Analyst
Northcoast Research
Equibles does not estimate personal net worth.
Keith Housam is recorded as Analyst at Northcoast Research. Keith Housam has spoken on 6 earnings calls across 5 companies, most recently for Ingram Micro Holding Corp on October 29, 2026. Those appearances were for Climb Global Solutions, Inc. (CLMB), Ingram Micro Holding Corp (INGM), Ipg Photonics Corp (IPGP), CDW Corp (CDW) and Td Synnex Corp (SNX). The companies whose calls Keith Housam spoke on are classified in the Technology sector.
“Hey, you know, we're hearing more and more from different guys that the supply chain constraints are starting to kind of creep up. Are you guys seeing anything on the horizon that might concern you or might limit the guidance that you're providing?”
“Mark, just trying to understand a little bit more of the adjustable beam part of the business. I understand that's a driver of some of the growth here, especially over in China and the welding area.”
“Hey, Matt, as we kind of think about the results for this quarter and compared to last year, if I remember right, last year had some more one-time items related to VAST data.”
“In terms of the extra spending here on the SG&A for the quarter, I noticed you guys said the number of one-time items, including IT and legal costs and investments like a foreign net.”
“In terms of just trying to unpack the memory industry-wide issue going on right now, I'm just trying to understand a little bit further here in terms of comparing that to perhaps the chip shortages that we saw several years ago.”
Northcoast Research
Analyst
Transcript header (unverified)
Electronics & Computer Distribution · Technology
Information Technology Services · Technology
IPGP
Semiconductor Equipment & Materials · Technology
CDW
Information Technology Services · Technology
SNX
Electronics & Computer Distribution · Technology
