Analyst
Lake Street Capital Markets
Equibles does not estimate personal net worth.
Max Michaelis is recorded as Analyst at Lake Street Capital Markets. Max Michaelis has spoken on 10 earnings calls across 9 companies, most recently for Photronics Inc on August 26, 2026. Those appearances were for Intest Corp (INTT), Photronics Inc (PLAB), Quantum Computing Inc. (QUBT), Benchmark Electronics Inc (BHE), Ondas Inc. (ONDS) and 4 other companies. The companies whose calls Max Michaelis spoke on are classified in the Technology, Industrials and Healthcare sectors.
“First one for me, just on the quarter, knowing Q2, You guys had some issues related to design releases being delayed. I know that kind of was what drove the growth in Q3 for high-end IC.”
“Just going to the order numbers, semi-obviously up nicely this quarter. I mean, can you give us a sense? Was that in line with internal expectations and maybe not, you can't give exact detail, but maybe help us out how you expect orders to trend throughout Q3 and Q4?”
“Just curious to know how that's trended in the past month or two.”
“I mean, you're seeing a significant ramp in AI-related revenue. I mean, the clustered AI, the on-prem cloud programs you've kind of mentioned.”
“First one from me, you went over in the presentation, I think it was 45 programs for a potential program revenue of $4.3 billion. Can you help give us a sense of sort of what the internal expectations in terms of like a win rate around those programs are?”
Lake Street Capital Markets
Analyst
Transcript header (unverified)
INTT
Semiconductor Equipment & Materials · Technology
PLAB
Semiconductor Equipment & Materials · Technology
ONDS
Communication Equipment · Technology
ALNT
Electronic Components · Technology
Electrical Equipment & Parts · Industrials
UFPT
Medical Devices · Healthcare
TRNS
Specialty Business Services · Industrials
