Craig Ellis

Technology

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q3 '25

Focus Areas7 topics

Innovation & R&D2Competitive Dynamics2Demand1Inventory1Capex Investment1Cost Pressure1Capital Allocation1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

MCHPMicrochip Technology2 quarters

2025 Q1

just share an example or two of what those changes are and more importantly, help us understand when would investors see the benefit

Innovation & R&DCompetitive DynamicsView in transcript →

2024 Q4

Can you help us understand where the team is in assessing the right level of front-end and back-end capacity

Capex InvestmentCost PressureView in transcript →

Is it correct that the next maturity beyond that would be in March of 2028

Capital AllocationView in transcript →

SWKSSkyworks Solutions1 quarter

2025 Q3

do you feel like you have the right team in place across all the other functions or do you expect there to be additional changes

Competitive DynamicsInnovation & R&DView in transcript →

can you remind us what fiscal second quarter seasonality is in the eyes of Skyworks

DemandInventoryView in transcript →