025 ... Eaton (NYSE:ETN) announces its quarterly earnings before the opening of the New York Stock Exchange. ... The investor presentation and the full earnings news release with financial information is also available.\n\n" }, { "title": "Financial Reports | Stock Price | Investor Information | Eaton", "url": "https://ssl-uk.eaton.com/gb/en-gb/company/investor-relations.html", "ref": "turn12search14", "excerpt": " [wordlim: 200] Crawled: yesterday; # Investor relations ... Eaton is an intelligent power management company with 2025 revenues of $27.4B that is dedicated to improving the quality of life and protecting the environment for people everywhere. ... View or download our most recent annual report, including the letter from our chairman and CEO, financial highlights, ESG commitment, and Form 10-K ..." } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Equinix", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Financial Results :: Equinix, Inc. (EQIX)", "url": "https://investor.equinix.com/financial-information/financial-results", "ref": "turn12search0", "excerpt": " [wordlim: 200] Crawled: last week; * About Equinix ... * Financial Results ... * Quarterly Reports ... Quarter Ended Jun 30, 2026Earnings Release\n\n" }, { "title": "Financial Information :: Equinix, Inc. (EQIX)", "url": "https://investor.equinix.com/financial-information", "ref": "turn12search1", "excerpt": " [wordlim: 200] Crawled: 6 days ago; ## Latest Financial Results ... Quarter Ended Jun 30, 2026 ... XBRL ... For complete information regarding our financials, including information about our non-GAAP financial measures and reconciliations to the most comparable GAAP financial measures, see our most recent quarterly and annual reports filed with the Securities and Exchange Commission. ... Include" }, { "title": "Equinix, Inc. (EQIX)", "url": "https://investor.equinix.com/?ls=Public+Relations&lsd=23q4__--_%2Finvestors%2F_pr-equinix_pr-newswire_press-release__us-en_AMER_23q3-earnings_awareness", "ref": "turn12search2", "excerpt": " [wordlim: 200] Crawled: 2 days ago; # Investor Relations## Third Quarter 2026 Earnings Conference Call ... For complete information regarding our financials, including information about our non-GAAP financial measures and reconciliations to the most comparable GAAP financial measures, see our most recent quarterly and annual reports filed with the Securities and Exchange Commission. ... Q2 2026 " } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "HPE", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "searched; source coverage incomplete; retain inherited event", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Intel", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Investor Relations :: Intel Corporation (INTC)", "url": "https://www.intc.com/?wapkw=pti", "ref": "turn11search7", "excerpt": " [wordlim: 200] Crawled: yesterday; Q2 2026 Intel Corporation Earnings Conference Call ... Latest Quarterly ResultsFor the Quarter Ending Jun 27, 2026 ... ## Latest Financial Results ... investor.relations@intel.com\n\n" }, { "title": "Investor Relations :: Intel Corporation (INTC)", "url": "https://www.intc.com/?wapkw=AG100F", "ref": "turn11search13", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; Q2 2026 Intel Corporation Earnings Conference Call ... Latest Quarterly ResultsFor the Quarter Ending Jun 27, 2026 ... ## Latest Financial Results ... investor.relations@intel.com\n\n" }, { "title": "Intel Reports Second-Quarter 2026 Financial Results - Intel Newsroom", "url": "https://newsroom.intel.com/corporate/intel-reports-second-quarter-2026-financial-results", "ref": "turn11search14", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 2 weeks ago; # Intel Reports Second-Quarter 2026 Financial Results ... ## Intel’s second-quarter 2026 earnings news release and presentation are available on the company’s Investor Relations website.\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "KLA", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "SEC Filings :: KLA Corporation (KLAC)", "url": "https://ir.kla.com/sec-filings", "ref": "turn10search2", "excerpt": " [wordlim: 200] Crawled: last week; ## Latest Quarterly or Annual Filing ... Earnings Webcast ... September 22, 2026\n\n" }, { "title": "Investor Relations :: KLA Corporation (KLAC)", "url": "https://ir.kla.com/?trk=public_post_share-update_update-text", "ref": "turn10search8", "excerpt": " [wordlim: 200] Crawled: 2 days ago; ### KLA Announces First Quarter Fiscal Year 2027 Earnings Date and Webcast ... ## 2026 Investor Day Presentation ... ## Latest Financial Results ... Vice President, Investor Relations\n\n" }, { "title": "Press Releases :: KLA Corporation (KLAC)", "url": "https://ir.kla.com/news-events/press-releases?page=1", "ref": "turn10search10", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; ## KLA Announces Fourth Quarter Fiscal Year 2026 Earnings Date ... ## KLA Hosts Investor Day; Announces $7 Billion Share Repurchase Program and 21% Increase to Quarterly Dividend; Reaffirms March 2026 Guidance\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Lam Research", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Lam Research Investor Relations - Quarterly Results", "url": "https://investor.lamresearch.com/quarterly-results", "ref": "turn10search0", "excerpt": " [wordlim: 200] Crawled: last week; ## 2026 Quarterly Earnings ... SEPTEMBER QUARTER ... FINANCIAL TABLES (EXCEL)\n\n" }, { "title": "Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026 - Jul 29, 2026", "url": "https://investor.lamresearch.com/2026-07-29-Lam-Research-Corporation-Reports-Financial-Results-for-the-Quarter-Ended-June-28%2C-2026", "ref": "turn10search3", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 3 days ago; FREMONT, Calif., July 29, 2026 /PRNewswire/ -- Lam Research Corporation (the \"Company,\" \"Lam,\" \"Lam Research\") today announced financial results for the quarter ended June 28, 2026 (the \"June 2026 quarter\"). ... \"Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to r" }, { "title": "Lam Research Investor Relations - Quarterly Results", "url": "https://investor.lamresearch.com/quarterly-results?item=172", "ref": "turn10search4", "excerpt": " [wordlim: 200] Crawled: 6 days ago; Back to Quarterly Results# SEPTEMBER QUARTER\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Lenovo", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Results & Presentations | Lenovo", "url": "https://investor.lenovo.com/en/financial/results.php", "ref": "turn16search3", "excerpt": " [wordlim: 200] Crawled: last week; Image: FY2026/27 First Quarter Results\n\n" }, { "title": "Key Financial Data | Lenovo", "url": "https://investor.lenovo.com/en/financial/key_fin_data.php", "ref": "turn16search5", "excerpt": " [wordlim: 200] Crawled: last week; # Key Financial DataFull Year Half Year Quarterly ... (Loss)/Profit attributable to equity holders of the Company | | (609) | 521 | 546 | 340 | 505 | 90 | 693 | 359 |\n\n" }, { "title": "Income Statement | Lenovo", "url": "https://investor.lenovo.com/en/financial/income_statement.php?data=quarterly", "ref": "turn16search7", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; Annual Quarterly ... | < | For the quarter ended Jun 30, 2026US$'000 | For the quarter ended Mar 31, 2026 ... (Loss)/Earnings per share attributable to equity holders of the Company | | | | | | | | | |\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Marvell", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Financial Results | Marvell Technology, Inc. (MRVL)", "url": "https://investor.marvell.com/financial-information/financial-results", "ref": "turn15search1", "excerpt": " [wordlim: 200] Crawled: last week; Quarter Ended Aug 1, 2026Earnings ReleaseHTML PDF ... Financial and Business ResultsPDF ... Marvell to Acquire Celestial AI Information DeckPDF\n\n" }, { "title": "Investor Relations | Marvell Technology, Inc. (MRVL)", "url": "https://investor.marvell.com/?src=sub", "ref": "turn15search3", "excerpt": " [wordlim: 200] Crawled: yesterday; # Marvell Investor Relations ... Declares Quarterly Dividend Payment Read Press Release ... Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 Read Press Release ... Marvell Investor Day 2026 View Event ... ## Latest Financial Results\n\n" }, { "title": "Press Releases | Marvell Technology, Inc. (MRVL)", "url": "https://investor.marvell.com/news-events/press-releases", "ref": "turn15search6", "excerpt": " [wordlim: 200] Crawled: yesterday; Declares Quarterly Dividend Payment ... Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 ... Announces Conference Call to Review Second Quarter of Fiscal Year 2027 Financial Results; Announces Investor Day on October 6, 2026\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Meta", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Meta - Home", "url": "https://investor.atmeta.com/home/default.aspx", "ref": "turn14search2", "excerpt": " [wordlim: 200] Crawled: last week; Meta Investor Relations# Q2 2026 Earnings ... Meta Announces Quarterly Cash DividendSeptember 10, 2026 ... Meta Reports Second Quarter 2026 Results\n\n" }, { "title": "Meta - Meta Reports Second Quarter 2026 Results", "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/", "ref": "turn14search3", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: today; MENLO PARK, Calif., July 29, 2026 /PRNewswire/ -- Meta Platforms, Inc.(Nasdaq: META) today reported financial results for the quarter ended June 30, 2026. ... The live webcast of the call can be accessed at the Meta Investor Relations website at investor.atmeta.com, along with the company's earnings press release, financial tables, and slid" }, { "title": "Meta - Home", "url": "https://investor.atmeta.com/home/", "ref": "turn14search6", "excerpt": " [wordlim: 200] Crawled: last week; # Q2 2026 Earnings ... # Investor Events ... Meta Announces Quarterly Cash DividendSeptember 10, 2026 ... Meta Reports Second Quarter 2026 Results\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Micron", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "new release verified", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Microsoft", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "FY26 Q4 - Press Releases - Investor Relations - Microsoft", "url": "https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast", "ref": "turn10search1", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: last week; Several discrete items impacted our financial results in the quarter when compared to our forward-looking guidance provided on April 29, 2026, resulting in a benefit of $0.27 on diluted earnings per share. ... In fiscal year 2026, net income and diluted earnings per share were impacted by net gains from investments in OpenAI, which resu" }, { "title": "FY26 Q3 - Press Releases - Investor Relations - Microsoft", "url": "https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast", "ref": "turn10search5", "excerpt": " [wordlim: 200] Published: 5 months ago; Crawled: 3 weeks ago; Microsoft returned $10.2 billion to shareholders in the form of dividends and share repurchases in the third quarter of fiscal year 2026. ... In the third quarter of fiscal year 2026, net losses from investments in OpenAI resulted in a decrease in net income of $14 million and had minimal impact on earnings per share. ... For more inf" }, { "title": "Microsoft Cloud and AI strength fuels fourth quarter results - Source", "url": "https://news.microsoft.com/source/2026/07/29/microsoft-cloud-and-ai-strength-fuels-fourth-quarter-results-4/", "ref": "turn10search14", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 2 months ago; REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026, as compared to the corresponding period of last fiscal year: ... Several discrete items impacted our financial results in the quarter when compared to our forward-looking guidance provided on April 29, 2026, res" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "NVIDIA", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "NVIDIA Corporation - Home", "url": "https://investor.nvidia.com/home/default.aspx?ncid=em-targ-921159-vt48", "ref": "turn11search6", "excerpt": " [wordlim: 200] Crawled: last week; NVIDIA Quarterly Revenue Trend(opens in new window) ... September 28, 2026 ... September 28, 2026\n\n" }, { "title": "NVIDIA Corporation - NVIDIA Announces Financial Results for Second Quarter Fiscal 2027", "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-Second-Quarter-Fiscal-2027/", "ref": "turn11search8", "excerpt": " [wordlim: 200] Published: last month; Crawled: 6 days ago; ### NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 ... GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively. ... NVIDIA will pay its next quarterly cash dividend of $0.25 per share on October 1, 2026, to all shareholders of record on September 10, 2026.