Analyst
Bank of America
Equibles does not estimate personal net worth.
Liam Farr is recorded as Analyst at Bank of America. Liam Farr has spoken on 11 earnings calls and 4 other investor events across 8 companies, most recently for Ambiq Micro, Inc. on November 10, 2026. Those appearances were for Ambiq Micro, Inc. (AMBQ), Allegro Microsystems, Inc. (ALGM), IQM Quantum Computers Oyj (IQMX), IonQ, Inc. (IONQ), Qualcomm Inc (QCOM) and 3 other companies. The companies whose calls Liam Farr spoke on are classified in the Technology sector.
“I wanted to start by, in August, you said supply would limit sales in both 3Q and 4Q. The 4Q guide is now up about 6 million. Is 4Q still supply limited, or is capacity caught up with demand?”
“I want to start on quantum security and networking. Now that you've closed your Elicity acquisition, could you describe how you're seeing that market, how we should think about that market longer term in terms of size and that compared to compute?”
“Given the strong bookings, how should we think about that gap turning into revenue? Is it backlog building for just fiscal 28, or are some customers ordering further out because of supply?”
“And then, you know, 1.8 million of net loss for the quarter. I was wondering if you could just kind of provide some color on that trajectory towards, you know, profitability on the bottom line.”
“I guess I just want to start with China. 25% of sales flat Q over Q in terms of, you know, percentage of raw. So, you know, growing in-line corporate average.”
Bank of America
Analyst
Transcript header (unverified)
AMBQ
Semiconductors · Technology
IONQ
Computer Hardware · Technology
QCOM
Semiconductors · Technology
IQM Quantum Computers Oyj
Computer Hardware · Technology
AMBA
Semiconductor Equipment & Materials · Technology
SNPS
Software - Infrastructure · Technology
Capital Markets Day 15th June 2026
IQM Quantum Computers Oyj
