Analyst
Needham & Company
Equibles does not estimate personal net worth.
Robert is recorded as Analyst at Needham & Company. Robert has spoken on 2 earnings calls across 2 companies, most recently for Semtech Corp on March 16, 2026. Those appearances were for Semtech Corp (SMTC) and Astera Labs, Inc. (ALAB). The companies whose calls Robert spoke on are classified in the Technology sector.
“And just as a follow-up, you know, it sounds like there are many tailwinds coming across for LPO as well as copper. And I think, you know, last week we kind of heard them ramping kind of in a similar timeframe this year.”
“First, I wanted just to double-click more on to the 4SAEC product offering. Can you maybe discuss how qualifications for your 800-gig AECs are progressing? And do you expect to be shipping 800-gig AECs to multiple hyperscalers this year?”
Needham & Company
Analyst
Transcript header (unverified)
SMTC
Semiconductors · Technology
ALAB
Semiconductors · Technology
