Analyst
Bernstein Research
Equibles does not estimate personal net worth.
Stacey Rasgon is recorded as Analyst at Bernstein Research. Stacey Rasgon has spoken on 5 earnings calls across 4 companies, most recently for Lam Research Corp on October 21, 2026. Those appearances were for Lam Research Corp (LRCX), Nvidia Corp (NVDA), APPL MATERIAL-T and Analog Devices Inc (ADI). The companies whose calls Stacey Rasgon spoke on are classified in the Technology sector.
“For the first one, I understand that this more than 200 billion WV next year is a constrained number. Do you guys have a point of view on what that number would be if it was not constrained, if clean rooms were available, if the supply chain was not as tight as it is?”
“So the 70% growth in fiscal 28, which I guess is sort of calendar 27, so that's something like, I don't know, a $200 billion uptick versus the prior outlook, if I back it out.”
“I have one more on gross margins as well. And, look, I feel a little bad harping on it because they're actually really good. You know, they're well over 50%, and they are coming in higher than you'd expect it.”
“I was wondering if you could give us some color on gross margin and OPEX drivers embedded in the guide. I know OPEX, I presume, is up on variable comp. Gross margin, I assume, mix and utilization.”
“For my first one, you know, Doug, you clearly said it's a second half loaded year, which is fine. What does that imply for the first half of the calendar year? Like, is March quarter the trough?”
Bernstein Research
Analyst
Transcript header (unverified)
LRCX
Semiconductor Equipment & Materials · Technology
NVDA
Semiconductors · Technology
APPL MATERIAL-T
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
