Matthew O'Brien
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
About Matthew O'Brien
Matthew O'Brien is recorded as Analyst at Piper Sandler. Matthew O'Brien has spoken on 41 earnings calls across 19 companies, most recently for Medtronic plc on September 1, 2026. Those appearances were for Integer Holdings Corp (ITGR), Dexcom Inc (DXCM), Insulet Corp (PODD), SI-BONE, Inc. (SIBN), Shoulder Innovations, Inc. (SI) and 14 other companies. The companies whose calls Matthew O'Brien spoke on are classified in the Healthcare sector.
Matthew O'Brien on recent calls
“On renal denervation, I just want to be sure I'm clear on the message here because obviously Cass is doing really well. So how are you thinking about the trajectory of that business now, the market opportunity, any updates on what you're thinking in terms of the market?”
“Maybe, for starters, on the guidance side of things, if you look at the – it's good to see a bump up in the back half of the year, and I understand seasonality and mixed changes, but this time last year you saw a pretty meaningful bump up second half of the year versus the first half, this year it's essentially flat…”
“Maybe Leo was just talking about the guide in the back half. It's good to see you bumping it up by more than a beat here in Q2, but it does still imply a little bit of a D-cell second half versus first half.”
“For starters, maybe Anshul, just on the guide for the year, you know, good to see Q2 come in a little bit above expectations. But if you do the math on the back half, it's about a $500,000 increase to the midpoint, you know, versus a million that you just put up.”
“Kevin or Preston, I hate to keep harping on this, this back half, because I think everybody's really nervous now about your ability to hit the back half numbers, but you keep talking about this production ramp, your facilities being able to meet this sizable ramp in the back half.”
Affiliation history
-
Piper Sandler
Analyst
Source not stated
Current
Company network
DXCM
Medical Devices · Healthcare
PODD
Medical Devices · Healthcare
SIBN
Medical Devices · Healthcare
SYK
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare
TELA
Medical Devices · Healthcare
HTFL
Health Information Services · Healthcare
TFX
Medical Instruments & Supplies · Healthcare
MDT
Medical Devices · Healthcare
CARL
Health Information Services · Healthcare
ATRC
Medical Instruments & Supplies · Healthcare
KIDS
Medical Devices · Healthcare
CNMD
Medical Devices · Healthcare