Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Srini Pajuri is recorded as Analyst at RBC Capital Markets. Srini Pajuri has spoken on 7 earnings calls across 5 companies, most recently for Allegro Microsystems, Inc. on October 29, 2026. Those appearances were for Lam Research Corp (LRCX), Allegro Microsystems, Inc. (ALGM), Skyworks Solutions, Inc. (SWKS), Marvell Technology, Inc. (MRVL) and Lattice Semiconductor Corp (LSCC). The companies whose calls Srini Pajuri spoke on are classified in the Technology sector.
“First, on the balance sheet inventory, Derek, it's been coming down, and given your commentary about, you know, the bookings and the visibility, I would have thought, you know, you would build some inventory.”
“Tim, on your WFC comment about $150 billion, I think you said, you alluded to, you know, maybe further upward bias for the year.”
“I think Phil, you addressed it a little bit, but I'm looking for a bit more detail. You talked about consumer being a little softer. That makes sense.”
“Matt, I want to zoom in on the switching side. I think you talked about scale-out switching, doubling this year, and potentially reaching $1 billion annualized run rate next year.”
“I think your comment about prepayments being down, I'm guessing that's related to China. Can you talk about what you're seeing in terms of the demand environment in China, and as you go through the next few quarters, what's your expectations?”
RBC Capital Markets
Analyst
Transcript header (unverified)
LRCX
Semiconductor Equipment & Materials · Technology
