Analyst
DMB Capital
Equibles does not estimate personal net worth.
John Dillon is recorded as Analyst at DMB Capital. John Dillon has spoken on 4 earnings calls and 1 other investor event across 1 company, most recently for Vicor Corp on October 20, 2026. The companies whose calls John Dillon spoke on are classified in the Technology sector.
“With the exception of Vicor, I've never heard of any company claiming that power supplies could enable higher performance processors. Yet, Cerebus just announced a new CS4 AI processor, and Angela Young, the senior VP of products, stated that the wafer scale engine stayed the same as the CS3.”
“And guys, congratulations on a great quarter. I've got a follow-up to the last question. And that's that you've stayed your goals of $2.5 billion in revenue coming up here.”
“Phil, I wanted to go back to the customers you talked about before in Q3 and Q4. I kind of got the impression that you had design wins, and these customers couldn't find alternative ways to power their new AR processors.”
“Phil, I've got a follow-up question to Richard, and that's the second-gen VPD deliveries to your lead customer. Have you achieved the 133% solution yet, or when do you expect to?”
“Phil, I wanted to go back to the customers you talked about before in Q3 and Q4. I kind of got the impression that you had design wins, and these customers couldn't find alternative ways to power their new AR processors.”
DMB Capital
Analyst
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VICR
Electronic Components · Technology
