Sami Badri
Analyst
Credit Suisse
Equibles does not estimate personal net worth.
About Sami Badri
Sami Badri is recorded as Analyst at Credit Suisse. Sami Badri has spoken on 3 earnings calls across 3 companies, most recently for Arista Networks, Inc. on October 31, 2022. Those appearances were for Arista Networks, Inc. (ANET), Sba Communications Corp (SBAC) and Crown Castle Inc. (CCI). The companies whose calls Sami Badri spoke on are classified in the Technology and Real Estate sectors.
Sami Badri on recent calls
“I think Ita, you have made two references on this call regarding just the trajectory of margins. I think you said that we are probably not going to see an improvement in gross margins for at least a year from now.”
“First, regarding wage inflation: what measures would you take if costs do not normalize and this new pricing level is the new normal? Second, with more formal MLAs in place with telcos, does that make renegotiation of fees and managing margin more complex?”
“There were some references made earlier about the difficulty of the small cell business, and this is kind of the rationale for the competitive advantage that you guys have built over many, many years and even trenched yourselves and have been able to watch where the puck is going.”
Affiliation history
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Credit Suisse
Analyst
Source not stated
Current