Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Joe Quattrocchi is recorded as Analyst at Wells Fargo. Joe Quattrocchi has spoken on 18 earnings calls and 1 other investor event across 13 companies, most recently for Texas Instruments Inc on October 21, 2026. Those appearances were for Arrow Electronics, Inc. (ARW), Avnet Inc (AVT), Advanced Energy Industries Inc (AEIS), Allegro Microsystems, Inc. (ALGM), Texas Instruments Inc (TXN) and 8 other companies. The companies whose calls Joe Quattrocchi spoke on are classified in the Technology and Industrials sectors.
“I wanted to ask about the auto demand commentary you provided, talking about, you know, you're seeing customers kind of wake up a little bit. Can you get a little bit more color?”
“I think I heard you say you know greater than 50% of the increase in inventory was more or less related to kind of pricing of the inventory or pricing of the mix.”
“You talked about, like, prioritizing data center demand over auto industrial of the quarter. Was that any sort of impact to revenue, or how do we think about that dynamic?”
“And then maybe as a follow-up, as we think about just the put and take some gross margin, you talked about some price actions that you're taking. Any help on just quantifying how we think about that as part of the gross margin guidance?”
“Maybe on the optical side of the revenue guide, how should we think about the revenue run rate of that in the second half as we're just thinking about the trajectory into 2027?”
Wells Fargo
Analyst
Transcript header (unverified)
Electronics & Computer Distribution · Technology
AVT
Electronics & Computer Distribution · Technology
Electrical Equipment & Parts · Industrials
MXL
Semiconductors · Technology
ASML
Semiconductor Equipment & Materials · Technology
SNPS
Software - Infrastructure · Technology
