Information Technology Services · Technology
Ben Reitzes
Analyst
Melius Research
Equibles does not estimate personal net worth.
About Ben Reitzes
Ben Reitzes is recorded as Analyst at Melius Research. Ben Reitzes has spoken on 23 earnings calls across 12 companies, most recently for International Business Machines Corp on October 21, 2026. Those appearances were for International Business Machines Corp (IBM), Nvidia Corp (NVDA), Amkor Technology, Inc. (AMKR), Marvell Technology, Inc. (MRVL), Apple Inc. (AAPL) and 7 other companies. The companies whose calls Ben Reitzes spoke on are classified in the Technology sector.
Ben Reitzes on recent calls
“I wanted to ask about your long-term, you know, the short-term puts and takes we get. But at your latest analyst day, you laid out that you would approach double digits in software as a long-term target, you know, based on what you're seeing, do you still feel confident in that?”
“Great, and if I could just sneak one other in, I mean, Sanjay had a great seat at the Trump, I guess, lunch, dinner, whatever, lunch.”
“Thanks. and i'll echo pretty pretty impressive quarter and guide there um wanted to ask about a little longer term um your your partner in ai servers talked about growing 70 percent next year in overall revenue um you you guys are growing faster than that your backlog just surged uh I was, and you also have these CPU…”
“So I want to go back to the Google deal. I think people are just wrestling with this. And I realize that you have a great analyst day coming. So, you know, don't shoot me.”
“I wanted to ask you a question, Jensen, about demand in a different way. you talked about demand growing 100% next year, and I wanted to kind of get a sense for a couple things driving that and even beyond that.”
Affiliation history
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Melius Research
Analyst
Source not stated
Current
Company network
NVDA
Semiconductors · Technology
Semiconductor Equipment & Materials · Technology
AAPL
Consumer Electronics · Technology
CSCO
Communication Equipment · Technology
INTEL-T
Semiconductors · Technology
AVGO
Semiconductors · Technology
QCOM
Semiconductors · Technology
Recent activity
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Earnings call
Q2 2026 Intel Corporation Earnings Conference Call
INTEL-T
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