Skip to main content
Equibles

George Nauter

Analyst

Wolfe Research

Equibles does not estimate personal net worth.

About George Nauter

George Nauter is recorded as Analyst at Wolfe Research. George Nauter has spoken on 6 earnings calls across 5 companies, most recently for Arista Networks, Inc. on November 3, 2026. Those appearances were for Arista Networks, Inc. (ANET), Lumentum Holdings Inc. (LITE), ADTRAN Holdings, Inc. (ADTN), Celestica Inc (CLS) and Applied Optoelectronics, Inc. (AAOI). The companies whose calls George Nauter spoke on are classified in the Technology sector.

George Nauter on recent calls

“I was just curious about the big sequential jump in R&D. It was... Really, really significant. I'm just wondering if that included some one-time items. Also, is this the new run rate in R&D going forward?”
Analyst — Wolfe Research, Arista Networks Q3 2026 Earnings Conference Call & Webcast ·
“I guess I wanted to ask about indium phosphide substrate supply.”
Analyst — Wolfe Research, Q4 2026 Lumentum Earnings Conference Call ·
“My question was just on the bigger picture view on all these technology changes going on in the marketplace, CPO, NPO, XPO. Obviously, customers are building next generation racks and switch platforms.”
Analyst — Wolfe Research, Arista Networks Q2 2026 Earnings Conference Call & Webcast ·
“I wanted to – you mentioned, you know, cloud revenue and your cloud business. Can you remind us what percentage of sales comes from cloud operators? Do you have a sense for that?”
Analyst — Wolfe Research, ADTRAN Holdings, Inc. Q1 FY2026 Earnings Call ·
“I guess I wanted to come back to the CPO when you announced here. Is that an existing customer for networking infrastructure? Is that a brand new customer? And then also I'm wondering if it's an existing customer.”
Analyst — Wolfe Research, Celestica Inc Q1 FY2026 Earnings Call ·

Affiliation history

  • Wolfe Research

    Analyst

    Transcript header (unverified)

    Current

Company network

Recent activity