Analyst
Canaccord Genuity
Equibles does not estimate personal net worth.
Luke Morison is recorded as Analyst at Canaccord Genuity. Luke Morison has spoken on 8 earnings calls across 3 companies, most recently for Insight Enterprises Inc on November 5, 2026. Those appearances were for Concentrix Corp (CNXC), Insight Enterprises Inc (NSIT) and Advantage Solutions Inc. (ADV). The companies whose calls Luke Morison spoke on are classified in the Technology and Communication Services sectors.
“So I wanted to dig on the infrastructure segment a little bit. You know, the number there really stood out. Gross profits up more than 50%. I'd love to just get more color on sort of the underlying drivers of that.”
“So, Dave, the restructuring obviously weighted towards branded. I think you mentioned in the deck new business wins improved during the quarter. Just help me think about, like, what does a healthier branded business look like in the coming quarters and years?”
“It's been a bright spot, driving a lot of the momentum here. A lot of that is presumably ASP-driven. Can you help us just decompose what you saw in the quarter between price and unit volume and how that compares to the low single-digit unit decline you framed coming into the year?”
“So the 2% headwinds for the year you framed as a mix of accelerated offshoring and client reallocation or reduced spend. And maybe just to start, can you help us split those?”
“Hey, so you sold those two small non-strategic businesses in the quarter for, as you said, $20 million combined, obviously pretty small. But can you just talk about the philosophy behind those divestitures?”
Canaccord Genuity
Analyst
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CNXC
Information Technology Services · Technology
Electronics & Computer Distribution · Technology
Advertising Agencies · Communication Services
