Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Joseph Lima Cardoso is recorded as Analyst at J.P. Morgan. Joseph Lima Cardoso has spoken on 7 earnings calls across 6 companies, most recently for NetApp, Inc. on September 2, 2026. Those appearances were for Td Synnex Corp (SNX), NetApp, Inc. (NTAP), Super Micro Computer, Inc. (SMCI), Amphenol Corp (APH), Qualcomm Inc (QCOM) and 1 other company. The companies whose calls Joseph Lima Cardoso spoke on are classified in the Technology sector.
“Maybe for my first, if I could, George, you called out accelerating purchase decision and pricing benefits as well as structural improvement and underlying demand at the same time.”
“For my first question, I just wanted to double-click on your robust orders, which you saw during the quarter. You mentioned 60 billion-plus orders.”
“You know, maybe just another follow-up on the Comscope, the raising guidance here. You know, you're raising the revenue from $4.1 billion to $4.6 billion, but the EPS outlook is more than doubling.”
“Maybe just as a first one and a follow-up kind of on the pricing dynamics, can you just flesh out the pricing actions, like any commentary in terms of the magnitude of price increase that you're looking to take, and then whether these actions are broad-based or you're going to look to be more concentrated across the…”
“Maybe for my first one, can you just touch on just maybe going back to the mixed impact on the high performance systems that you're seeing here? You know, what are you seeing that's driving customers to kind of move mix up into these higher performance systems?”
J.P. Morgan
Analyst
Transcript header (unverified)
SNX
Electronics & Computer Distribution · Technology
NTAP
Software - Infrastructure · Technology
APH
Electronic Components · Technology
QCOM
Semiconductors · Technology
FFIV
Software - Infrastructure · Technology
