Thomas O’Malley
Analyst, Barclays
Earnings-call appearances
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Micron Technology Inc Q2 FY2026 Earnings Call2026-06-24
Micron Technology Inc (MU)
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Advanced Micro Devices Inc Q1 FY2026 Earnings Call2026-05-05
Advanced Micro Devices Inc (AMD)
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Western Digital Corp Q2 FY2026 Earnings Call2026-04-30
Western Digital Corp (WDC)
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NXP Semiconductors N.V. Q1 FY2026 Earnings Call2026-04-28
NXP Semiconductors N.V. (NXPI)
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MACOM Technology Solutions Holdings, Inc. Q1 FY2026 Earnings Call2026-02-05
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Coherent Corp. Q2 FY2026 Earnings Call2026-02-04
Coherent Corp. (COHR)
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Texas Instruments Inc Q4 FY2025 Earnings Call2026-01-27
Texas Instruments Inc (TXN)
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Credo Technology Group Holding Ltd Q2 FY2026 Earnings Call2025-12-01
Credo Technology Group Holding Ltd (CRDO)
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PBF Energy Inc. Q3 FY2025 Earnings Call2025-10-30
PBF Energy Inc. (PBF)
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Kla Corp Q1 FY2026 Earnings Call2025-10-29
Kla Corp (KLAC)
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NXP Semiconductors N.V. Q3 FY2025 Earnings Call2025-10-28
NXP Semiconductors N.V. (NXPI)
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Qorvo, Inc. Q1 FY2026 Earnings Call2025-10-28
Qorvo, Inc. (QRVO)
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Lumentum Holdings Inc. Q4 FY2025 Earnings Call2025-08-12
Lumentum Holdings Inc. (LITE)
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MACOM Technology Solutions Holdings, Inc. Q3 FY2025 Earnings Call2025-08-07
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Veeco Instruments Inc Q2 FY2025 Earnings Call2025-08-06
Veeco Instruments Inc (VECO)
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SITIME Corp Q2 FY2025 Earnings Call2025-08-06
SITIME Corp (SITM)
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Astera Labs, Inc. Q2 FY2025 Earnings Call2025-08-05
Astera Labs, Inc. (ALAB)
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Seagate Technology Holdings plc Q4 FY2025 Earnings Call2025-07-29
Seagate Technology Holdings plc (STX)
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NXP Semiconductors N.V. Q2 FY2025 Earnings Call2025-07-22
NXP Semiconductors N.V. (NXPI)
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Camtek Ltd Q2 FY2025 Earnings Call2025-06-30
Camtek Ltd (CAMT)
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Skyworks Solutions, Inc. Q2 FY2025 Earnings Call2025-05-07
Skyworks Solutions, Inc. (SWKS)
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Coherent Corp. Q3 FY2025 Earnings Call2025-05-07
Coherent Corp. (COHR)
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Astera Labs, Inc. Q1 FY2025 Earnings Call2025-05-06
Astera Labs, Inc. (ALAB)
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Intel Corp Q1 FY2025 Earnings Call2025-04-24
Intel Corp (INTC)
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Texas Instruments Inc Q1 FY2025 Earnings Call2025-04-23
Texas Instruments Inc (TXN)
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Credo Technology Group Holding Ltd Q3 FY2025 Earnings Call2025-03-04
Credo Technology Group Holding Ltd (CRDO)
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Lumentum Holdings Inc. Q2 FY2025 Earnings Call2025-02-06
Lumentum Holdings Inc. (LITE)
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NXP Semiconductors N.V. Q4 FY2024 Earnings Call2025-02-04
NXP Semiconductors N.V. (NXPI)
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Cirrus Logic, Inc. Q3 FY2025 Earnings Call2025-02-04
Cirrus Logic, Inc. (CRUS)
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Qorvo, Inc. Q2 FY2025 Earnings Call2025-01-28
Qorvo, Inc. (QRVO)
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Texas Instruments Inc Q4 FY2024 Earnings Call2025-01-23
Texas Instruments Inc (TXN)
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Seagate Technology Holdings plc Q2 FY2025 Earnings Call2025-01-21
Seagate Technology Holdings plc (STX)
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Credo Technology Group Holding Ltd Q2 FY2025 Earnings Call2024-12-02
Credo Technology Group Holding Ltd (CRDO)
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Cirrus Logic, Inc. Q2 FY2025 Earnings Call2024-11-04
Cirrus Logic, Inc. (CRUS)
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Astera Labs, Inc. Q3 FY2024 Earnings Call2024-11-04
Astera Labs, Inc. (ALAB)
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Texas Instruments Inc Q3 FY2024 Earnings Call2024-10-22
Texas Instruments Inc (TXN)
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Micron Technology Inc Q3 FY2024 Earnings Call2024-09-25
Micron Technology Inc (MU)
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Credo Technology Group Holding Ltd Q1 FY2025 Earnings Call2024-09-04
Credo Technology Group Holding Ltd (CRDO)
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SITIME Corp Q2 FY2024 Earnings Call2024-08-07
SITIME Corp (SITM)
