INTEL-T
Semiconductors · Technology
2 appearances
Latest appearance 2026-10-29
Analyst
Melius (transcribed as Elyas)
Equibles does not estimate personal net worth.
Ben Reitzes is recorded as Analyst at Melius (transcribed as Elyas). Ben Reitzes has spoken on 3 earnings calls across 2 companies, most recently for INTEL-T on October 29, 2026. Those appearances were for INTEL-T and Western Digital Corp (WDC). The companies whose calls Ben Reitzes spoke on are classified in the Technology sector.
“I wanted to ask about some of the issues that you noted for 4Q and that may linger into 1Q and see if you can kind of size them versus prior expectations and then when they get better.”
“I wanted to ask you, given the product ramp and improving demand environment, should we expect the first quarter fiscal to represent the low point for both sequential revenue growth and incremental margins with acceleration as we move throughout the year with regard to FY27?”
“My first question is about seasonality throughout the year. So, you know, Dave and Lipu, I mean, you're subseasonal in the first quarter. You said you'd be well above seasonal if you had the supply.”
Melius (transcribed as Elyas)
Analyst
Transcript header (unverified)
INTEL-T
Semiconductors · Technology
Q3 2026 Intel Corporation Earnings Conference Call
INTEL-T
Q4 2025 Intel Corporation Earnings Conference Call
INTEL-T