Analyst
Northcoast Research
Equibles does not estimate personal net worth.
Keith Halsam is recorded as Analyst at Northcoast Research. Keith Halsam has spoken on 3 earnings calls across 3 companies, most recently for Scansource, Inc. on August 20, 2026. Those appearances were for Scansource, Inc. (SCSC), Brady Corp (BRC) and Cognex Corp (CGNX). The companies whose calls Keith Halsam spoke on are classified in the Technology and Industrials sectors.
“Hey, Steve, as we look at the guidance and we kind of think about, you know, the tougher comps that you're going to have in the second half of the year, is it fair to say that you expect a stronger, I guess, percentage growth in the first half of the year compared to the second half of the year?”
“You know, Russell, you have confidence in Europe and Australia returning to growth here in the second half of the year. I guess what's giving you some of that confidence?”
“Coming back to the one-time revenue here in the third quarter from this new partner, just trying to unpack that a little bit more and understand, is this customer going to be selling your hardware going forward, or are you going to use your software on their own hardware?”
Northcoast Research
Analyst
Transcript header (unverified)
SCSC
Electronics & Computer Distribution · Technology
BRC
Security & Protection Services · Industrials
CGNX
Scientific & Technical Instruments · Technology
