Analyst
Bernstein
Equibles does not estimate personal net worth.
Mark Newman is recorded as Analyst at Bernstein. Mark Newman has spoken on 14 earnings calls and 7 other investor events across 6 companies, most recently for Western Digital Corp on October 22, 2026. Those appearances were for Hewlett Packard Enterprise Co (HPE), Sandisk Corp (SNDK), Seagate Technology Holdings plc (STX), Hp Inc (HPQ), Super Micro Computer, Inc. (SMCI) and 1 other company. The companies whose calls Mark Newman spoke on are classified in the Technology sector.
“I wonder if I could just ask a bit more on the pricing. Pricing continues to be extremely strong, and this last quarter seems to be further accelerating. You talked about demand visibility all the way to 2030, 2031.”
“Digging a bit more into the server side, you reported server revenue up 35% year on year. Obviously, you've got some AI servers in there. So I think if you take that out, it implies that traditional servers are growing a bit faster than that number.”
“Digging a bit more into the server side, you reported server revenue up 35% year on year. Obviously, you've got some AI servers in there. So I think if you take that out, it implies that traditional servers are growing a bit faster than that number.”
“Digging a bit more into the server side, you reported server revenue up 35% year on year. Obviously, you've got some AI servers in there. So I think if you take that out, it implies that traditional servers are growing a bit faster than that number.”
“Digging a bit more into the server side, you reported server revenue up 35% year on year. Obviously, you've got some AI servers in there. So I think if you take that out, it implies that traditional servers are growing a bit faster than that number.”
Bernstein
Analyst
Transcript header (unverified)
Communication Equipment · Technology
SNDK
Computer Hardware · Technology
HPQ
Computer Hardware · Technology
