Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Arun Jairam is recorded as Analyst at J.P. Morgan. Arun Jairam has spoken on 4 earnings calls and 1 other investor event across 4 companies, most recently for ExxonMobil Holdings Corp on July 31, 2026. Those appearances were for Baker Hughes Co (BKR), ExxonMobil Holdings Corp (XOM), ANTERO RESOURCES Corp (AR) and Liberty Energy Inc. (LBRT). The companies whose calls Arun Jairam spoke on are classified in the Energy sector.
“Darren, I was wondering if you could help us understand what you're seeing on the ground in terms of the Stratocormus. Perhaps you could highlight what you saw in July, just given the disruption impacts.”
“Mike, I was wondering if you could talk us through the timing of further reaching your cost reduction target of $0.70 per MCFE. It sounds like you're halfway or nearly halfway there to the integration of HG, but give us a sense of how that will play out.”
“I was wondering if you could, yeah, good morning. I was wondering if you could peel a layer of the onion on your capacity expansion plans through 2029. You highlighted a $5 billion power systems revenue opportunity by 2029.”
“Ron, you discussed in your prepare remarks some trends towards perhaps the disintermediation of the developers, and you're having more direct interaction with the hyperscale.”
“You guys have called a more muscular approach to the portfolio more recently with the three transactions announced in June.”
J.P. Morgan
Analyst
Transcript header (unverified)
BKR
Oil & Gas Equipment & Services · Energy
LBRT
Oil & Gas Equipment & Services · Energy
