Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Arun Jerem is recorded as Analyst at J.P. Morgan. Arun Jerem has spoken on 3 earnings calls and 1 other investor event across 2 companies, most recently for Liberty Energy Inc. on July 23, 2026. Those appearances were for Liberty Energy Inc. (LBRT) and Flowco Holdings Inc. (FLOC). The companies whose calls Arun Jerem spoke on are classified in the Energy sector.
“Ron and Michael, I was wondering if you could talk about how the commercial pipeline is evolving and maybe elaborate on your commentary that, you know, power requirements in terms of increasing in scale and complexity, and how do you think Liberty's position, given the shift in market dynamics?”
“Ron and Michael, I was wondering if you could talk about how the commercial pipeline is evolving and maybe elaborate on your commentary that, you know, power requirements in terms of increasing in scale and complexity, and how do you think Liberty's position, given the shift in market dynamics?”
“I was wondering if you could provide maybe some additional details and color around the acquisition from RTROC. Is this a deal that improves, call it the competitive dynamics of the HPGL VRU kind of segments and just maybe just general thoughts in the back half of the year.”
“Yeah, Joe, Bob, I wanted to start with your thoughts on the competitive advantage of your domestically sourced, largely domestically sourced supply chain and U.S. manufacturing base.”
J.P. Morgan
Analyst
Transcript header (unverified)
LBRT
Oil & Gas Equipment & Services · Energy
FLOC
Oil & Gas Equipment & Services · Energy
