Analyst
Loop Capital
Equibles does not estimate personal net worth.
Alec Valero is recorded as Analyst at Loop Capital. Alec Valero has spoken on 8 earnings calls across 5 companies, most recently for Td Synnex Corp on September 24, 2026. Those appearances were for Td Synnex Corp (SNX), Hp Inc (HPQ), Xerox Holdings Corp (XRX), NetApp, Inc. (NTAP) and Ceva Inc (CEVA). The companies whose calls Alec Valero spoke on are classified in the Technology and Industrials sectors.
“So you've mentioned that you're seeing more growth in enterprise. It sounds like this is something that's going to continue. Can you talk to the kinds of things that enterprise customers are prioritizing?”
“My question is more so on your free cash flow guide. So I know your April free cash flow guide was $250, and it's $250 again, but now you're receiving the $80 million in the tariff receivable.”
“On Hive, obviously you said manufacturing is now two thirds of that. What can we expect that mix to look like throughout the year?”
“My first question is on your fiscal 2026 guidance. What specifically would need to improve in fiscal 26 to turn toward the high end of your guidance range or even above the high end of the guidance?”
Loop Capital
Analyst
Transcript header (unverified)
SNX
Electronics & Computer Distribution · Technology
HPQ
Computer Hardware · Technology
Business Equipment & Supplies · Industrials
NTAP
Software - Infrastructure · Technology
CEVA
Semiconductors · Technology