\n\n" }, { "title": "NVIDIA Corporation - Financial Reports", "url": "https://investor.nvidia.com/financial-info/financial-reports/default.aspx?lang=ruru", "ref": "turn11search12", "excerpt": " [wordlim: 200] Published: last month; Crawled: last week; Q1 Quarterly Presentation 2026 (opens in new window)Q2 Quarterly Presentation 2026 (opens in new window)Q3 Quarterly Presentation 2026 (opens in new window)Q4 Quarterly Presentation 2026 (opens in new window) ... ### NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 ... SANTA CLARA, Calif.—August 26, 2026―NVIDIA (NASDAQ: N" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Oracle", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Oracle - Investor Relations", "url": "https://investor.oracle.com/Home/", "ref": "turn14search1", "excerpt": " [wordlim: 200] Crawled: 3 weeks ago; ## Recent investor newsSeptember 2, 2026 ... Oracle Announces Fiscal Year 2026 Third Quarter Financial Results ... Oracle Financial Analyst Meeting to be held October 16, 2025\n\n" }, { "title": "Q1 FY27 Earnings Press Release - FINAL", "url": "https://investor.oracle.com/files/content_files/1q27-pressrelease-September_FINAL.pdf", "ref": "turn14search54", "excerpt": " [wordlim: 200] Published: 3 weeks ago; Oracle Investor Relations ... - Q1 GAAP Earnings per Share up 55% in USD and up 54% in constant currency to $1.56, non-GAAP Earnings per Share up 30% in USD and constant currency to $1.92. ... AUSTIN, Texas, September 10, 2026 -- Oracle Corporation (NYSE: ORCL) today announced Q1 FY27 results with strong revenue growth.Total quarterly revenues increased 30%" }, { "title": "Oracle - Investor Relations", "url": "https://investor.oracle.com/home/default.aspx?os=wtmb", "ref": "turn14search8", "excerpt": " [wordlim: 200] Crawled: today; ## Recent investor newsSeptember 10, 2026 ... Oracle Announces Fiscal Year 2026 Third Quarter Financial Results ... Oracle Financial Analyst Meeting to be held October 16, 2025\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Qualcomm", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "searched; source coverage incomplete; retain inherited event", "sources": [], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "SK hynix", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "SK hynix Announces 2Q26 Financial Results – SK hynix Newsroom", "url": "https://news.skhynix.com/en/q2-2026-business-results-01/", "ref": "turn13search13", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 6 days ago; SK hynix Announces 2Q26 Financial ResultsJuly 29, 2026\n\n" }, { "title": "Quarterly Earnings – SK hynix Newsroom", "url": "https://news.skhynix.com/en/tag/quarterly-earnings/", "ref": "turn13search15", "excerpt": " [wordlim: 200] Crawled: today; ## Quarterly Earnings * SK hynix Announces 2Q26 Financial Results July 29, 2026 ... * SK hynix Announces 3Q25 Financial Results October 29, 2025\n\n" }, { "title": "IR – SK hynix Newsroom", "url": "https://news.skhynix.com/en/category/ir/", "ref": "turn13search17", "excerpt": " [wordlim: 200] Crawled: today; * SK hynix Announces 2Q26 Financial Results July 29, 2026 ... * Quarterly Earnings ... * SK hynix Holds 78th Annual General Meeting, “Pledging to Become a Global Top-Tier Company to Share Differentiated Value and Share Results with Shareholders” March 25, 2026\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Samsung", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Samsung Electronics Announces Second Quarter 2026 Results – Samsung Global Newsroom", "url": "https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2026-results", "ref": "turn13search21", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 6 days ago; Samsung Electronics today reported financial results for the second quarter ended June 30, 2026. ... The Device Solutions (DS) Division posted a QoQ sales increase of 56%, with the Memory Business setting an all-time high for quarterly revenue and operating profit. ... In Q2 2026, the Networks Business reported an improvement in earnin" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Schneider Electric", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Quarterly financial results | Schneider Electric", "url": "https://www.se.com/ww/en/about-us/investor-relations/financial-results/?_sp=070a64a4-a378-4880-9cdc-bebeeadd2f82", "ref": "turn12search6", "excerpt": " [wordlim: 200] Crawled: last week; Find our quarterly financial releases, presentations, reports, and transcripts. ... • Q2’26 revenues up +17% organic to €11.5 billion, a record high quarter​ ... • 2026 Financial Target upgraded ... From October 2nd, 2019, in order to secure its communication, Schneider Electric certifies its contents on Wiztrust.\n\n" }, { "title": "Investor events | Schneider Electric", "url": "https://www.se.com/ww/en/about-us/investor-relations/financial-calendar-and-events/", "ref": "turn12search7", "excerpt": " [wordlim: 200] Crawled: last week; # Investor eventsSee the calendar of our quarterly communications, conferences, Capital Markets Day, and Annual General Meeting. ... September 8, 2026  | Morgan Stanley Industrial CEOs Unplugged 2025 (London) ... October 29, 2026 | Q3 2026 Results\n\n" }, { "title": "Sustainability reports | Schneider Electric", "url": "https://www.se.com/ww/en/about-us/sustainability/sustainability-reports/", "ref": "turn12search12", "excerpt": " [wordlim: 200] Crawled: 6 days ago; View extra-financial Quarterly Results ... Half-Year Results (July 30, 2026) - Report ... Q3 Results (October 27, 2016) - Report\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Supermicro", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Super Micro Computer, Inc. - IR Overview", "url": "https://ir.supermicro.com/", "ref": "turn16search0", "excerpt": " [wordlim: 200] Crawled: last month; ## Latest Financial Results ... Quarter Ended September 30, 2026 ... By providing your email address below, you are providing consent to Super Micro Computer, Inc. to send you the requested Investor Email Alert updates. ... [Input]Quarterly Reports\n\n" }, { "title": "Super Micro Computer, Inc. - Supermicro Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results", "url": "https://ir.supermicro.com/news/news-details/2026/Supermicro-Announces-Fourth-Quarter-and-Full-Fiscal-Year-2026-Financial-Results/default.aspx", "ref": "turn16search6", "excerpt": " [wordlim: 200] Published: last month; Crawled: 6 days ago; ### Supermicro Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ... (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026. ... Retained earnings |   " } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "TSMC", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "TSMC 2026 Q3 Quarterly Results - Taiwan Semiconductor Manufacturing Company Limited", "url": "https://investor.tsmc.com/english/quarterly-results/2026/q3", "ref": "turn13search0", "excerpt": " [wordlim: 200] Crawled: last week; TSMC Third Quarter 2026 Earnings Conference will be held on Thursday, October 15, 2026, at 14:00 Taiwan time/ 2:00 Eastern Time.\n\n" }, { "title": "TSMC 2026 Q3 Quarterly Results - Taiwan Semiconductor Manufacturing Company Limited", "url": "https://investor.cld.tsmc.com/english/quarterly-results/2026/q3", "ref": "turn13search2", "excerpt": " [wordlim: 200] Crawled: 3 days ago; TSMC Third Quarter 2026 Earnings Conference will be held on Thursday, October 15, 2026, at 14:00 Taiwan time/ 2:00 Eastern Time.\n\n" }, { "title": "TSMC 2026 Q1 Quarterly Results - Taiwan Semiconductor Manufacturing Company Limited", "url": "https://investor.tsmc.com/english/quarterly-results/2026/q1", "ref": "turn13search6", "excerpt": " [wordlim: 200] Crawled: last week; * 2026 ... Financial Statements ... Earnings Release\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Tencent", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Results - Tencent", "url": "https://www.tencent.com/investors/results/", "ref": "turn17search4", "excerpt": " [wordlim: 200] Crawled: last week; Access comprehensive quarterly results, including financial statements, key metrics, and other pertinent information. ... ## Tencent Announces 2026 Second Quarter Results\n\n" }, { "title": "Investors - Tencent", "url": "https://www.tencent.com/investors/", "ref": "turn17search5", "excerpt": " [wordlim: 200] Crawled: today; Quarterly results## Tencent Announces 2026 Second Quarter Results ... Read the financial report we published on Hong Kong Stock Exchange. ... September 29, 2026 ... October 2, 2026 ... Click to fill out a form and get in touch with our Investor Relations team.\n\n" }, { "title": "公告 - Tencent", "url": "https://www.tencent.net.cn/zh-cn/investors/announcements/", "ref": "turn17search16", "excerpt": " [wordlim: 200] Crawled: 2 days ago; #### 2026\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" }, { "company": "Vertiv", "checked_at": "2026-10-05", "check_method": "Issuer-specific public-source search", "status": "public-source search checked; no additional release identified", "sources": [ { "title": "Vertiv Holdings Co. - Vertiv Reports Strong Second Quarter 2026 with Diluted EPS Growth of 53% (Adjusted Diluted EPS Growth of +60%); Raises Full Year 2026 Guidance Across All Key Metrics", "url": "https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-Second-Quarter-2026-with-Diluted-EPS-Growth-of-53-Adjusted-Diluted-EPS-Growth-of-60-Raises-Full-Year-2026-Guidance-Across-All-Key-Metrics/default.aspx", "ref": "turn12search5", "excerpt": " [wordlim: 200] Published: 2 months ago; Crawled: 3 weeks ago; COLUMBUS, Ohio, July 29, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT) (\"Vertiv\"), a global leader in critical digital infrastructure, reported financial results for its second quarter ended June 30, 2026. ... Second Quarter 2026 Earnings Conference Call ... A webcast of the live conference call will be available for interested " }, { "title": "Vertiv Holdings Co. - News", "url": "https://investors.vertiv.com/news/", "ref": "turn12search11", "excerpt": " [wordlim: 200] Crawled: last week; Vertiv Declares Quarterly Dividend ... Vertiv Announces Date of Fourth Quarter and Full Year 2025 Earnings, and 2026 Investor Conference Date\n\n" } ], "limitation": "Not an exhaustive filing-archive or full transcript re-audit" } ] }, "call_participants": [ { "company": "AMD", "analyst": "Tom O’Malley", "raw_name": "Tom O'Malley", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 347", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "Timothy Arcuri", "raw_name": "Timothy Arcuri", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 388", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "Vivek Arya", "raw_name": "Vivek Arya", "institution": "Bank of America Securities", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 420", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "Joshua Buchalter", "raw_name": "Joshua Buchalter", "institution": "TD Cowen", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 460", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "Aaron Rakers", "raw_name": "Aaron Rakers", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 500", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein Research", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 545", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/AMD/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 576", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "AMD", "analyst": "C.J. Muse", "raw_name": "C.J. 