Analyst
Jefferies
Equibles does not estimate personal net worth.
Brent Thiel is recorded as Analyst at Jefferies. Brent Thiel has spoken on 3 earnings calls across 3 companies, most recently for CoreWeave, Inc. on February 26, 2026. Those appearances were for CoreWeave, Inc. (CRWV), Roper Technologies Inc (ROP) and Salesforce, Inc. (CRM). The companies whose calls Brent Thiel spoke on are classified in the Technology sector.
“Nitin, I had a quick question just on the guide, and just from a perspective, I know when you look at the revenue guide, you were in line, op income a little lower and your CapEx was way higher.”
“Neil, throughout the quarter, I'm just curious, did you see any signs of the tariff headlines or government spending blown on impact anything or perhaps throughout the quarter maybe things got better as you went through in the back of the quarter?”
“Robin, just on the growth rate, I'm just curious, given some of the macro and tariffs uncertainties, have you seen any uncertainty in your customer behavior? Clearly putting up a good double-digit RPO backlog was good to see.”
Jefferies
Analyst
Transcript header (unverified)
CRWV
Software - Infrastructure · Technology
CRM
Software - Application · Technology
