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Equibles

John Todaro

Analyst

Needham & Company

Analyst

speaking for Serge Belanger)

Equibles does not estimate personal net worth.

About John Todaro

John Todaro is recorded as Analyst at Needham & Company and Analyst at speaking for Serge Belanger). John Todaro has spoken on 28 earnings calls and 1 other investor event across 14 companies, most recently for Applied Digital Corp. on October 7, 2026. Those appearances were for Circle Internet Group, Inc. (CRCL), Applied Digital Corp. (APLD), Core Scientific, Inc. (CORZ), IREN Ltd (IREN), GPGI, Inc. (GPGI) and 9 other companies. The companies whose calls John Todaro spoke on are classified in the Financial Services, Technology and Industrials sectors.

John Todaro on recent calls

“As we look after the four gigawatts or so by year-end 2030, I guess just what steps do you need to take to ensure you kind of get there? How much is reliant on base electron?”
Analyst — Needham and Company LLC, Q1 2027 Earnings Call ·
“I guess you could dig a little bit more into the conversations with potential tenants as all these moratoriums are kind of popping up. I'm just kind of curious how those conversations are going.”
Analyst — Needham, Ionic Digital Inc. Q2 FY2026 Earnings Call ·
“So, you know, how does the BlackRock launching or integrating Biddle on Circle's arc chain impact you guys, if at all? And then on that second BlackRock fund, the Tablecoin Reserve product, you mentioned it was a little bit more complex or demanding of a product, if I heard correctly.”
Analyst — Needham & Company, Securitize Corp. Q2 FY2026 Earnings Call ·
“I was wondering if we could spend just a little bit more time on X402. Understand USDC pretty much dominates that right now at 99% plus. There are some other competitors who are looking to launch stable coins and operate within that.”
Analyst — Needham, Circle Internet Group, Inc. Q2 FY2026 Earnings Call ·
“Two, if I may, first one, just on the potential expansion with AMD, looks like 1.5 gigawatts of that is, as stated, you know, behind the meter and then the load study.”
Analyst — Needham and Company LLC, Core Scientific, Inc./tx Q2 FY2026 Earnings Call ·

Affiliation history

  • Needham & Company

    Analyst

    Source not stated

    Current

  • speaking for Serge Belanger)

    Analyst

    Source not stated

    Current

Company network

Recent activity

Show 17 earlier activities