Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Jim Schneider is recorded as Analyst at Goldman Sachs. Jim Schneider has spoken on 74 earnings calls and 19 other investor events across 36 companies, most recently for Western Digital Corp on October 22, 2026. Those appearances were for Nvidia Corp (NVDA), Lam Research Corp (LRCX), Seagate Technology Holdings plc (STX), Sandisk Corp (SNDK), Cadence Design Systems Inc (CDNS) and 31 other companies. The companies whose calls Jim Schneider spoke on are classified in the Technology, Real Estate and Communication Services sectors.
“I was wondering if you could maybe just clarify with respect to your head strategy currently, whether you use external vendors for any of your products or for surge capacity, and to what extent the head investments beyond just the hammer items you mentioned before are meant to sort of eliminate the need for any…”
“I was wondering, as you look into 2027, can you maybe frame for us some of the moving pieces that could adjust the WFE Outlook, you know, higher or lower?”
“I was wondering if you could maybe talk a little bit about some of the AI model safety work you've disclosed, in particular your partnership with Anthropic, if you could scope anything about that in terms of size, magnitude, duration, and whether in light of the recent White House activities around AI safety, whether…”
“I just wanted to maybe get a sense about, you know, of the 10 new customer SCAs you signed in the quarter, maybe give us a little bit of color on what customers are asking for.”
“It's my pleasure to welcome KLA Corporation to the stage today with us from the company. We have CFO Brendan Higgins and President of Semiconductor Products and Customers, Ahmad Khan.”
Goldman Sachs
Analyst
Source not stated
NVDA
Semiconductors · Technology
LRCX
Semiconductor Equipment & Materials · Technology
SNDK
Computer Hardware · Technology
Software - Application · Technology
Semiconductor Equipment & Materials · Technology
EPAM
Information Technology Services · Technology
KLAC
Semiconductor Equipment & Materials · Technology
AVGO
Semiconductors · Technology
ENTG
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
Information Technology Services · Technology
ACN
Information Technology Services · Technology
TER
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
APPL MATERIAL-T
SITM
Semiconductors · Technology
Information Technology Services · Technology
QCOM
Semiconductors · Technology
MKSI
Scientific & Technical Instruments · Technology
GLOB
Information Technology Services · Technology
Telecom Services · Communication Services
Goldman Sachs Communacopia + Technology Conference
APPL MATERIAL-T
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
