Specialty Business Services · Industrials
Josh Chen
Analyst
UBS
Equibles does not estimate personal net worth.
About Josh Chen
Josh Chen is recorded as Analyst at UBS. Josh Chen has spoken on 4 earnings calls and 2 other investor events across 6 companies, most recently for TIC Solutions, Inc. on May 19, 2026. Those appearances were for TIC Solutions, Inc. (TIC), Rollins Inc (ROL), Upwork, Inc (UPWK), Ziprecruiter, Inc. (ZIP), APi Group Corp (APG) and 1 other company. The companies whose calls Josh Chen spoke on are classified in the Industrials, Consumer Cyclical and Communication Services sectors.
Josh Chen on recent calls
“How do you, you know, there's a, I was talking to somebody that was legal for a large EPC, and they told me an acronym, RTFC.”
“First on marketing, I think there was some allusion to AI. And then different brands have different method to go to the market. I was wondering if the brands that have more performance marketing focus have seen any change in terms of the effectiveness of performance marketing.”
“Could you talk about kind of these assets in particular, you know, how maybe give an example of how they will work once you integrate into your Upwork platform and, you know, kind of how things will flow through the revenue and GSD in terms of how you're going to report it.”
“So I guess in light of your comments about the bounds of uncertainty within the macro, how do you expect to manage your investment trajectory if the signals could change and even go back and forth?”
“You did mention that Q1 is impacted by weather. I guess, does that mean it has a disproportional impact on specialty? And could you just kind of talk to whether the 5% type organic growth you had in safety in Q4 is roughly sustainable for the year?”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
ROL
Personal Services · Consumer Cyclical
UPWK
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services
APG
Engineering & Construction · Industrials
KFRC
Staffing & Employment Services · Industrials