NN
Software - Infrastructure · Technology
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Tim Horan is recorded as Analyst at Oppenheimer. Tim Horan has spoken on 13 earnings calls and 1 other investor event across 8 companies, most recently for Amdocs Ltd on August 12, 2026. Those appearances were for Nextnav Inc. (NN), Core Scientific, Inc. (CORZ), RingCentral, Inc. (RNG), Cogent Communications Holdings, Inc. (CCOI), Cloudflare, Inc. (NET) and 3 other companies. The companies whose calls Tim Horan spoke on are classified in the Technology, Communication Services, Industrials and Real Estate sectors.
“My pleasure to be hosting Amdocs again, I think, for maybe the fifth year. And I've hosted probably Anthony, the group president of Amdocs, much, much more often than that, actually.”
“Is there an optimal amount of megawatts you'd like to build per year, and is there kind of an upper limit on that? And just on the behind-the-grid power, what's really on the critical path there?”
“There are two questions, one for you, Vlad, and one for you, J-Bob. But, Vlad, it seems like AI is transforming business phone line utility and, I think, usefulness.”
“On the sensing technology, is there something, does that tie into the P&T, or is that unique to what you guys are doing from a P&T and technology perspective? Does anyone else have that capability?”
“It's been a great quarter, and congratulations on expanding the margins and creating a lot of new products. Vlad, you kind of, well, you invented the UCAS industry and had great vision there.”
Oppenheimer
Analyst
Source not stated
NN
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Application · Technology
Telecom Services · Communication Services
NET
Software - Infrastructure · Technology
DOX
Software - Infrastructure · Technology
Specialty Business Services · Industrials