Analyst
UBS
Equibles does not estimate personal net worth.
Joe Speck is recorded as Analyst at UBS. Joe Speck has spoken on 8 earnings calls and 1 other investor event across 7 companies, most recently for Adient plc on November 4, 2026. Those appearances were for Visteon Corp (VC), Aptiv PLC (APTV), Adient plc (ADNT), General Motors Co (GM), DANA Inc (DAN) and 2 other companies. The companies whose calls Joe Speck spoke on are classified in the Consumer Cyclical and Technology sectors.
“Look, there's clearly some timing here that changed between, I guess, originally 25 and 26, but now I'm more focused on 26, 27. So I just want to make sure we lay this out correctly.”
“Paul, I just want to go back to one of your answers, I think, earlier to maybe to Ita's question.”
“Maybe just going back to the product portfolio, as you mentioned, it does look fairly complimentary, but are there is there any overlap?”
“Sorry to go back to memory, but just one more point on this. My understanding is some of that additional supply that's coming online is from China. So I just want to make sure your customers are okay with that.”
“I guess I wanted to go back to better understand some of the memory commentary. And I know you're going to be here, you're talking about being limited here and what you're going to say, but in the overall bridge, you're talking about, you know, recoveries, pricing FX being a 2% year over year headwind.”
UBS
Analyst
Transcript header (unverified)
VC
Auto Parts · Consumer Cyclical
APTV
Auto Parts · Consumer Cyclical
ADNT
Auto Parts · Consumer Cyclical
Auto Manufacturers · Consumer Cyclical
DAN
Auto Parts · Consumer Cyclical
DCH
Auto Parts · Consumer Cyclical
Scientific & Technical Instruments · Technology
