Analyst
Northland Capital Markets
Equibles does not estimate personal net worth.
Tim Savage-O is recorded as Analyst at Northland Capital Markets. Tim Savage-O has spoken on 5 earnings calls across 4 companies, most recently for Ribbon Communications Inc. on October 27, 2026. Those appearances were for Maxlinear, Inc (MXL), Ribbon Communications Inc. (RBBN), Aeluma, Inc. (ALMU) and ADTRAN Holdings, Inc. (ADTN). The companies whose calls Tim Savage-O spoke on are classified in the Technology sector.
“Trying to maybe integrate a couple of different comments from both the release and your prepared commentary. And I guess you reference a growing pipeline of data center and other AI opportunities.”
“I'll add my congrats on the results and the outlook. And I wanted to go back to – you're welcome – to kind of market growth, market share type discussion. And Steve, you made a comment earlier in the call about outgrowing the market.”
“And kind of following up on the guidance, I guess, would it be – I think it's about $45 million – would it be fair or perhaps conservative to say the majority of that sequential growth is coming from optical in Q3?”
“The question more focused on the AI infrastructure side. I think last quarter you mentioned, you know, indications of demand accelerating kind of across the ecosystem and that driving some acceleration in activities on your part.”
“Hey, good morning, and congrats on the outlook in particular and some of that operating leverage that you're starting to show.”
Northland Capital Markets
Analyst
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MXL
Semiconductors · Technology
ALMU
Semiconductors · Technology
Communication Equipment · Technology
