Analyst
Northland Securities
Equibles does not estimate personal net worth.
Tim Savageaux is recorded as Analyst at Northland Securities. Tim Savageaux has spoken on 2 earnings calls across 2 companies, most recently for Kyivstar Group Ltd. on March 13, 2026. Those appearances were for Kyivstar Group Ltd. (KYIV) and Axt Inc (AXTI). The companies whose calls Tim Savageaux spoke on are classified in the Communication Services and Technology sectors.
“You mentioned digital services at 16% of revenue exiting the year. I wonder, as you consider both the organic and inorganic contributions, whether you might have a target for where you expect digital services to be exiting calendar 26.”
“Let's continue with that capacity discussion, but maybe try to put some numbers around it. You know, if I look at where you've peaked historically, and I think we're talking exclusively about indium phosphide here, that's, you know, getting up toward $20 million a quarter in substrate revenue.”
Northland Securities
Analyst
Transcript header (unverified)
KYIV
Telecom Services · Communication Services
AXTI
Semiconductor Equipment & Materials · Technology
