Analyst
K. Liu and Company
Equibles does not estimate personal net worth.
Kevin Liu is recorded as Analyst at K. Liu and Company. Kevin Liu has spoken on 7 earnings calls across 3 companies, most recently for Peraso Inc. on August 11, 2026. Those appearances were for Peraso Inc. (PRSO), Netscout Systems Inc (NTCT) and Dhi Group, Inc. (DHX). The companies whose calls Kevin Liu spoke on are classified in the Technology sector.
“Maybe just a couple of follow-ons on the defense opportunities that you have. Can you talk about, you know, the pipeline and more specifically, how soon do you think you can kind of get the second and third production customer?”
“But just on the cybersecurity side of things, I'm curious if you heard anything from customers about the impact of the Mythos model introduction and how fears over AI exploits and the like could affect things.”
“Please go ahead. hi good afternoon guys a couple questions just starting on the dice front uh with the new introduction of the model context protocol server i'm curious if that's monetizable uh from your perspective and just how you kind of think uh you know ai interfaces change uh your go-to market or monetization…”
“I wanted to start here first on kind of the supply chain challenges that impacted the Q1 orders. Did you guys see that affect other orders outside of the large one that was shipped here in Q2?”
“I just wanted to start with your FWA business. You guys kind of talked about the resurgence you saw in sales to customers last year.”
K. Liu and Company
Analyst
Transcript header (unverified)
PRSO
Semiconductors · Technology
NTCT
Software - Infrastructure · Technology
DHX
Software - Application · Technology