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "Joseph Moore", "raw_name": "Joe Moore", "institution": "Morgan Stanley", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 492", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 521", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "C.J. Muse", "raw_name": "CJ Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 563", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "James Schneider", "raw_name": "Jim Schneider", "institution": "Goldman Sachs", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 590", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Marvell", "analyst": "Quinn Bolton", "raw_name": "Quinn Bolton", "institution": "Needham & Company", "quarter": "FY2027 Q2", "date": "August 27, 2026", "url": "https://www.roic.ai/quote/MRVL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 609", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arista", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2026 Q2", "date": "August 4, 2026", "url": "https://www.roic.ai/quote/ANET/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 307", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Nicholas Del Deo", "raw_name": "Nicholas Del Deo", "institution": "MoffettNathanson", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 556", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Michael Funk", "raw_name": "Michael Funk", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 579", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Michael Elias", "raw_name": "Michael Elias", "institution": "TD Cowen", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 618", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Michael Ng", "raw_name": "Michael Ng", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 655", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Equinix", "analyst": "Cameron McVeigh", "raw_name": "Cameron McVeigh", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/EQIX/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 672", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Joshua Buchalter", "raw_name": "Joshua Buchalter", "institution": "TD Cowen", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 345", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 387", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Stacy Rasgon", "raw_name": "Stacy Rasgon", "institution": "Bernstein", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 438", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Joseph Moore", "raw_name": "Joe Moore", "institution": "Morgan Stanley", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 494", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 549", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Vivek Arya", "raw_name": "Vivek Arya", "institution": "Bank of America", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 608", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Qualcomm", "analyst": "Chris Caso", "raw_name": "Chris Caso", "institution": "Wolfe Research", "quarter": "FY2026 Q3", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/QCOM/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 646", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "François Bouvignies", "raw_name": "François Bouvignies", "institution": "UBS", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 349", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 438", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Krish Sankar", "raw_name": "Krish Sankar", "institution": "TD Cowen", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 515", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Stephane Houri", "raw_name": "Stéphane Houri", "institution": "ODDO BHF", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 580", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Nigel van Putten", "raw_name": "Nigel van Putten", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 710", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Tammy Qiu", "raw_name": "Tammy Qiu", "institution": "Berenberg", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 785", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Chris Caso", "raw_name": "Chris Caso", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 863", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "Mehdi Hosseini", "raw_name": "Mehdi Hosseini", "institution": "Susquehanna", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 928", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "ASML", "analyst": "C.J. Muse", "raw_name": "CJ Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q2", "date": "July 15, 2026", "url": "https://www.roic.ai/quote/ASML/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 1031", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 167", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Sebastien Naji", "raw_name": "Sebastien Naji", "institution": "William Blair", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 210", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Tom O’Malley", "raw_name": "Tom O'Malley", "institution": "Barclays", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 283", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Vivek Arya", "raw_name": "Vivek Arya", "institution": "Bank of America", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 318", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Vijay Rakesh", "raw_name": "Vijay Rakesh", "institution": "Mizuho", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 350", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Charles Shi", "raw_name": "Charles Shi", "institution": "Needham & Company", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 385", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Krish Sankar", "raw_name": "Krish Sankar", "institution": "TD Cowen", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Arm", "analyst": "Timm Schulze-Melander", "raw_name": "Timm Schulze-Melander", "institution": "Rothschild & Co", "quarter": "FY2027 Q1", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/ARM/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 445", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "C.J. Muse", "raw_name": "C.J. Muse", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 318", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Harlan Sur", "raw_name": "Harlan Sur", "institution": "JPMorgan", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 368", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Vivek Arya", "raw_name": "Vivek Arya", "institution": "Bank of America", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 425", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Krish Sankar", "raw_name": "Krish Sankar", "institution": "TD Cowen", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 475", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Blayne Curtis", "raw_name": "Blayne Curtis", "institution": "Jefferies", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 528", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Timothy Arcuri", "raw_name": "Timothy Arcuri", "institution": "UBS", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 573", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Joe Quatrochi", "raw_name": "Joe Quatrochi", "institution": "Wells Fargo", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 623", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Melissa Weathers", "raw_name": "Melissa Weathers", "institution": "Deutsche Bank", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 757", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Atif Malik", "raw_name": "Atif Malik", "institution": "Citi", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 817", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "KLA", "analyst": "Shane Brett", "raw_name": "Shane Brett", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "July 28, 2026", "url": "https://www.roic.ai/quote/KLAC/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 851", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 386", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 434", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Mark Newman", "raw_name": "Mark Newman", "institution": "Bernstein", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 472", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 510", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Wamsi Mohan", "raw_name": "Wamsi Mohan", "institution": "Bank of America", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 544", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Erik Woodring", "raw_name": "Erik Woodring", "institution": "Morgan Stanley", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 586", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 612", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Aaron Rakers", "raw_name": "Aaron Rakers", "institution": "Wells Fargo", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 645", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 664", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Dell", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2027 Q2", "date": "September 1, 2026", "url": "https://www.roic.ai/quote/DELL/transcripts/2027-year/2-quarter", "locator": "Operator introduction, source line 699", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 442", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 487", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 534", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Ross Sandler", "raw_name": "Ross Sandler", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 568", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Michael Nathanson", "raw_name": "Michael Nathanson", "institution": "MediaBin", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 599", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Mark -- so", "raw_name": "Mark -- so", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 634", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Incomplete transcript label; unresolved identity", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Ron