Analyst
Wolfe Research
Analyst
Jefferies
Equibles does not estimate personal net worth.
George Notter is recorded as Analyst at Wolfe Research and Analyst at Jefferies. George Notter has spoken on 24 earnings calls and 1 other investor event across 10 companies, most recently for Ciena Corp on September 3, 2026. Those appearances were for Ciena Corp (CIEN), Lumentum Holdings Inc. (LITE), Fabrinet (FN), ADTRAN Holdings, Inc. (ADTN), Applied Optoelectronics, Inc. (AAOI) and 5 other companies. The companies whose calls George Notter spoke on are classified in the Technology sector.
“I guess I and congrats on the terrific results here. I guess I wanted to start just by You mentioned value exchange on the call. Certainly, I think you mentioned prices as well as alignment of demand terms and conditions.”
“I wanted to ask about some of the capacity additions in the business. Obviously, we're getting ready to wrap up Building 10 in the next few months. I'm just curious on your thoughts around Building 11.”
“I wanted to ask about all the stuff that's been in the news of late around Chinese transceivers and the potential for a U.S. ban on those transceivers being shipped into the U.S. Could you just talk about your perspective on that?”
“Is that a potential opportunity for you guys to refresh more aggressively with customers? I'm just sort of thinking about what kind of opportunity that would look like.”
Wolfe Research
Analyst
Source not stated
Jefferies
Analyst
Source not stated
CIEN
Communication Equipment · Technology
Communication Equipment · Technology
FN
Electronic Components · Technology
Communication Equipment · Technology
Communication Equipment · Technology
RDWR
Software - Infrastructure · Technology
Communication Equipment · Technology
FFIV
Software - Infrastructure · Technology
CALX
Software - Infrastructure · Technology
GLW
Electronic Components · Technology
