Analyst
Deutsche Bank
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Nicole de Blaise is recorded as Analyst at Deutsche Bank. Nicole de Blaise has spoken on 4 earnings calls across 3 companies, most recently for Vertiv Holdings Co on July 29, 2026. Those appearances were for Vertiv Holdings Co (VRT), Innio N.V. (INIO) and CARRIER GLOBAL Corp (CARR). The companies whose calls Nicole de Blaise spoke on are classified in the Industrials sector.
“And then second question on the 1.1 gigawatt data center order. I'm just curious if you see more orders of this magnitude in your pipeline.”
“Just to start with the backlog, I guess, you know, obviously a really nice step up in backlog sequentially in year on year in the fourth quarter. Gio, when you kind of look out over the next 12 months and with what you see in pipeline, do you expect that we will see another year on year increase in backlog in 2026.”
“Do you think we're starting to see this market rebound off the bottom, or is it more about just easier prior to your comps?”
Deutsche Bank
Analyst
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Electrical Equipment & Parts · Industrials
INIO
Specialty Industrial Machinery · Industrials
CARR
Building Products & Equipment · Industrials
