Mark Miller
Analyst
The Benchmark Company
Equibles does not estimate personal net worth.
About Mark Miller
Mark Miller is recorded as Analyst at The Benchmark Company. Mark Miller has spoken on 7 earnings calls across 4 companies, most recently for Ipg Photonics Corp on November 4, 2025. Those appearances were for Seagate Technology Holdings plc (STX), Ipg Photonics Corp (IPGP), Axcelis Technologies Inc (ACLS) and Nlight, Inc. (LASR). The companies whose calls Mark Miller spoke on are classified in the Technology sector.
Mark Miller on recent calls
“I'm just wondering if you can give us some thoughts about margins for defense-related opportunities. Are they similar to corporate margins or would they be above or below?”
“You're talking about lower silicon carbine in the fourth quarter. Do you see a trend where EVs are going to be utilizing less silicon carbide next year?”
“I'm just wondering, are your margins and yields on your hammer drives at parity with the legacy PMR drives, if not, when you expect that to occur?”
“I'm just wondering, too, if you can comment about the margin profile, your backlog, is that similar to what you're expecting in the third quarter?”
“Yeah, I'm trying to get my arms around the impact of this global minimum tax, which kicks in in fiscal 2026. I believe you said the non-GAAP tax rate will be 16%.”
Affiliation history
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The Benchmark Company
Analyst
Transcript header (unverified)
Current
Company network
Ipg Photonics Corp
IPGP
Semiconductor Equipment & Materials · Technology
2 appearances
Latest appearance 2025-11-04
View calls and events
Semiconductor Equipment & Materials · Technology
1 appearance
Latest appearance 2025-11-04
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Nlight, Inc.
LASR
Semiconductors · Technology
1 appearance
Latest appearance 2025-05-08
View calls and events