Analyst
TD Cowan
Equibles does not estimate personal net worth.
Joshua Buckhalter is recorded as Analyst at TD Cowan. Joshua Buckhalter has spoken on 4 earnings calls and 1 other investor event across 4 companies, most recently for Ceva Inc on November 9, 2026. Those appearances were for Qualcomm Inc (QCOM), Ceva Inc (CEVA), Mobileye Global Inc. (MBLY) and Advanced Micro Devices Inc (AMD). The companies whose calls Joshua Buckhalter spoke on are classified in the Technology and Consumer Cyclical sectors.
“We just start, you know, it sounds like there's a good deal of renewed optimism in the smartphone market, specifically, you know, given what's going on with the modem share.”
“Maybe to start, I mean, last quarter, you guys, you know, kind of telegraphed the gross margin step down that was expected from the ASIC business starting to ramp.”
“I'm pleased to be joined on stage by my colleague Lanny True and Dan Galvin from Mobileye. Gentlemen, thank you for joining us.”
“Actually going to start with CPUs, which hasn't happened in a bit. It hasn't been that long since you announced the $60 billion server CPU TAM for 2030 at the Analyst Day, and it's very quickly doubled.”
“I wanted to start with the handset outlook. Any other factors that are driving the weakness beyond the memory pricing?”
TD Cowan
Analyst
Transcript header (unverified)
QCOM
Semiconductors · Technology
CEVA
Semiconductors · Technology
MBLY
Auto Parts · Consumer Cyclical
