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Equibles

Wamsi Mohan

Analyst

Bank of America

Equibles does not estimate personal net worth.

About Wamsi Mohan

Wamsi Mohan is recorded as Analyst at Bank of America. Wamsi Mohan has spoken on 52 earnings calls and 6 other investor events across 16 companies, most recently for Western Digital Corp on October 22, 2026. Those appearances were for Hewlett Packard Enterprise Co (HPE), Seagate Technology Holdings plc (STX), Hp Inc (HPQ), TE Connectivity plc (TEL), International Business Machines Corp (IBM) and 11 other companies. The companies whose calls Wamsi Mohan spoke on are classified in the Technology sector.

Wamsi Mohan on recent calls

“Irving, I was wondering if you could just address this angst around incremental capacity ads from the smallest player in the market, and there's been some chatter around potential consolidation in the industry.”
Analyst — Bank of America, Western Digital First Quarter Fiscal 2027 Earnings Call ·
“Thanks for the color you just shared on TP, but maybe if we could just double click on that i mean last quarter you were thinking that tp might be down low to single digits for the second half and you called it a 27 growth vector it grew 10 instead so maybe jim as part of those like you know a quarter of software um…”
Analyst — Bank of America, International Business Machines Corp Q3 FY2026 Earnings Call ·
“I was wondering if you could share any more details around your $3.5 billion inferencing deal that you signed. What exactly is part of that? And can you talk a little bit about the economics around this?”
Analyst — Bank of America, HPE Networking Investor Day ·
“I was wondering if you could share any more details around your $3.5 billion inferencing deal that you signed. What exactly is part of that? And can you talk a little bit about the economics around this?”
Analyst — Bank of America, Wolfe Research TMT Conference 2026 ·
“I was wondering if you could share any more details around your $3.5 billion inferencing deal that you signed. What exactly is part of that? And can you talk a little bit about the economics around this?”
Analyst — Bank of America, Wolfe Research TMT Conference 2026 and Goldman Sachs Communacopia + Technology Conference 2026 ·

Affiliation history

  • Bank of America

    Analyst

    Source not stated

    Current

Company network

Recent activity

Show 46 earlier activities