Dylan Liu
Analyst
Morgan Stanley
Analyst
on behalf of Erik Woodring)
Equibles does not estimate personal net worth.
About Dylan Liu
Dylan Liu is recorded as Analyst at Morgan Stanley and Analyst at on behalf of Erik Woodring). Dylan Liu has spoken on 3 earnings calls across 3 companies, most recently for Everpure, Inc. on May 27, 2026. Those appearances were for Everpure, Inc. (P), Cricut, Inc. (CRCT) and Hp Inc (HPQ). The companies whose calls Dylan Liu spoke on are classified in the Technology sector.
Dylan Liu on recent calls
“So, Charlie, can you just elaborate a bit on what you're hearing from hyperscalers in this environment as it relates to the adoption of your DFMs, because the price differential between HDDs and QLC NAN is only expanding given the NAN inflation.”
“So first, 90 days ago, you did mention a difficult comp, as you mentioned in the prepared remarks, for product in the first half of this year. So you've posted 10% of product revenue decline for the first quarter.”
“So So my question is, can you help us better understand when you expect the current commodity cycle to inflect to a tailwind to margins? And would you try to hold pricing at that time, or would you be willing to pass those savings back to a customer at that time and have a follow-up after this?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current -
on behalf of Erik Woodring)
Analyst
Source not stated
Current
Company network
Cricut, Inc.
CRCT
Computer Hardware · Technology
1 appearance
Latest appearance 2026-05-05
View calls and events
Hp Inc
HPQ
Computer Hardware · Technology
1 appearance
Latest appearance 2025-02-27
View calls and events