Analyst
Raymond James
Equibles does not estimate personal net worth.
Logan Katzman is recorded as Analyst at Raymond James. Logan Katzman has spoken on 8 earnings calls across 4 companies, most recently for Scansource, Inc. on November 5, 2026. Those appearances were for Netgear, Inc. (NTGR), Scansource, Inc. (SCSC), Pc Connection Inc (CNXN) and Arlo Technologies, Inc. (ARLO). The companies whose calls Logan Katzman spoke on are classified in the Technology and Industrials sectors.
“I guess first, I think last quarter you mentioned supply constraints were limiting some of the Juniper's contribution in 1H27. I guess first, did you see that come into fruition?”
“I guess first... Maybe around some of the supply challenges you guys are having in enterprise, I think you said last quarter you expected targeted volumes to return to production in 3Q, maybe 4Q. Now it's pushed to 1Q27.”
“First, could you maybe double click on the strength you guys saw in enterprise? I think it was about seasonal, and maybe could you touch on, you know, some of the drivers there, maybe double-click on ProAV, and you see, like, one-time benefits or anything from maybe the World Cup or anything this quarter?”
“It's also good to hear you guys kind of talk about your thoughts on the sequential revenue growth here.”
“Maybe back to one of the first questions that was asked earlier. When we're looking at it into 2027, since we have to start to model that, I guess first any guidelines or parameters you guys want to, you know, maybe give us as we look into modeling that.”
Raymond James
Analyst
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NTGR
Communication Equipment · Technology
SCSC
Electronics & Computer Distribution · Technology
CNXN
Electronics & Computer Distribution · Technology
Building Products & Equipment · Industrials
