Janet Ramkissoon

Technology

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

Companies

Questions

20%

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

Challenge Trend

Q3 '24Q2 '25

Focus Areas8 topics

Geographic Expansion2Demand2Margin1Cloud & AI1Fx1Macroeconomic1Regulation Policy1Capex Investment1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

MCHPMicrochip Technology20% challenging3 quarters

2025 Q2

Given the recent decline in the U.S. dollar, how does that affect you

FxMacroeconomicView in transcript →

Any insights on what's going on in that market

Geographic ExpansionDemandView in transcript →

2025 Q1

At what point do you think that you might have to revisit your margin targets?

MarginCloud & AIView in transcript →

Can you give me a sense of what your exposure is to some of these new markets

DemandGeographic ExpansionView in transcript →

2024 Q3

Is there any color that you could provide that could help us understand why this was awarded and nothing has happened

ChallengingRegulation PolicyCapex InvestmentView in transcript →