Analyst
Deep Dive Equity Research
Equibles does not estimate personal net worth.
Rod Bourgeois is recorded as Analyst at Deep Dive Equity Research. Rod Bourgeois has spoken on 13 earnings calls and 1 other investor event across 3 companies, most recently for Unisys Corp on July 30, 2026. Those appearances were for DXC Technology Co (DXC), Unisys Corp (UIS) and Cognizant Technology Solutions Corp (CTSH). The companies whose calls Rod Bourgeois spoke on are classified in the Technology sector.
“Hey, I want to start by asking about the client spending environment with all of the shifting priorities that have occurred. Clearly, IBM encountered some client spending issues in its recent quarter with heightened client costs on AI infrastructure crowding out some of their larger deals.”
“Hey, I want to ask about how AI is impacting data center activities and spending priorities and how this is affecting your demand. You had IBM get hit by clients shifting their spending priorities.”
“If you could give your perspective on the net impact that AI is having on your revenue growth trajectory, and if you could share anything about, you know, what the mix of your business is that's being driven by AI-related services. and to the extent that there's AI positives and AI negatives, how is that equation…”
“Hey, so it was helpful to hear some of your AI initiatives across your different segments and the accelerator work and the service experience work and so on.”
“Hey, I want to ask about how AI is impacting data center activities and spending priorities and how this is affecting your demand. You had IBM get hit by clients shifting their spending priorities.”
Deep Dive Equity Research
Analyst
Transcript header (unverified)
Information Technology Services · Technology
UIS
Information Technology Services · Technology
Information Technology Services · Technology
