Adam
Analyst
J.P. Morgan (on for Jessica Fai)
Equibles does not estimate personal net worth.
About Adam
Adam is recorded as Analyst at J.P. Morgan (on for Jessica Fai). Adam has spoken on 4 earnings calls and 1 other investor event across 5 companies, most recently for Biomarin Pharmaceutical Inc on November 2, 2026. Those appearances were for Biomarin Pharmaceutical Inc (BMRN), Stoke Therapeutics, Inc. (STOK), Prosus N.V., Alarm.com Holdings, Inc. (ALRM) and Autodesk, Inc. (ADSK). The companies whose calls Adam spoke on are classified in the Healthcare, Consumer Cyclical and Technology sectors.
Adam on recent calls
“I just wanted to ask, and sorry if I missed this, but the PR says you realized accelerated cost synergies in 3Q while maintaining the 220 non-Q target for 2028.”
“Just a quick one on that you mentioned a study for infants and toddlers under 24 months of age, as well as generating new data in adults. I just wanted to ask about those two bookends, you know, anything on trial design, potential timelines for both of those.”
“First, you gave us the number for iFood, so in Brazil, competition losing $8 in order. Any idea of their monthly order volume, so we can kind of calculate how much money they're losing a month?”
“What's the clearest differentiation between your competitors, yourself, and your competitors? I'm speaking specifically about Arlo, and then obviously Randall.”
“And thanks so much for taking the questions. Andrew, obviously you hit on AI in the prepared remarks and kind of the moats that you perceive Autodesk to have. And, of course, AI has been on all of our software minds of late.”
Affiliation history
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J.P. Morgan (on for Jessica Fai)
Analyst
Transcript header (unverified)
Current
Company network
Prosus N.V.
Internet Retail · Consumer Cyclical
ADSK
Software - Application · Technology
Recent activity
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Earnings call
Naspers & Prosus FY2026 Full Year Results | 29th June, 2026
Prosus N.V.
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