Jeremy Kwan

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

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

Focus Areas4 topics

Cloud & AI1Revenue Growth1Supply Chain1Trade Tariffs1

Question History2 questions

MRVLMarvell Technology1 quarter

2025 Q3

How much of your custom products revenue that you expect in the second half is coming from some of these new programs

Cloud & AIRevenue GrowthView in transcript →

is there any impact that you're seeing from supply constraints anywhere along the supply chain? Any impact from tariffs

Supply ChainTrade TariffsView in transcript →