Analyst
JP Morgan
Equibles does not estimate personal net worth.
Joe Cardoso is recorded as Analyst at JP Morgan. Joe Cardoso has spoken on 6 earnings calls across 5 companies, most recently for Axon Enterprise, Inc. on August 5, 2026. Those appearances were for Wolfspeed, Inc. (WOLF), Axon Enterprise, Inc. (AXON), CDW Corp (CDW), Logitech International S.A. (LOGI) and Fabrinet (FN). The companies whose calls Joe Cardoso spoke on are classified in the Technology and Industrials sectors.
“Maybe you wanted to touch on the body camera shipments commentary that you made in terms of sequential growth going into 3Q. You know, I guess first question is more so any way you can kind of contextualize the growth that you're seeing from there and maybe bifurcating it between Axon Body Mini and maybe Axon Body 4.”
“Maybe first, you know, it sounds like you're seeing much stronger hardware revenue than you envisioned 90 days ago, but at the same time, you're also highlighting constraints and shipments delays inhibiting your ability to fulfill demand here.”
“Maybe just on the follow-up is more on the gaming side, and sorry if I missed this, but you talked about growing in all regions.”
“Maybe for my first one, you know, in a similar vein to the prior question on kind of the growth prospects for the company kind of heading into next year, you know, just given these multiple customer ramps across various and different products, some of them being kind of newer to the portfolio, anything we should keep…”
JP Morgan
Analyst
Transcript header (unverified)
WOLF
Semiconductors · Technology
CDW
Information Technology Services · Technology
FN
Electronic Components · Technology
