Analyst
Needham
Equibles does not estimate personal net worth.
Jeff Hobson is recorded as Analyst at Needham. Jeff Hobson has spoken on 6 earnings calls and 2 other investor events across 5 companies, most recently for Extreme Networks Inc on August 5, 2026. Those appearances were for Radware Ltd (RDWR), Arista Networks, Inc. (ANET), Extreme Networks Inc (EXTR), Fabrinet (FN) and Backblaze, Inc. (BLZE). The companies whose calls Jeff Hobson spoke on are classified in the Technology sector.
“Just wanted to get an idea of customer buying behavior right now. You called out some great competitive wins. Just was wondering, you know, are they interested?”
“I was just curious of kind of where we are with the scale across build outs.”
“Just tying back to the AI conversation, are you seeing any impact from the Mythos model release, maybe just drawing attention more to customers or do you guys have any plans to experiment yourself with frontier models like that with cyber capabilities yeah so i think you know the our answer is definitely we're seeing…”
“On the scale across, it seems like that would be a really good fit for all Arista's capabilities. And I know you mentioned it would maybe be around a third of revenue this year, but is this something where scale across could even be larger than scale out over the next couple of years?”
“So you talked a little bit about multi-year forecasts from customers and maybe the typical order visibility is much shorter than that, maybe a quarter or two. Are you seeing that change for people putting in orders in that timeline extending at all as people lock in allocation or supply?”
Needham
Analyst
Transcript header (unverified)
RDWR
Software - Infrastructure · Technology
EXTR
Communication Equipment · Technology
FN
Electronic Components · Technology
BLZE
Software - Infrastructure · Technology
