Analyst
Northcoast Research
Equibles does not estimate personal net worth.
Keith Hosom is recorded as Analyst at Northcoast Research. Keith Hosom has spoken on 5 earnings calls across 5 companies, most recently for Nlight, Inc. on August 6, 2026. Those appearances were for Nlight, Inc. (LASR), Td Synnex Corp (SNX), Brady Corp (BRC), CDW Corp (CDW) and Tyler Technologies Inc (TYL). The companies whose calls Keith Hosom spoke on are classified in the Technology and Industrials sectors.
“I guess it's changing subjects in a little more happier tone. There's so much going on now with the space development in terms of rockets and perhaps data centers in the sky.”
“If we think about the evolving business out there with memory, and we're hearing more and more about supply constraints coming into place here.”
“And I want to echo congratulations on a great quarter. Great to see. You know, Russell, in terms of the data center business, obviously as a driver of your business, 3% to 4% overall, do you guys have any increased visibility there?”
“In terms of the second half of the year, I appreciate the cautious tone based on the uncertainty and volatility in the markets today. As you think about product shortages and constraints in terms of allocations, how much is that factoring into your conservative stance for the second half of the year?”
“Hey, Brian, I just want to revisit the comment you made regarding sales and marketing expenses being down, I think it was two to four percent year-over-year products.”
Northcoast Research
Analyst
Transcript header (unverified)
LASR
Semiconductors · Technology
SNX
Electronics & Computer Distribution · Technology
BRC
Security & Protection Services · Industrials
CDW
Information Technology Services · Technology
