COMP
Real Estate Services · Real Estate
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Michael Ng is recorded as Analyst at Goldman Sachs. Michael Ng has spoken on 55 earnings calls and 2 other investor events across 30 companies, most recently for T-Mobile US, Inc. on September 9, 2026. Those appearances were for Compass, Inc. (COMP), Arista Networks, Inc. (ANET), Hp Inc (HPQ), Td Synnex Corp (SNX), Versant Media Group, Inc. (VSNT) and 25 other companies. The companies whose calls Michael Ng spoke on are classified in the Real Estate, Technology, Communication Services and Financial Services sectors.
“Just maybe sticking with broadband for a second here, AT&T says 45% of their internet customers bundle with wireless. Could you help us, you know, think about what is your percent?”
“Welcome to the Arista Fireside Chat at the Goldman Sachs Communicopia and Technology Conference. My name is Mike Ng, and I cover Arista and ComTech here at the firm.”
“Just the first on Sports Engine and full swing. Very encouraging to see the upgrade in revenue and EBITDA, despite the disposition of Sports Engine, which I think is about a $90 million headwind to full-year revenue.”
“Just first on 2B and the very strong 35% year-over-year growth, maybe you could just help us break that down between you know benefits from things like the World Cup, World Cup hub versus underlying and then could you just remind us what the digital loss number or digital investment number was for fiscal 25 so we…”
“Maybe I'll ask about the supply chain improvements. You know, last quarter you talked about a supplier that was decommitted upstream. Maybe you can just expand a little bit on some of the efforts this quarter.”
Goldman Sachs
Analyst
Source not stated
COMP
Real Estate Services · Real Estate
HPQ
Computer Hardware · Technology
SNX
Electronics & Computer Distribution · Technology
Entertainment · Communication Services
AAPL
Consumer Electronics · Technology
Telecom Services · Communication Services
CLS
Electronic Components · Technology
CSCO
Communication Equipment · Technology
TMUS
Telecom Services · Communication Services
FOXA
Entertainment · Communication Services
EQIX
REIT - Specialty · Real Estate
Asset Management · Financial Services
DIS
Entertainment · Communication Services
FFIV
Software - Infrastructure · Technology
CMCSA
Telecom Services · Communication Services
IREN
Capital Markets · Financial Services
Telecom Services · Communication Services
Telecom Services · Communication Services
Telecom Services · Communication Services
Asset Management · Financial Services
BLND
Software - Application · Technology
Entertainment · Communication Services
Information Technology Services · Technology
Credit Services · Financial Services