Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Jamie is recorded as Analyst at Morgan Stanley. Jamie has spoken on 2 earnings calls and 1 other investor event across 3 companies, most recently for Elastic N.V. on May 28, 2026. Those appearances were for Elastic N.V. (ESTC), Mastec Inc (MTZ) and RingCentral, Inc. (RNG). The companies whose calls Jamie spoke on are classified in the Technology and Industrials sectors.
“Could you just comment on, you know, how you view the Splunk displacement opportunity today and to what extent that could be an upside catalyst for this year relative to the guidance?”
“One, just within power delivery, can you talk about what you think your opportunity is on 765 KV? I know a lot of the spend is with AAP, and one of your peers has an agreement with them, So just wondering if you're bidding on anything and how you can frame that opportunity.”
“Over the course of 2025, we meaningfully strengthened our financial profile across all key metrics.”
Morgan Stanley
Analyst
Transcript header (unverified)
ESTC
Software - Application · Technology
MTZ
Engineering & Construction · Industrials