Josey", "raw_name": "Ron Josey", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 659", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Ken Goralski", "raw_name": "Ken Goralski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 687", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alphabet", "analyst": "Sridat Kajuria", "raw_name": "Sridat Kajuria", "institution": "Wolf Research", "quarter": "FY2026 Q2", "date": "July 22, 2026", "url": "https://www.roic.ai/quote/GOOGL/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 716", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "J.P. Morgan", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 425", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Justin Post", "raw_name": "Justin Post", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 476", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 511", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Colin Sebastian", "raw_name": "Colin Sebastian", "institution": "Baird", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 547", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Jason Helfstein", "raw_name": "Jason Helfstein", "institution": "Oppenheimer & Co", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 583", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Ken Gawrelski", "raw_name": "Ken Gawrelski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 586", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Amazon", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 30, 2026", "url": "https://www.roic.ai/quote/AMZN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 617", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Brian Nowak", "raw_name": "Brian Nowak", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 360", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Eric Sheridan", "raw_name": "Eric Sheridan", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 393", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Mark Shmulik", "raw_name": "Mark Shmulik", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 429", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Douglas Anmuth", "raw_name": "Doug Anmuth", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 468", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Justin Post", "raw_name": "Justin Post", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 515", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Ross Sandler", "raw_name": "Ross Sandler", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 548", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Meta", "analyst": "Ken Gawrelski", "raw_name": "Ken Gawrelski", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/META/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 585", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Karl Keirstead", "raw_name": "Karl Keirstead", "institution": "UBS", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 453", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Brent Thill", "raw_name": "Brent Thill", "institution": "Jefferies", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 502", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Mark Moerdler", "raw_name": "Mark Moerdler", "institution": "Bernstein Research", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 531", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Adam Wood", "raw_name": "Adam Wood", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 579", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Brad Zelnick", "raw_name": "Brad Zelnick", "institution": "Deutsche Bank", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 641", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Microsoft", "analyst": "Gabriela Borges", "raw_name": "Gabriela Borges", "institution": "Goldman Sachs", "quarter": "FY2026 Q4", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/MSFT/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 676", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Samik Chatterjee", "raw_name": "Samik Chatterjee", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 233", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Brad Zelnick", "raw_name": "Brad Zelnick", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 270", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Raimo Lenschow", "raw_name": "Raimo Lenschow", "institution": "Barclays", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 346", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Michael Turrin", "raw_name": "Michael Turrin", "institution": "Wells Fargo Securities", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 383", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "CoreWeave", "analyst": "Brett Knoblauch", "raw_name": "Brett Knoblauch", "institution": "Cantor Fitzgerald", "quarter": "FY2026 Q2", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/CRWV/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 408", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Siti Panigrahi", "raw_name": "Siti Panigrahi", "institution": "Mizuho", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 431", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Raimo Lenschow", "raw_name": "Raimo Lenschow", "institution": "Barclays", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 495", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Mark Moerdler", "raw_name": "Mark Moerdler", "institution": "Bernstein", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 528", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "John DiFucci", "raw_name": "John DiFucci", "institution": "Guggenheim Securities", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 571", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Brent Thill", "raw_name": "Brent Thill", "institution": "Jefferies", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 621", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Oracle", "analyst": "Kirk Materne", "raw_name": "Kirk Materne", "institution": "Evercore ISI", "quarter": "FY2027 Q1", "date": "September 10, 2026", "url": "https://www.roic.ai/quote/ORCL/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 664", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alibaba", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 257", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alibaba", "analyst": "Charlene Liu", "raw_name": "Charlene Liu", "institution": "HSBC", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 302", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alibaba", "analyst": "Yang Bai", "raw_name": "Yang Bai", "institution": "CICC", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 341", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alibaba", "analyst": "Yuan Liao", "raw_name": "Yuan Liao", "institution": "CITICS", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 396", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Alibaba", "analyst": "Alex Yao", "raw_name": "Alex Yao", "institution": "JPMorgan", "quarter": "FY2027 Q1", "date": "August 20, 2026", "url": "https://www.roic.ai/quote/BABA/transcripts/2027-year/1-quarter", "locator": "Operator introduction, source line 417", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Alex Yao", "raw_name": "Alex Yao", "institution": "JPMorgan", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 358", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 387", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Miranda Zhuang", "raw_name": "Miranda Zhuang", "institution": "Bank of America Securities", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 416", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Lincoln Kong", "raw_name": "Lincoln Kong", "institution": "GS", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 440", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Wei Xiong", "raw_name": "Wei Xiong", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 466", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Thomas Chong", "raw_name": "Thomas Chong", "institution": "Jefferies", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 488", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Baidu", "analyst": "Ellie Jiang", "raw_name": "Ellie Jiang", "institution": "Macquarie", "quarter": "FY2026 Q2", "date": "August 18, 2026", "url": "https://www.roic.ai/quote/BIDU/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 513", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Robin Zhu", "raw_name": "Robin Zhu", "institution": "Bernstein", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 286", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Kenneth Fong", "raw_name": "Kenneth Fong", "institution": "UBS", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 336", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Ronald Keung", "raw_name": "Ronald Keung", "institution": "Goldman Sachs", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 373", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Alicia Yap", "raw_name": "Alicia Yap", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 411", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Alex Liu", "raw_name": "Alex Liu", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 449", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Tencent", "analyst": "Gary Yu", "raw_name": "Gary", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/TCEHY/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 519", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 297", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Amit Daryanani", "raw_name": "Amit Daryanani", "institution": "Evercore", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 333", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Aaron Rakers", "raw_name": "Aaron Rakers", "institution": "Wells Fargo", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 366", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 388", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Wamsi Mohan", "raw_name": "Wamsi Mohan", "institution": "Bank of America", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 418", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 435", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Erik Woodring", "raw_name": "Erik Woodring", "institution": "Morgan Stanley", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 464", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Tim Long", "raw_name": "Tim Long", "institution": "Barclays", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 489", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 520", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Mark Newman", "raw_name": "Mark Newman", "institution": "Bernstein", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 549", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "HPE", "analyst": "Matthew Niknam", "raw_name": "Matt Niknam", "institution": "Truist", "quarter": "FY2026 Q3", "date": "September 2, 2026", "url": "https://www.roic.ai/quote/HPE/transcripts/2026-year/3-quarter", "locator": "Operator introduction, source line 584", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Ananda Baruah", "raw_name": "Ananda Baruah", "institution": "Loop Capital", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 327", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Joseph Cardoso", "raw_name": "Joseph Cardoso", "institution": "JPMorgan", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 392", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Asiya Merchant", "raw_name": "Asiya Merchant", "institution": "Citi", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 423", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Katherine Murphy", "raw_name": "Katherine Murphy", "institution": "Goldman Sachs", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 460", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Ruplu Bhattacharya", "raw_name": "Ruplu Bhattacharya", "institution": "Bank of America", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 496", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "George Notter", "raw_name": "George Notter", "institution": "Wolfe Research", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 541", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Nehal Chokshi", "raw_name": "Nehal Chokshi", "institution": "Northland Capital Markets", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 572", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Brandon Nispel", "raw_name": "Brandon Nispel", "institution": "KeyBanc Capital Markets", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 613", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Supermicro", "analyst": "Victor Chiu", "raw_name": "Victor Chiu", "institution": "Raymond James", "quarter": "FY2026 Q4", "date": "August 11, 2026", "url": "https://www.roic.ai/quote/SMCI/transcripts/2026-year/4-quarter", "locator": "Operator introduction, source line 661", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Deane Dray", "raw_name": "Deane Dray", "institution": "RBC", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 354", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Andrew Obin", "raw_name": "Andrew Obin", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Chris Snyder", "raw_name": "Chris Snyder", "institution": "Morgan Stanley", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 470", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Scott Davis", "raw_name": "Scott Davis", "institution": "Melius Research", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 522", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Nigel Coe", "raw_name": "Nigel Coe", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 591", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Jeffrey Sprague", "raw_name": "Jeffrey Sprague", "institution": "Vertical Research Partners", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 659", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Nicole DeBlase", "raw_name": "Nicole DeBlase", "institution": "Deutsche Bank", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 698", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Eaton", "analyst": "Andy Kaplowitz", "raw_name": "Andy Kaplowitz", "institution": "Citi", "quarter": "FY2026 Q2", "date": "July 31, 2026", "url": "https://www.roic.ai/quote/ETN/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 733", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Deane Dray", "raw_name": "Deane Dray", "institution": "RBC Capital Markets", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 429", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Nigel Coe", "raw_name": "Nigel Coe", "institution": "Wolfe Research", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 458", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Andrew Kaplowitz", "raw_name": "Andrew Kaplowitz", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 498", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Andrew Obin", "raw_name": "Andrew Obin", "institution": "Bank of America", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 520", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Vertiv", "analyst": "Luke Junk", "raw_name": "Luke Junk", "institution": "Baird", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/VRT/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 710", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Digital Realty", "analyst": "Eric Luebchow", "raw_name": "Eric Luebchow", "institution": "Wells Fargo", "quarter": "FY2026 Q2", "date": "July 23, 2026", "url": "https://www.roic.ai/quote/DLR/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 338", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Samsung", "analyst": "Sei Cheol", "raw_name": "Sei Cheol", "institution": "Citigroup", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 373", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Samsung", "analyst": "Dong Hee Han", "raw_name": "Dong Hee Han", "institution": "SK Securities", "quarter": "FY2026 Q2", "date": "July 29, 2026", "url": "https://www.roic.ai/quote/005930.KS/transcripts/2026-year/2-quarter", "locator": "Operator introduction, source line 415", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Ben Reitzes", "raw_name": "Ben Reitzes", "institution": "Melius Research", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 428", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Meta Marshall", "raw_name": "Meta Marshall", "institution": "Morgan Stanley", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 492", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "Aaron Rakers", "raw_name": "Aaron Rakers", "institution": "Wells Fargo", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 544", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "Cisco", "analyst": "David Vogt", "raw_name": "David Vogt", "institution": "UBS", "quarter": "FY2026 Q4", "date": "August 12, 2026", "url": "https://www.roic.ai/quote/CSCO/transcripts/2026-year/4-quarter", "locator": "Source line 588", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; 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not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Arthur", "raw_name": "Arthur", "institution": "Macquarie", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 595", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Incomplete transcript label; unresolved identity", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Gokul Hariharan", "raw_name": "Gokul Hariharan", "institution": "Not sourced", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 671", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Jim Fontanelli", "raw_name": "Jim Fontanelli", "institution": "Arete", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 793", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Mehdi Hosseini", "raw_name": "Mehdi Hosseini", "institution": "SIG", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 868", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; 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speaker identity may require review" }, { "company": "TSMC", "analyst": "Evelyn Yu", "raw_name": "Evelyn Yu", "institution": "Goldman", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 1201", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; speaker identity may require review" }, { "company": "TSMC", "analyst": "Felix Pan", "raw_name": "Felix Pan", "institution": "KGI", "quarter": "FY2026 Q2", "date": "July 16, 2026", "url": "https://www.roic.ai/quote/TSM/transcripts/2026-year/2-quarter", "locator": "Source line 1284", "verified_at": "2026-10-05", "source_type": "public transcript mirror", "identity_status": "Operator-introduced or transcript-attributed label; not current IR coverage", "participation_status": "Dated call attribution; 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Credit-rating-agency rows are excluded.", "new_source_labels": 47, "old_labels_not_exactly_on_page": null, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "Oracle", "status": "directory_not_located", "url": "https://investor.oracle.com/stock-information/default.aspx", "source_ref": "turn112view0", "published_rows": null, "named_rows": null, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "not stated", "retrieved_on": "2026-10-05", "notes": "Official IR/stock pages and targeted coverage searches checked; a complete official directory was not located. Does not establish that none is published.", "new_source_labels": 0, "old_labels_not_exactly_on_page": null, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "Qualcomm", "status": "published_firms_only", "url": "https://investor.qualcomm.com/stock-info/analyst-coverage/default.aspx", "source_ref": "turn28view0", "published_rows": 46, "named_rows": null, "firm_only_rows": 46, "existing_ir_rows": 0, "page_as_of": "2026-02-04", "retrieved_on": "2026-10-05", "notes": "All firms visible on official page captured; page does not name individual analysts.", "new_source_labels": 0, "old_labels_not_exactly_on_page": null, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "SK hynix", "status": "directory_not_located", "url": "https://www.skhynix.com/ir/UI-FR-IR01/", "source_ref": "turn134view0", "published_rows": null, "named_rows": null, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "not stated", "retrieved_on": "2026-10-05", "notes": "Official IR/stock pages and targeted coverage searches checked; a complete official directory was not located. Does not establish that none is published.", "new_source_labels": 0, "old_labels_not_exactly_on_page": null, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "Samsung", "status": "directory_not_located", "url": "https://www.samsung.com/global/ir/", "source_ref": "turn92view0", "published_rows": null, "named_rows": null, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "not stated", "retrieved_on": "2026-10-05", "notes": "Official IR/stock pages and targeted coverage searches checked; a complete official directory was not located. Does not establish that none is published.", "new_source_labels": 0, "old_labels_not_exactly_on_page": null, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "Schneider Electric", "status": "published_named_rows_captured", "url": "https://www.se.com/ww/en/about-us/investor-relations/share-information/analyst-coverage-and-consensus/", "source_ref": "turn64view0", "published_rows": 25, "named_rows": 25, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "2026-06 (month only)", "retrieved_on": "2026-10-05", "notes": "All visible named rows on official page captured; not a guarantee of all market coverage.", "new_source_labels": 25, "old_labels_not_exactly_on_page": 0, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "Supermicro", "status": "published_named_rows_captured", "url": "https://ir.supermicro.com/stock-information/analyst-coverage/default.aspx", "source_ref": "turn66view0", "published_rows": 17, "named_rows": 17, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "not stated", "retrieved_on": "2026-10-05", "notes": "All visible named rows on official page captured; not a guarantee of all market coverage.", "new_source_labels": 17, "old_labels_not_exactly_on_page": 0, "exact_label_note": "Exact spelling comparison only; variants and changed institutions require identity review." }, { "company": "TSMC", "status": "directory_not_located", "url": "https://investor.tsmc.com/english", "source_ref": "turn98view0", "published_rows": null, "named_rows": null, "firm_only_rows": null, "existing_ir_rows": 0, "page_as_of": "not stated", "retrieved_on": "2026-10-05", "notes": "Official IR/stock pages and targeted coverage searches checked; a complete official directory was not located. 