Analyst
Jefferies
Equibles does not estimate personal net worth.
Kevin Garrigan is recorded as Analyst at Jefferies. Kevin Garrigan has spoken on 10 earnings calls and 1 other investor event across 9 companies, most recently for Xanadu Quantum Technologies Ltd on August 31, 2026. Those appearances were for Rambus Inc (RMBS), Xanadu Quantum Technologies Ltd (XNDU), Arteris, Inc. (AIP), IonQ, Inc. (IONQ), Cohu Inc (COHU) and 4 other companies. The companies whose calls Kevin Garrigan spoke on are classified in the Technology sector.
“So you gave some metrics around Penny Lane. Software's obviously gonna become very important in the long run, but you also have everyone saying that they're a full stack company.”
“And Charlie, great working with you and hope you enjoy retirement. Hey, can you talk more about the expanded partnership with Arm with Cycuity? Should we think about it as a licensing deal and then get royalties?”
“Hey, just to start, regarding the Anderol and Sandia MOUs, what are kind of the next steps for converting these into development contracts or system deployments?”
“Hey, your new customers and engagement, can you just talk a little bit more about how those opportunities developed? Are these customers that are using competing platforms and are looking to switch?”
“Hey, I may have missed it, but can you just talk about how much of your revenue was from companionships or new product revenue this quarter?”
Jefferies
Analyst
Transcript header (unverified)
RMBS
Semiconductors · Technology
Software - Infrastructure · Technology
AIP
Semiconductors · Technology
IONQ
Computer Hardware · Technology
COHU
Semiconductor Equipment & Materials · Technology
QBTS
Computer Hardware · Technology
IDCC
Software - Application · Technology
