Analyst
Truist
Equibles does not estimate personal net worth.
Matt Nicknam is recorded as Analyst at Truist. Matt Nicknam has spoken on 3 earnings calls and 3 other investor events across 3 companies, most recently for Hewlett Packard Enterprise Co on September 30, 2026. Those appearances were for Hewlett Packard Enterprise Co (HPE), Motorola Solutions, Inc. (MSI) and Equinix Inc (EQIX). The companies whose calls Matt Nicknam spoke on are classified in the Technology and Real Estate sectors.
“I'm wondering, Antonio, if you're seeing any incremental hesitation or pushback from customers with regards to demand appetite, just in light of some of the bigger pricing actions aimed at offsetting higher memory costs.”
“So maybe if we can hit top priorities, what are you most focused on in terms of top priorities for the organization over the next 12 to 18 months?”
“I'm wondering, Antonio, if you're seeing any incremental hesitation or pushback from customers with regards to demand appetite, just in light of some of the bigger pricing actions aimed at offsetting higher memory costs.”
“I have one follow-up and one, I guess, more main question. So the follow-up is, you talked about double-digit order growth in the second half of the year. I just want to clarify, is that for the product and SI segment or is that for the total business?”
“With Truist, your line is open. hey thanks so much for taking the question congrats on the quarter um maybe related on interconnect um maybe there if you can speak to where you're seeing some of this increased demand coming from and if in fact uh you have a product that is in such high demand how do you think about…”
Truist
Analyst
Transcript header (unverified)
Communication Equipment · Technology
Communication Equipment · Technology
EQIX
REIT - Specialty · Real Estate