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not IR-listed" }, { "company": "Amazon", "institution": "Citigroup", "analyst": "Ronald Josey", "rating_date": "2026-08-14", "action": "Reiterated Rating · Market Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMZN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Amazon", "institution": "Wells Fargo & Company", "analyst": "Ken Gawrelski", "rating_date": "2026-09-03", "action": "Reiterated Rating · Overweight · $328.00 → $338.00 · +32.56%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMZN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Amazon", "institution": "UBS Group", "analyst": "Stephen Ju", "rating_date": "2026-09-17", "action": "Set Target · $200.00 · -20.42%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMZN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Amazon", "institution": "Rosenblatt Securities", "analyst": "Scott Devitt", "rating_date": "2026-09-30", "action": "Not Rated · Boost Target · Buy · $335.00 → $360.00 · +45.94%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMZN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Amazon", "institution": "TD Cowen", "analyst": "John Blackledge", "rating_date": "2026-10-05", "action": "Reiterated Rating · Buy · $350.00 · +39.28%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMZN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Cantor Fitzgerald", "analyst": "C.J. Muse", "rating_date": "2026-08-14", "action": "Reiterated Rating · Overweight · $650.00 → $850.00 · +68.62%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Craig Hallum", "analyst": "Christian Schwab", "rating_date": "2026-08-14", "action": "Boost Target · Buy · $530.00 → $585.00 · +15.04%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Melissa Weathers", "rating_date": "2026-08-14", "action": "Reiterated Rating · Buy · $680.00 → $605.00 · +18.18%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Sanford C. Bernstein", "analyst": "Stacy Rasgon", "rating_date": "2026-08-14", "action": "Boost Target · Outperform · $675.00 → $700.00 · +30.95%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Argus", "analyst": "Jim Kelleher", "rating_date": "2026-08-18", "action": "Set Target · Buy · $500.00 → $600.00 · +19.93%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Mizuho", "analyst": "Vijay Rakesh", "rating_date": "2026-08-25", "action": "Lower Target · Outperform · $650.00 → $590.00 · +21.85%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-09-01", "action": "Boost Target · Buy · $675.00 → $695.00 · +51.59%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Applied Materials", "institution": "Morgan Stanley", "analyst": "Shane Brett", "rating_date": "2026-09-28", "action": "Not Rated · Lower Target · Equal Weight · $642.00 → $563.00 · +16.08%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AMAT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "New Street Research", "analyst": "Pierre Ferragu", "rating_date": "2026-07-30", "action": "Upgrade · Neutral → Buy · $260.00 · +9.07%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-07-30", "action": "Lower Target · Buy · $360.00 → $320.00 · +42.29%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Guggenheim", "analyst": "John DiFucci", "rating_date": "2026-07-30", "action": "Reiterated Rating · Buy · $255.00 · +13.39%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Wells Fargo & Company", "analyst": "Joe Quatrochi", "rating_date": "2026-07-30", "action": "Lower Target · Overweight · $350.00 → $280.00 · +24.51%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Bank of America", "analyst": "Vivek Arya", "rating_date": "2026-07-30", "action": "Reiterated Rating · Neutral · $245.00 → $335.00 · +48.96%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Morgan Stanley", "analyst": "Lee Simpson", "rating_date": "2026-07-30", "action": "Boost Target · Equal Weight · $202.00 → $212.00 · -10.86%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-07-30", "action": "Lower Target · Outperform · $475.00 → $340.00 · +42.27%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Rosenblatt Securities", "analyst": "Kevin Cassidy", "rating_date": "2026-07-31", "action": "Lower Target · Buy · $270.00 → $250.00 · +2.94%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Arm", "institution": "Raymond James Financial", "analyst": "Simon Leopold", "rating_date": "2026-08-25", "action": "Reiterated Rating · Outperform · $166.00 · -30.48%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/ARM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "Bank of America", "analyst": "Eddie Leung", "rating_date": "2026-07-14", "action": "Lower Target · Buy · $180.00 → $165.00 · +53.81%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "JPMorgan Chase & Co.", "analyst": "Alex Yao", "rating_date": "2026-07-17", "action": "Lower Target · Overweight · $230.00 → $205.00 · +91.28%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "Benchmark", "analyst": "Fawne Jiang", "rating_date": "2026-08-19", "action": "Lower Target · Buy · $215.00 → $150.00 · +64.01%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "Barclays", "analyst": "Jiong Shao", "rating_date": "2026-08-19", "action": "Lower Target · Equal Weight · $124.00 → $96.00 · +5.65%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "Morgan Stanley", "analyst": "Gary Yu", "rating_date": "2026-08-19", "action": "Downgrade · Equal Weight → Underweight · $130.00 → $80.00 · -11.96%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Baidu", "institution": "Susquehanna", "analyst": "Shyam Patil", "rating_date": "2026-08-28", "action": "Lower Target · Neutral · $140.00 → $105.00 · +8.35%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/BIDU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Broadcom", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-09-03", "action": "Initiated Coverage · Sector Perform → Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AVGO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Broadcom", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-09-03", "action": "Downgrade · Buy → Hold", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AVGO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Broadcom", "institution": "DA Davidson", "analyst": "Gil Luria", "rating_date": "2026-09-04", "action": "Set Target · Neutral · $400.00 → $350.00 · -1.77%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AVGO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Broadcom", "institution": "Citigroup", "analyst": "Atif Malik", "rating_date": "2026-09-04", "action": "Reiterated Rating · Buy · $500.00 → $515.00 · +44.19%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AVGO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Broadcom", "institution": "Piper Sandler", "analyst": "David O'Connor", "rating_date": "2026-09-09", "action": "Not Rated · Initiated Coverage · Overweight · $460.00 · +26.24%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/AVGO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "UBS Group", "analyst": "David Vogt", "rating_date": "2026-08-13", "action": "Boost Target · Buy · $132.00 → $138.00 · +21.62%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "Truist Financial", "analyst": "Matthew Niknam", "rating_date": "2026-08-13", "action": "Boost Target · Buy · $125.00 → $140.00 · +23.93%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "Wells Fargo & Company", "analyst": "Aaron Rakers", "rating_date": "2026-08-13", "action": "Boost Target · Overweight · $130.00 → $150.00 · +31.31%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "HSBC", "analyst": "Stephen Bersey", "rating_date": "2026-08-14", "action": "Downgrade · Buy → Hold · $137.00 → $120.00 · +5.75%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Gianmarco Conti", "rating_date": "2026-09-01", "action": "Initiated Coverage · Hold → Buy · $135.00 · +22.18%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "Piper Sandler", "analyst": "James E. Fish", "rating_date": "2026-09-22", "action": "Lower Target · Neutral · $132.00 → $125.00 · +18.81%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Cisco", "institution": "Sanford C. Bernstein", "analyst": "Daniel Zhu", "rating_date": "2026-09-30", "action": "Not Rated · Initiated Coverage · Market Perform · $110.00 · +2.86%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CSCO/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "The Goldman Sachs Group", "analyst": "Kasthuri Rangan", "rating_date": "2026-08-21", "action": "Boost Target · Neutral · $121.00 → $139.00 · +54.86%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "Truist Financial", "analyst": "Arvind Ramnani", "rating_date": "2026-08-24", "action": "Boost Target · Buy · $155.00 → $165.00 · +95.71%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "Rothschild & Co Redburn", "analyst": "Alex Haissl", "rating_date": "2026-09-21", "action": "Initiated Coverage · Sell · $54.00 · -33.63%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "UBS Group", "analyst": "Karl Keirstead", "rating_date": "2026-09-22", "action": "Initiated Coverage · Underperform → Buy · $120.00 · +38.31%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "JPMorgan Chase & Co.", "analyst": "Samik Chatterjee", "rating_date": "2026-09-24", "action": "Upgrade · Neutral → Overweight · $120.00 → $125.00 · +43.84%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "Cantor Fitzgerald", "analyst": "Brett Knoblauch", "rating_date": "2026-09-28", "action": "Reiterated Rating · Overweight · $176.00 · +100.94%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "William Blair", "analyst": "Jason Ader", "rating_date": "2026-09-30", "action": "Not Rated · Initiated Coverage · Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "CoreWeave", "institution": "Rosenblatt Securities", "analyst": "John McPeake", "rating_date": "2026-10-01", "action": "Not Rated · Reiterated Rating · Buy · $250.00 · +186.96%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/CRWV/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Dell", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Gianmarco Conti", "rating_date": "2026-09-03", "action": "Initiated Coverage · Hold · $480.00 · -5.01%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DELL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Dell", "institution": "Royal Bank Of Canada", "analyst": "David Paige", "rating_date": "2026-09-10", "action": "Initiated Coverage · Buy → Outperform · $640.00 · +26.20%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DELL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Dell", "institution": "Morgan Stanley", "analyst": "Erik Woodring", "rating_date": "2026-09-21", "action": "Boost Target · Equal Weight · $499.00 → $511.00 · -10.86%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DELL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Dell", "institution": "TD Cowen", "analyst": "Krish Sankar", "rating_date": "2026-09-29", "action": "Not Rated · Boost Target · Hold · $500.00 → $550.00 · +0.43%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DELL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Dell", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "rating_date": "2026-09-29", "action": "Reiterated Rating · Positive", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DELL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "Cantor Fitzgerald", "analyst": "Brett Knoblauch", "rating_date": "2026-07-29", "action": "Boost Target · Overweight · $211.00 → $221.00 · +14.42%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "Truist Financial", "analyst": "Matthew Niknam", "rating_date": "2026-07-30", "action": "Lower Target · Buy · $225.00 → $220.00 · +14.03%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "Wells Fargo & Company", "analyst": "Eric Luebchow", "rating_date": "2026-08-05", "action": "Upgrade · Overweight → Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "Argus", "analyst": "Marie Ferguson", "rating_date": "2026-08-05", "action": "Upgrade · Hold → Buy · $212.00 · +9.13%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "BTIG Research", "analyst": "Thomas Catherwood", "rating_date": "2026-09-10", "action": "Not Rated · Boost Target · Buy · $215.00 → $220.00 · +16.14%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "Rothschild & Co Redburn", "analyst": "Alex Haissl", "rating_date": "2026-09-21", "action": "Not Rated · Initiated Coverage · Buy · $227.00 · +24.59%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Digital Realty", "institution": "HSBC", "analyst": "Phani Kanumuri", "rating_date": "2026-09-23", "action": "Not Rated · Lower Target · Buy · $240.00 → $235.00 · +29.73%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/DLR/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "Royal Bank Of Canada", "analyst": "Deane Dray", "rating_date": "2026-08-03", "action": "Boost Target · Outperform · $484.00 → $512.00 · +17.58%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "Citigroup", "analyst": "Andrew Kaplowitz", "rating_date": "2026-08-03", "action": "Boost Target · Buy · $471.00 → $485.00 · +16.80%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "BMO Capital Markets", "analyst": "Daniel DiCicco", "rating_date": "2026-08-03", "action": "Boost Target · Outperform · $477.00 → $487.00 · +17.28%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "Morgan Stanley", "analyst": "Chris Snyder", "rating_date": "2026-08-28", "action": "Boost Target · Overweight · $500.00 → $520.00 · +24.98%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "UBS Group", "analyst": "Amit Mehrotra", "rating_date": "2026-09-07", "action": "Upgrade · Neutral → Buy · $450.00 → $515.00 · +25.28%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Eaton", "institution": "Wells Fargo & Company", "analyst": "Joseph O'Dea", "rating_date": "2026-09-24", "action": "Initiated Coverage · Positive → Overweight · $503.00 · +14.37%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ETN/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "Truist Financial", "analyst": "Matthew Niknam", "rating_date": "2026-07-31", "action": "Boost Target · Buy · $1,215.00 → $1,220.00 · +16.46%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "Citigroup", "analyst": "Michael Rollins", "rating_date": "2026-08-04", "action": "Reiterated Rating · Market Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "Royal Bank Of Canada", "analyst": "Jonathan Atkin", "rating_date": "2026-08-05", "action": "Boost Target · Outperform · $1,125.00 → $1,225.00 · +17.07%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "HSBC", "analyst": "Phani Kanumuri", "rating_date": "2026-08-14", "action": "Reiterated Rating · Buy · $1,400.00 · +30.38%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "Barclays", "analyst": "Brendan Lynch", "rating_date": "2026-09-08", "action": "Boost Target · Equal Weight · $1,130.00 → $1,135.00 · +9.56%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "BTIG Research", "analyst": "Thomas Catherwood", "rating_date": "2026-09-10", "action": "Not Rated · Boost Target · Buy · $1,210.00 → $1,240.00 · +18.88%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Equinix", "institution": "Rothschild & Co Redburn", "analyst": "Alex Haissl", "rating_date": "2026-09-21", "action": "Not Rated · Initiated Coverage · Buy · $1,261.00 · +23.47%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/EQIX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "Citigroup", "analyst": "Asiya Merchant", "rating_date": "2026-10-01", "action": "Boost Target · Buy · $76.00 → $92.00 · +42.96%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "Morgan Stanley", "analyst": "Meta Marshall", "rating_date": "2026-10-01", "action": "Boost Target · Overweight · $67.00 → $72.00 · +11.41%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "UBS Group", "analyst": "David Vogt", "rating_date": "2026-10-01", "action": "Boost Target · Neutral · $59.00 → $66.00 · +4.81%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "Truist Financial", "analyst": "Matthew Niknam", "rating_date": "2026-10-01", "action": "Reiterated Rating · Buy · $70.00 → $75.00 · +17.15%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "Barclays", "analyst": "Tim Long", "rating_date": "2026-10-01", "action": "Boost Target · Overweight · $79.00 → $83.00 · +29.64%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "HPE", "institution": "Wells Fargo & Company", "analyst": "Joe Quatrochi", "rating_date": "2026-10-01", "action": "Boost Target · Equal Weight · $54.00 → $63.00 · -1.60%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/HPE/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Citigroup", "analyst": "Atif Malik", "rating_date": "2026-09-08", "action": "Initiated Coverage · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-09-08", "action": "Initiated Coverage · Sector Perform → Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-09-08", "action": "Upgrade · Hold → Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Piper Sandler", "analyst": "David O'Connor", "rating_date": "2026-09-09", "action": "Initiated Coverage · Neutral · $110.00 · +3.54%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Tigress Financial", "analyst": "Ivan Feinseth", "rating_date": "2026-09-15", "action": "Boost Target · Buy · $118.00 → $145.00 · +49.27%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Barclays", "analyst": "Tom O'Malley", "rating_date": "2026-09-16", "action": "Upgrade · Hold → Overweight", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "Sanford C. Bernstein", "analyst": "Stacy Rasgon", "rating_date": "2026-09-21", "action": "Reiterated Rating · Neutral", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Intel", "institution": "TD Cowen", "analyst": "Joshua Buchalter", "rating_date": "2026-09-24", "action": "Reiterated Rating · Hold · $115.00 · -6.20%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/INTC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-07-29", "action": "Reiterated Rating · Sector Perform · $170.00 → $180.00 · +0.93%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "rating_date": "2026-07-29", "action": "Set Target · Neutral · $275.00 → $215.00 · +18.71%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Stifel Nicolaus", "analyst": "Brian Chin", "rating_date": "2026-07-29", "action": "Set Target · Buy · $270.00 → $250.00 · +38.04%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Wells Fargo & Company", "analyst": "Joe Quatrochi", "rating_date": "2026-07-29", "action": "Set Target · Overweight · $305.00 → $245.00 · +28.41%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Sanford C. Bernstein", "analyst": "Stacy Rasgon", "rating_date": "2026-07-29", "action": "Reiterated Rating · Outperform · $225.00 · +17.92%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Morgan Stanley", "analyst": "Shane Brett", "rating_date": "2026-07-29", "action": "Reiterated Rating · Overweight · $253.00 · +32.60%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "Jefferies Financial Group", "analyst": "Blayne Curtis", "rating_date": "2026-07-29", "action": "Reiterated Rating · Buy · $200.00 → $210.00 · +10.06%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "KLA", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-09-01", "action": "Lower Target · Neutral · $215.00 → $200.00 · +17.68%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/KLAC/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Melissa Weathers", "rating_date": "2026-07-30", "action": "Reiterated Rating · Buy · $320.00 · +5.07%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "Wells Fargo & Company", "analyst": "Joe Quatrochi", "rating_date": "2026-07-30", "action": "Reiterated Rating · Overweight · $450.00 → $350.00 · +38.70%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "Jefferies Financial Group", "analyst": "Blayne Curtis", "rating_date": "2026-07-30", "action": "Set Target · Buy · $315.00 → $335.00 · +32.75%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "Morgan Stanley", "analyst": "Shane Brett", "rating_date": "2026-07-30", "action": "Lower Target · Overweight · $404.00 → $367.00 · +24.09%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "Mizuho", "analyst": "Vijay Rakesh", "rating_date": "2026-08-25", "action": "Lower Target · Outperform · $370.00 → $365.00 · +17.68%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "UBS Group", "analyst": "Timothy Arcuri", "rating_date": "2026-09-01", "action": "Lower Target · Buy · $435.00 → $425.00 · +45.20%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Lam Research", "institution": "B. Riley Financial", "analyst": "Craig Ellis", "rating_date": "2026-10-01", "action": "Boost Target · Buy · $350.00 → $390.00 · +18.72%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/LRCX/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "KeyCorp", "analyst": "John Vinh", "rating_date": "2026-08-28", "action": "Reiterated Rating · Overweight", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "Craig Hallum", "analyst": "Christian Schwab", "rating_date": "2026-08-28", "action": "Boost Target · Buy · $217.00 → $300.00 · +31.30%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "The Goldman Sachs Group", "analyst": "James Schneider", "rating_date": "2026-08-28", "action": "Set Target · $220.00 · -3.71%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "B. Riley Financial", "analyst": "Craig Ellis", "rating_date": "2026-08-28", "action": "Lower Target · Buy · $345.00 → $315.00 · +45.35%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "Piper Sandler", "analyst": "David O'Connor", "rating_date": "2026-09-09", "action": "Initiated Coverage · Overweight · $270.00 · +14.89%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "Morgan Stanley", "analyst": "Joseph Moore", "rating_date": "2026-09-21", "action": "Boost Target · Equal Weight · $246.00 → $268.00 · +9.72%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-09-28", "action": "Not Rated · Reiterated Rating · Outperform · $360.00 · +43.90%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Marvell", "institution": "Cantor Fitzgerald", "analyst": "C.J. Muse", "rating_date": "2026-09-28", "action": "Reiterated Rating · Neutral · $330.00 · +29.78%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MRVL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Raymond James Financial", "analyst": "Josh Beck", "rating_date": "2026-09-24", "action": "Boost Target · Strong-Buy · $650.00 → $860.00 · +15.58%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Citigroup", "analyst": "Ronald Josey", "rating_date": "2026-09-24", "action": "Reiterated Rating · Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Piper Sandler", "analyst": "Thomas Champion", "rating_date": "2026-09-25", "action": "Boost Target · Overweight · $785.00 → $875.00 · +12.53%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "TD Cowen", "analyst": "John Blackledge", "rating_date": "2026-09-25", "action": "Boost Target · Buy · $750.00 → $865.00 · +14.27%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Benjamin Black", "rating_date": "2026-09-25", "action": "Boost Target · Buy · $750.00 → $820.00 · +8.33%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Canaccord Genuity