IOT
Software - Infrastructure · Technology
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Jim Fish is recorded as Analyst at Piper Sandler. Jim Fish has spoken on 6 earnings calls and 3 other investor events across 8 companies, most recently for Motorola Solutions, Inc. on September 16, 2026. Those appearances were for Samsara Inc. (IOT), Motorola Solutions, Inc. (MSI), AvePoint, Inc. (AVPT), Fastly, Inc. (FSLY), Nutanix, Inc. (NTNX) and 3 other companies. The companies whose calls Jim Fish spoke on are classified in the Technology and Industrials sectors.
“So one thing we've been asking every company kind of just to start is kind of lay of the land of where you guys see spending and budgets at this point. Obviously, you know, you guys are a little bit more exposed to public safety kind of budget, state, local, as well as government.”
“Appreciate you guys joining us here in Nashville. So maybe just to set the stage, the question we've been asking everybody here is, as we head into year-end, how is IT spending kind of looking?”
“I know we've got lunch coming up here shortly, but I have the privilege of chatting with Rich and Vern of Vasily ahead of this little Analyst Day. So we'll just do all the Analyst Day presentation right now, if you don't mind.”
“Did want to circle back on Derek's question. I guess how are you guys feeling about components and supply availability? Because I don't know if you addressed that one.”
“Maybe circling back on the first one and kind of trying to get it more certainty here in light of the comments that you made also, Rajiv. You talked about an increase in public cloud deployment.”
Piper Sandler
Analyst
Transcript header (unverified)
IOT
Software - Infrastructure · Technology
AVPT
Software - Infrastructure · Technology
Communication Equipment · Technology
FSLY
Software - Application · Technology
NTNX
Software - Infrastructure · Technology
BAND
Software - Infrastructure · Technology
TWLO
Software - Infrastructure · Technology