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Veeco Instruments Inc Q2 FY2024 Earnings Call2024-08-06
Veeco Instruments Inc (VECO)
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Astera Labs, Inc. Q2 FY2024 Earnings Call2024-08-06
Astera Labs, Inc. (ALAB)
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MACOM Technology Solutions Holdings, Inc. Q3 FY2024 Earnings Call2024-08-01
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Silicon Laboratories Inc. Q2 FY2025 Earnings Call2024-07-31
Silicon Laboratories Inc. (SLAB)
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Qorvo, Inc. Q4 FY2024 Earnings Call2024-07-30
Qorvo, Inc. (QRVO)
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Silicon Laboratories Inc. Q1 FY2025 Earnings Call2024-07-24
Silicon Laboratories Inc. (SLAB)
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NXP Semiconductors N.V. Q2 FY2024 Earnings Call2024-07-23
NXP Semiconductors N.V. (NXPI)
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Broadcom Inc. Q2 FY2024 Earnings Call2024-06-12
Broadcom Inc. (AVGO)
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Credo Technology Group Holding Ltd Q4 FY2024 Earnings Call2024-05-29
Credo Technology Group Holding Ltd (CRDO)
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Cirrus Logic, Inc. Q4 FY2024 Earnings Call2024-05-07
Cirrus Logic, Inc. (CRUS)
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Astera Labs, Inc. Q1 FY2024 Earnings Call2024-05-07
Astera Labs, Inc. (ALAB)
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MACOM Technology Solutions Holdings, Inc. Q2 FY2024 Earnings Call2024-05-02
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Texas Instruments Inc Q1 FY2024 Earnings Call2024-04-23
Texas Instruments Inc (TXN)
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Seagate Technology Holdings plc Q3 FY2024 Earnings Call2024-04-23
Seagate Technology Holdings plc (STX)
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Credo Technology Group Holding Ltd Q3 FY2024 Earnings Call2024-02-27
Credo Technology Group Holding Ltd (CRDO)
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Applied Materials Inc /De Q1 FY2024 Earnings Call2024-02-15
Applied Materials Inc /De (AMAT)
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Allegro Microsystems, Inc. Q3 FY2024 Earnings Call2024-02-01
Allegro Microsystems, Inc. (ALGM)
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MACOM Technology Solutions Holdings, Inc. Q1 FY2024 Earnings Call2024-02-01
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Seagate Technology Holdings plc Q2 FY2024 Earnings Call2024-01-24
Seagate Technology Holdings plc (STX)
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Arm Holdings PLC /Uk Q3 FY2024 Earnings Call2023-12-31
Arm Holdings PLC /Uk (ARM)
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Credo Technology Group Holding Ltd Q2 FY2024 Earnings Call2023-11-29
Credo Technology Group Holding Ltd (CRDO)
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Veeco Instruments Inc Q3 FY2023 Earnings Call2023-11-06
Veeco Instruments Inc (VECO)
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Silicon Laboratories Inc. Q2 FY2024 Earnings Call2023-07-31
Silicon Laboratories Inc. (SLAB)
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Silicon Laboratories Inc. Q1 FY2024 Earnings Call2023-07-26
Silicon Laboratories Inc. (SLAB)
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Silicon Laboratories Inc. Q4 FY2023 Earnings Call2023-02-01
Silicon Laboratories Inc. (SLAB)
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Western Digital Corp Q2 FY2023 Earnings Call2023-01-31
Western Digital Corp (WDC)
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MACOM Technology Solutions Holdings, Inc. Q4 FY2022 Earnings Call2022-11-03
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Seagate Technology Holdings plc Q1 FY2023 Earnings Call2022-10-26
Seagate Technology Holdings plc (STX)
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Penguin Solutions, Inc. Q4 FY2022 Earnings Call2022-10-04
Penguin Solutions, Inc. (PENG)
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Coherent Corp. Q4 FY2022 Earnings Call2022-08-24
Coherent Corp. (COHR)
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Seagate Technology Holdings plc Q4 FY2022 Earnings Call2022-07-21
Seagate Technology Holdings plc (STX)
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Camtek Ltd Q2 FY2022 Earnings Call2022-06-30
Camtek Ltd (CAMT)
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Camtek Ltd Q1 FY2022 Earnings Call2022-03-31
Camtek Ltd (CAMT)
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SITIME Corp Q4 FY2021 Earnings Call2022-02-02
SITIME Corp (SITM)
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Camtek Ltd Q3 FY2021 Earnings Call2021-09-30
Camtek Ltd (CAMT)
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Seagate Technology Holdings plc Q4 FY2021 Earnings Call2021-07-21
Seagate Technology Holdings plc (STX)
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Camtek Ltd Q2 FY2021 Earnings Call2021-06-30
Camtek Ltd (CAMT)
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Western Digital Corp Q3 FY2021 Earnings Call2021-04-30
Western Digital Corp (WDC)
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Seagate Technology Holdings plc Q3 FY2021 Earnings Call2021-04-22
Seagate Technology Holdings plc (STX)