CIEN
Communication Equipment · Technology
Analyst
Bank of America
Equibles does not estimate personal net worth.
Tal Liani is recorded as Analyst at Bank of America. Tal Liani has spoken on 15 earnings calls across 11 companies, most recently for Ciena Corp on September 3, 2026. Those appearances were for Ciena Corp (CIEN), Arista Networks, Inc. (ANET), Cisco Systems, Inc. (CSCO), SentinelOne, Inc. (S), ServiceNow, Inc. (NOW) and 6 other companies. The companies whose calls Tal Liani spoke on are classified in the Technology sector.
“Gary, if I told you three years ago that you're going to grow 30%. Can you hear me? Yes, I can hear you.”
“See, the Level 1 ITSM product cycle has been very accelerated for us.”
“What determines the recognition of revenues from it? Is it the completion of data center build out and live traffic going into it? And that means that we're going to have kind of step up in recognition of revenues, like some really good quarters when you finish building out certain capacity?”
“You're a few analysts stuck with the space for it's fun to cover the space um i have um have everyone asked about ai i'm going to ask about the other thing um the most surprising part of your result is actually the billing growth of legacy 32 year-over-year growth in secure networking and checkpoint when they reported…”
“I promised myself to be nice today, so I have a good question for you. I promised to be nice, too. Deferred revenues. Deferred revenues doubled in the last year, And it went up, if I combine short-term, long-term, it went up $826 million.”
Bank of America
Analyst
Source not stated
CIEN
Communication Equipment · Technology
CSCO
Communication Equipment · Technology
Software - Infrastructure · Technology
NOW
Software - Application · Technology
CRWV
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FFIV
Software - Infrastructure · Technology
IDCC
Software - Application · Technology
QCOM
Semiconductors · Technology