Sebastian Naj

Analyst

William Blair

Equibles does not estimate personal net worth.

About Sebastian Naj

Sebastian Naj is recorded as Analyst at William Blair. Sebastian Naj has spoken on 8 earnings calls and 3 other investor events across 6 companies, most recently for Credo Technology Group Holding Ltd on September 1, 2026. Those appearances were for Credo Technology Group Holding Ltd (CRDO), Arm Holdings PLC (ARM), Rambus Inc (RMBS), Silicon Motion Technology CORP (SIMO), Arista Networks, Inc. (ANET) and 1 other company. The companies whose calls Sebastian Naj spoke on are classified in the Technology sector.

Sebastian Naj on recent calls

“I just wanted to maybe ask a bit about pilot and some of the telemetry data that that your your solutions are picking up as your installed base grows are you accumulating enough link level telemetry that the data itself has become giving a bit of a competitive advantage for example allowing you to identify failure…”

Analyst — William Blair, Q1 FY2027 Earnings Conference Call · September 1, 2026

“First, I just wanted to ask about what you're seeing in the mobile market and specifically at the Chinese smartphone makers. Last night, Qualcomm reported and posited that Calendar Q2 will be the trough for China handset demand in their business.”

Analyst — William Blair, Silicon Motion Technology Corp Q2 2026 Earnings Conference Call · July 30, 2026

“My question is on the smartphone market. Because of the much higher memory handset cost, handset OEMs are absorbing meaningfully more BOM inflation. They're starting to raise prices.”

Analyst — William Blair, Earnings conference call (announced in 6-K) · July 29, 2026

“My question is on the smartphone market. Because of the much higher memory handset cost, handset OEMs are absorbing meaningfully more BOM inflation. They're starting to raise prices.”

Analyst — William Blair, Conference Call Webcast · July 29, 2026