Analyst
Northland Capital Markets
Equibles does not estimate personal net worth.
Tim Savigo is recorded as Analyst at Northland Capital Markets. Tim Savigo has spoken on 2 earnings calls across 2 companies, most recently for Ciena Corp on September 3, 2026. Those appearances were for Ciena Corp (CIEN) and Axt Inc (AXTI). The companies whose calls Tim Savigo spoke on are classified in the Technology sector.
“And as a quick follow-up, on scale across, I mean, to what extent is that, you know, maybe even the primary driver of growth in 27? And I'd be interested in your reaction to some pretty extraordinary comments from suppliers and competitors about dynamics and scale across.”
“And I want to kind of dig into that a little bit more. Obviously, we've got a lot of indications of that, both from what the hyperscale guys are planning to spend and what we're hearing from various members of the technology kind of ecosystem, demand seems to be pretty strong.”
Northland Capital Markets
Analyst
Transcript header (unverified)
CIEN
Communication Equipment · Technology
AXTI
Semiconductor Equipment & Materials · Technology
