Analyst
JPMorgan
Equibles does not estimate personal net worth.
Joseph Cardozo is recorded as Analyst at JPMorgan. Joseph Cardozo has spoken on 6 earnings calls across 5 companies, most recently for Everpure, Inc. on August 26, 2026. Those appearances were for Garmin Ltd (GRMN), Everpure, Inc. (P), Motorola Solutions, Inc. (MSI), Flex Ltd. (FLEX) and Td Synnex Corp (SNX). The companies whose calls Joseph Cardozo spoke on are classified in the Technology sector.
“Maybe can you just touch on the pre-buys that you highlighted in the prepared remarks? How should we be thinking about the duration or how many quarters of supply you've now logged in?”
“Maybe for my first one, and perhaps maybe I'm jumping ahead here and looking at the fourth quarter, but, you know, when I do the back-of-the-envelope math on the implied fourth quarter revenue outlook, it embeds a pretty nice acceleration both sequentially and year-over-year.”
“And maybe just for the first one, relative to the CPI growth outlook that you provided, maybe can you just discuss the constraints that you're seeing, just given the current backdrop that we're in, just interested in hearing potentially what's limiting you from calling for further upside here, and where things are…”
“Maybe if I could, for the first one, just wanted to touch on the memory side of things.”
JPMorgan
Analyst
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GRMN
Scientific & Technical Instruments · Technology
Communication Equipment · Technology
FLEX
Electronic Components · Technology
SNX
Electronics & Computer Distribution · Technology
