Analyst
Wolfe Research
Equibles does not estimate personal net worth.
George Nodder is recorded as Analyst at Wolfe Research. George Nodder has spoken on 7 earnings calls and 1 other investor event across 6 companies, most recently for Harmonic Inc. on September 15, 2026. Those appearances were for Coherent Corp. (COHR), Arista Networks, Inc. (ANET), Harmonic Inc. (HLIT), ADTRAN Holdings, Inc. (ADTN), Fabrinet (FN) and 1 other company. The companies whose calls George Nodder spoke on are classified in the Technology sector.
“I guess I was just curious about just the R&D investment here. You guys are in the high teens in terms of quarterly R&D investment. And I'm just thinking about, you know, the other competitor in the marketplace that's done a lot of this intelligence stuff.”
“I guess I was just curious about where you are in terms of your transceiver mix right now. Obviously, there's an initiative to, you know, insource as much of those laser data comp chips as you can.”
“I was just trying to get a better sense for where you guys are on the balance sheet. I know there was some talk about the real estate transactions, kind of wondering where you are on those.”
“I was just curious about anything more you could tell us on the new LTAs that you're signing. Obviously, we learned a lot around the NVIDIA transaction, but you mentioned there's a number of other deals that you guys have brought in.”
“Maybe just continuing the discussion on scale-up, you know, we are starting to see RAC design wins. One of your competitors in the ODM space, I think, has got a couple of designs that they've announced at least.”
Wolfe Research
Analyst
Transcript header (unverified)
COHR
Scientific & Technical Instruments · Technology
HLIT
Communication Equipment · Technology
Communication Equipment · Technology
FN
Electronic Components · Technology
Communication Equipment · Technology
