AXTI
Semiconductor Equipment & Materials · Technology
Analyst
Craig-Hallum
Equibles does not estimate personal net worth.
Richard Shannon is recorded as Analyst at Craig-Hallum. Richard Shannon has spoken on 15 earnings calls across 10 companies, most recently for Axt Inc on October 29, 2026. Those appearances were for Axt Inc (AXTI), Everspin Technologies Inc. (MRAM), Navitas Semiconductor Corp (NVTS), AEye, Inc. (LIDR), Lightpath Technologies Inc (LPTH) and 5 other companies. The companies whose calls Richard Shannon spoke on are classified in the Technology sector.
“Thanks, Morris, Gary, and Tim for take my questions, and I'll congratulate you guys again on another very strong quarter. Keep up the great work here. My first question is on gross margins.”
“Apologies for any ambient noise here in the loud area. Sam, I want to follow up on NGSRI. You made some prepared remarks here about not seeing any risk in the contracting proposal, I think is the term used by the governments of the Army for this.”
“Well, maybe I'll ask a way of thinking about the last question more directly here in terms of the guidance for the quarter here and think about it holistically here.”
“When you talk about the four stages of inflection within AI data centers, are there any particular stages of inflection that you feel relatively more or less confident about the share you're going to get?”
“Jumped on a little late, so I may have missed some of the prepared remarks here, so I hope I don't repeat some past questions here.”
Craig-Hallum
Analyst
Source not stated
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