Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Katherine Murphy is recorded as Analyst at Goldman Sachs. Katherine Murphy has spoken on 19 earnings calls and 5 other investor events across 8 companies, most recently for Penguin Solutions, Inc. on October 6, 2026. Those appearances were for Hewlett Packard Enterprise Co (HPE), Penguin Solutions, Inc. (PENG), Td Synnex Corp (SNX), NetApp, Inc. (NTAP), Super Micro Computer, Inc. (SMCI) and 3 other companies. The companies whose calls Katherine Murphy spoke on are classified in the Technology sector.
“Very helpful to see the improved advanced computing segment guidance for 40% plus or minus 10% for fiscal 2027. I think last quarter you had talked about mid-teens growth as being the preliminary starting point for your outlook there.”
“It was encouraging to see the momentum across the total portfolio with the record orders that you mentioned in the quarter, as well as the raised fiscal 27 outlook for 13% to 17% growth.”
“It was encouraging to see the momentum across the total portfolio with the record orders that you mentioned in the quarter, as well as the raised fiscal 27 outlook for 13% to 17% growth.”
“It was encouraging to see the momentum across the total portfolio with the record orders that you mentioned in the quarter, as well as the raised fiscal 27 outlook for 13% to 17% growth.”
Goldman Sachs
Analyst
Transcript header (unverified)
Communication Equipment · Technology
Information Technology Services · Technology
SNX
Electronics & Computer Distribution · Technology
NTAP
Software - Infrastructure · Technology
HPQ
Computer Hardware · Technology
Information Technology Services · Technology
