Analyst
UBS
Equibles does not estimate personal net worth.
David Vogt is recorded as Analyst at UBS. David Vogt has spoken on 34 earnings calls across 15 companies, most recently for Td Synnex Corp on September 24, 2026. Those appearances were for Td Synnex Corp (SNX), CDW Corp (CDW), NetApp, Inc. (NTAP), Hp Inc (HPQ), Cisco Systems, Inc. (CSCO) and 10 other companies. The companies whose calls David Vogt spoke on are classified in the Technology sector.
“So I'm going to keep it brief towards you. You've answered a lot of questions. But just a question on demand as we think about the next couple of quarters.”
“And how much of the margin uplift that you're seeing in ISG comes from a like-for-like margin lift as we modernize data centers versus sort of your efficiency improvements and scale economics that you're seeing just from more volume going through the supply chain?”
“So, Karen, I just want to maybe ask a clarifying question about 27 profitability and margins. Can you help us walk through your comment in greater detail about protecting print margins?”
“And, you know, Chuck and Scott, I was going to be the dead horse here. If I think about where your AI orders were a year ago on an LTM basis, I think you guys have done like $2 billion of AI orders.”
UBS
Analyst
Source not stated
SNX
Electronics & Computer Distribution · Technology
CDW
Information Technology Services · Technology
NTAP
Software - Infrastructure · Technology
HPQ
Computer Hardware · Technology
CSCO
Communication Equipment · Technology
CLS
Electronic Components · Technology
EXTR
Communication Equipment · Technology
CISCO-T
Communication Equipment · Technology
AAPL
Consumer Electronics · Technology
JBL
Electronic Components · Technology
CIEN
Communication Equipment · Technology
Communication Equipment · Technology
CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
CISCO-T
