Analyst
Needham
Equibles does not estimate personal net worth.
Alex Henderson is recorded as Analyst at Needham. Alex Henderson has spoken on 5 earnings calls across 4 companies, most recently for SentinelOne, Inc. on December 5, 2023. Those appearances were for Lumentum Holdings Inc. (LITE), SentinelOne, Inc. (S), Arista Networks, Inc. (ANET) and Viavi Solutions Inc. (VIAV). The companies whose calls Alex Henderson spoke on are classified in the Technology sector.
“The first one being on the data lake structure between Splunk and Cisco.”
“Spectacular results for the quarter, for the year, in fact of the results last year. And I guess the question really boils down to are we going to see a reversion to more normalized growth?”
“Just on that last question, you said incremental capacity in Q4. Did you mean fiscal Q4 or calendar Q4, just to clarify?”
“First off, congratulations on a good quarter in a tough environment.”
“If I could follow up, the second question would be on the chip supply that you're coming on stream in the end of March. Can you scale that for us? And is that a 30% type increase in production?”
Needham
Analyst
Source not stated
Communication Equipment · Technology
Software - Infrastructure · Technology
VIAV
Communication Equipment · Technology
