Analyst
Barclays
Equibles does not estimate personal net worth.
Tim Long is recorded as Analyst at Barclays. Tim Long has spoken on 39 earnings calls and 6 other investor events across 18 companies, most recently for Hewlett Packard Enterprise Co on September 30, 2026. Those appearances were for Hewlett Packard Enterprise Co (HPE), Keysight Technologies, Inc. (KEYS), Ciena Corp (CIEN), NetApp, Inc. (NTAP), Motorola Solutions, Inc. (MSI) and 13 other companies. The companies whose calls Tim Long spoke on are classified in the Technology sector.
“A two-parter, if I could, on the AI networking side. First, you know, nice win with Oracle. As you mentioned, it had been a pretty big Juniper customer. So just curious if that win can propel any other, you know, be used as a reference design or reference case for other, you know, either hyperscale Azure Neo Clouds.”
“On your acquisitions, what's the potential? I mean, is it a target-rich environment for you? Those, you know, that $20 million in revenues? Are there a lot of companies out there that you can go after?”
“First, could you guys give us any updates on Bede program and what you're seeing from federal funding from your operated customers?”
“A two-parter, if I could, on the AI networking side. First, you know, nice win with Oracle. As you mentioned, it had been a pretty big Juniper customer. So just curious if that win can propel any other, you know, be used as a reference design or reference case for other, you know, either hyperscale Azure Neo Clouds.”
“A two-parter, if I could, on the AI networking side. First, you know, nice win with Oracle. As you mentioned, it had been a pretty big Juniper customer. So just curious if that win can propel any other, you know, be used as a reference design or reference case for other, you know, either hyperscale Azure Neo Clouds.”
Barclays
Analyst
Source not stated
Communication Equipment · Technology
Scientific & Technical Instruments · Technology
CIEN
Communication Equipment · Technology
NTAP
Software - Infrastructure · Technology
Communication Equipment · Technology
FN
Electronic Components · Technology
FFIV
Software - Infrastructure · Technology
HPQ
Computer Hardware · Technology
CLS
Electronic Components · Technology
GRMN
Scientific & Technical Instruments · Technology
OOMA
Software - Application · Technology
HLIT
Communication Equipment · Technology
FLEX
Electronic Components · Technology
NTNX
Software - Infrastructure · Technology
GLW
Electronic Components · Technology
