Meta Marshall
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Meta Marshall
Meta Marshall is recorded as Analyst at Morgan Stanley. Meta Marshall has spoken on 50 earnings calls and 1 other investor event across 24 companies, most recently for SailPoint, Inc. on September 9, 2026. Those appearances were for Arista Networks, Inc. (ANET), Lumentum Holdings Inc. (LITE), Ciena Corp (CIEN), Keysight Technologies, Inc. (KEYS), Gen Digital Inc. (GEN) and 19 other companies. The companies whose calls Meta Marshall spoke on are classified in the Technology and Industrials sectors.
Meta Marshall on recent calls
“Maybe building on that last question, I just wanted to ask about agentic acceleration and just kind of the timeline that you're seeing some of these accelerated migrations on and And when you could, when or if you could pivot Identic Acceleration towards kind of legacy provider solutions.”
“Maybe just following up on George's question, just in terms of some of these new arrangements that you guys are having with or discussions that you're having with customers, are some of those pricing adjustments dependent on timeline of delivery, like in terms of, you know, if you can deliver six months earlier, you…”
“Nikesh, you were mentioning kind of this addressing of the trillion dollars of technical debt. You know, platforms can help enterprises pay for that in some ways.”
“Toma, maybe to start with you, just in terms of, you know, you have a rapidly expanding product portfolio customers are clearly interested in a wide array of products just how are you working with the sales force to kind of develop kind of the best playbooks in order for you know what's the best order of trying to…”
“I wanted to maybe follow up on some of that next gen sim strength. If we were having this conversation a year ago, there was a lot of, they can start with, if their customers can start moving their ADR data over and then kind of gradually over time, expand those implementations.”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
Communication Equipment · Technology
CIEN
Communication Equipment · Technology
Scientific & Technical Instruments · Technology
GEN
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Communication Equipment · Technology
VIAV
Communication Equipment · Technology
SAIL
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Communication Equipment · Technology
GLW
Electronic Components · Technology
Software - Infrastructure · Technology
COHR
Scientific & Technical Instruments · Technology
FTNT
Software - Infrastructure · Technology
FFIV
Software - Infrastructure · Technology
VRNS
Software - Infrastructure · Technology
CSCO
Communication Equipment · Technology
BAND
Software - Infrastructure · Technology
TWLO
Software - Infrastructure · Technology