Analyst
Bernstein
Equibles does not estimate personal net worth.
Varun Govindaraj is recorded as Analyst at Bernstein. Varun Govindaraj has spoken on 7 earnings calls and 1 other investor event across 7 companies, most recently for Amphenol Corp on October 28, 2026. Those appearances were for Otis Worldwide Corp (OTIS), Amphenol Corp (APH), Vertiv Holdings Co (VRT), 3M Co (MMM), NVENT ELECTRIC PLC and 2 other companies. The companies whose calls Varun Govindaraj spoke on are classified in the Industrials and Technology sectors.
“I had a question related to NVIDIA architectures. So as we shift from Oberon to Kyber, theoretically, in 2028, we lose the backplane and then move into that PCB midplane structure.”
“I had a quick question on orders slash backlog. Do you continue to see customers essentially widening the aperture to which they're willing to put in orders for?”
“So, largely in line in 3Q on service margins, we've talked about a sequential ramp going into 4Q. Does that stay relatively unchanged?”
“You've had a leadership change on the R&D side with John retiring and Tushar coming in. How are you sort of driving continuity in the R&D strategy with that change?”
“So what's next in terms of product vitality? Obviously, you have the new CDUs coming in the back half of the year, but as you think about your content per megawatt, where are you really looking to expand looking ahead?”
Bernstein
Analyst
Transcript header (unverified)
OTIS
Specialty Industrial Machinery · Industrials
APH
Electronic Components · Technology
Electrical Equipment & Parts · Industrials
MMM
Conglomerates · Industrials
NVENT ELECTRIC PLC
Electrical Equipment & Parts · Industrials
Electrical Equipment & Parts · Industrials
nVent Electric Q2 2026 Earnings
NVENT ELECTRIC PLC