Group", "analyst": "Maria Ripps", "rating_date": "2026-09-25", "action": "Boost Target · Buy · $930.00 → $950.00 · +22.17%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Meta", "institution": "Monness Crespi & Hardt", "analyst": "Brian White", "rating_date": "2026-09-28", "action": "Boost Target · Buy · $730.00 → $830.00 · +10.42%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/META/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "Needham & Company LLC", "analyst": "N. Quinn Bolton", "rating_date": "2026-10-01", "action": "Reiterated Rating · Buy · $1,650.00 · +54.91%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "The Goldman Sachs Group", "analyst": "James Schneider", "rating_date": "2026-10-01", "action": "Set Target · $1,250.00 · +17.36%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "Deutsche Bank Aktiengesellschaft", "analyst": "Melissa Weathers", "rating_date": "2026-10-01", "action": "Reiterated Rating · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "rating_date": "2026-10-01", "action": "Reiterated Rating · Positive", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "Morgan Stanley", "analyst": "Joseph Moore", "rating_date": "2026-10-01", "action": "Reiterated Rating · Overweight · $1,200.00 · +12.66%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "KeyCorp", "analyst": "John Vinh", "rating_date": "2026-10-01", "action": "Reiterated Rating · Overweight", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Micron", "institution": "CLSA", "analyst": "Sanjeev Rana", "rating_date": "2026-10-02", "action": "Not Rated · Reiterated Rating · Outperform · $1,700.00 · +54.91%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MU/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Citigroup", "analyst": "Tyler Radke", "rating_date": "2026-09-21", "action": "Reiterated Rating · Market Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Stifel Nicolaus", "analyst": "Brad Reback", "rating_date": "2026-09-22", "action": "Upgrade · Hold → Buy · $530.00 → $575.00 · +15.46%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Oppenheimer", "analyst": "Brian Schwartz", "rating_date": "2026-09-22", "action": "Boost Target · Outperform · $515.00 → $570.00 · +13.63%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Wolfe Research", "analyst": "Alex Zukin", "rating_date": "2026-09-23", "action": "Downgrade · Outperform → Hold", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "UBS Group", "analyst": "Karl Keirstead", "rating_date": "2026-09-23", "action": "Initiated Coverage · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Piper Sandler", "analyst": "Billy Fitzsimmons", "rating_date": "2026-09-30", "action": "Not Rated · Boost Target · Overweight · $550.00 → $610.00 · +19.85%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Microsoft", "institution": "Wells Fargo & Company", "analyst": "Michael Turrin", "rating_date": "2026-10-01", "action": "Boost Target · Overweight · $700.00 → $725.00 · +41.35%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/MSFT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Needham & Company LLC", "analyst": "N. Quinn Bolton", "rating_date": "2026-09-04", "action": "Reiterated Rating · Buy · $300.00 · +31.32%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Piper Sandler", "analyst": "David O'Connor", "rating_date": "2026-09-09", "action": "Initiated Coverage · Neutral → Overweight · $300.00 · +34.13%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "The Goldman Sachs Group", "analyst": "James Schneider", "rating_date": "2026-09-10", "action": "Reiterated Rating · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Sanford C. Bernstein", "analyst": "Stacy Rasgon", "rating_date": "2026-09-21", "action": "Reiterated Rating · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Rosenblatt Securities", "analyst": "Kevin Cassidy", "rating_date": "2026-09-29", "action": "Reiterated Rating · Buy · $390.00 · +70.41%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Cantor Fitzgerald", "analyst": "C.J. Muse", "rating_date": "2026-10-01", "action": "Reiterated Rating · Overweight · $350.00 · +53.25%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Wells Fargo & Company", "analyst": "Aaron Rakers", "rating_date": "2026-10-02", "action": "Set Target · $210.00 · -9.04%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "NVIDIA", "institution": "Morgan Stanley", "analyst": "Joseph Moore", "rating_date": "2026-10-02", "action": "Set Target · $230.00 · -0.37%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/NVDA/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "UBS Group", "analyst": "Karl Keirstead", "rating_date": "2026-09-11", "action": "Boost Target · Buy · $245.00 → $250.00 · +59.94%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Stifel Nicolaus", "analyst": "Brad Reback", "rating_date": "2026-09-11", "action": "Lower Target · Buy · $220.00 → $200.00 · +30.57%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Barclays", "analyst": "Raimo Lenschow", "rating_date": "2026-09-11", "action": "Boost Target · Overweight · $250.00 → $252.00 · +64.52%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Freedom Broker", "analyst": "Egor Tolmachev", "rating_date": "2026-09-14", "action": "Lower Target · Buy · $210.00 → $205.00 · +41.88%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Argus", "analyst": "Joseph Bonner", "rating_date": "2026-09-14", "action": "Reiterated Rating · Buy · $225.00 · +49.87%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Sanford C. Bernstein", "analyst": "Mark L. Moerdler", "rating_date": "2026-09-25", "action": "Not Rated · Reiterated Rating · Buy", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Citigroup", "analyst": "Tyler Radke", "rating_date": "2026-10-02", "action": "Reiterated Rating · Market Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Oracle", "institution": "Citizens Jmp", "analyst": "Patrick Walravens", "rating_date": "2026-10-02", "action": "Reiterated Rating · Market Outperform · $285.00 · +106.39%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Evercore", "analyst": "Mark Lipacis", "rating_date": "2026-07-30", "action": "Set Target · $159.00 · +5.24%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Piper Sandler", "analyst": "David O'Connor", "rating_date": "2026-09-09", "action": "Not Rated · Initiated Coverage · Overweight → Neutral · $190.00 · +7.71%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Royal Bank Of Canada", "analyst": "Srini Pajjuri", "rating_date": "2026-09-09", "action": "Boost Target · Sector Perform · $160.00 → $180.00 · +3.39%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Sanford C. Bernstein", "analyst": "Stacy Rasgon", "rating_date": "2026-09-09", "action": "Reiterated Rating · Market Perform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Barclays", "analyst": "Tom O'Malley", "rating_date": "2026-09-09", "action": "Reiterated Rating · Underweight", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Qualcomm", "institution": "Rosenblatt Securities", "analyst": "Sajal Dogra", "rating_date": "2026-09-09", "action": "Reiterated Rating · Buy · $235.00 · +34.99%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/QCOM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Supermicro", "institution": "Mizuho", "analyst": "Vijay Rakesh", "rating_date": "2026-08-12", "action": "Set Target · Neutral · $34.00 → $35.00 · +10.76%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/SMCI/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Supermicro", "institution": "Bank of America", "analyst": "Ruplu Bhattacharya", "rating_date": "2026-08-12", "action": "Reiterated Rating · Underperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/SMCI/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Supermicro", "institution": "The Goldman Sachs Group", "analyst": "Katherine Murphy", "rating_date": "2026-08-12", "action": "Reiterated Rating · Sell · $30.00 → $34.00 · +7.59%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/SMCI/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Supermicro", "institution": "Barclays", "analyst": "Tim Long", "rating_date": "2026-08-12", "action": "Set Target · Equal Weight · $38.00 → $39.00 · +23.42%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/SMCI/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Supermicro", "institution": "Citigroup", "analyst": "Asiya Merchant", "rating_date": "2026-08-12", "action": "Boost Target · Neutral · $33.00 → $39.00 · +3.12%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NASDAQ/SMCI/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "Susquehanna", "analyst": "Mehdi Hosseini", "rating_date": "2026-07-16", "action": "Boost Target · Positive · $575.00 → $600.00 · +43.05%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "DA Davidson", "analyst": "Gil Luria", "rating_date": "2026-07-17", "action": "Boost Target · Buy · $450.00 → $500.00 · +26.66%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "Barclays", "analyst": "Simon Coles", "rating_date": "2026-07-17", "action": "Boost Target · Overweight · $625.00 → $650.00 · +59.17%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "TD Cowen", "analyst": "Krish Sankar", "rating_date": "2026-07-17", "action": "Boost Target · Hold · $400.00 → $440.00 · +9.69%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "Needham & Company LLC", "analyst": "Charles Shi", "rating_date": "2026-07-27", "action": "Boost Target · Buy · $480.00 → $530.00 · +31.45%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "Sanford C. Bernstein", "analyst": "Mark Li", "rating_date": "2026-08-11", "action": "Not Rated · Boost Target · Outperform · $430.00 → $554.00 · +31.36%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "TSMC", "institution": "Stifel Nicolaus", "analyst": "Sahej Singh", "rating_date": "2026-09-01", "action": "Not Rated · Initiated Coverage · Buy · $515.00 · +24.23%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/TSM/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Robert W. Baird", "analyst": "Luke Junk", "rating_date": "2026-07-30", "action": "Set Target · $320.00 · +38.80%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Royal Bank Of Canada", "analyst": "Deane Dray", "rating_date": "2026-07-30", "action": "Lower Target · Outperform · $418.00 → $337.00 · +46.17%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Oppenheimer", "analyst": "Noah Kaye", "rating_date": "2026-07-30", "action": "Reiterated Rating · Outperform · $325.00 · +36.83%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Glj Research", "analyst": "Gordon L. Johnson", "rating_date": "2026-08-07", "action": "Upgrade · Hold → Buy · $381.00 · +38.40%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Wells Fargo & Company", "analyst": "Stephen Tusa", "rating_date": "2026-09-24", "action": "Not Rated · Initiated Coverage · Equal Weight → Overweight · $340.00 · +38.4", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "Sanford C. Bernstein", "analyst": "Varun Govindaraj", "rating_date": "2026-09-28", "action": "Not Rated · Reiterated Rating · Outperform", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" }, { "company": "Vertiv", "institution": "BMO Capital Markets", "analyst": "Daniel DiCicco", "rating_date": "2026-10-04", "action": "Not Rated · Initiated Coverage · Outperform · $329.00 · +30.36%", "source": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/VRT/forecast/", "as_of": "retrieved 2026-10-05", "status": "Third-party rating action; not IR-listed" } ] }