Analyst
Bernstein Research
Equibles does not estimate personal net worth.
Stacy Raskin is recorded as Analyst at Bernstein Research. Stacy Raskin has spoken on 5 earnings calls across 3 companies, most recently for Intel Corp on October 29, 2026. Those appearances were for Intel Corp (INTC), Kla Corp (KLAC) and Analog Devices Inc (ADI). The companies whose calls Stacy Raskin spoke on are classified in the Technology sector.
“I want to dig into gross margins a little bit. So I get that the 38% guidance, I guess, would have been 40 without the unfortunate situation in Israel. But as I'm looking into next year, how do I think about the overall drivers?”
“For my first one, you talked about sizing your supply for the most bullish scenarios. Can you give us a little more color on what that means? I mean, like, if I look at some of your competitors, like, AMAC suggested that they were doubling their capacity, for example.”
“I think everybody kind of had an inkling the data center was going to be pretty strong. I was surprised at the client strength. I know you talked about demand holding up pretty well.”
“Maybe, like, help us understand the levers across pricing mix and utilization.”
“For the first one, I did want to dig into the segment outlook, and I guess the implications for gross margins. So you said data center up, I guess, double digits.”
Bernstein Research
Analyst
Transcript header (unverified)
INTC
Semiconductors · Technology
KLAC
Semiconductor Equipment & Materials · Technology
