Karan Juvekar

Technology

Limited coverage. Only 4 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

Q3 '24Q4 '24

Focus Areas7 topics

Innovation & R&D2Demand2Product Launch2Margin1Supply Chain1Inventory1Cloud & AI1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

KEYSKeysight Technologies1 quarter

2024 Q4

are there any other exposures that you have within auto that could cause a pickup in the business

DemandInnovation & R&DView in transcript →

Are there any areas that you see in your portfolio that you could maybe grow content or offer new products

Cloud & AIProduct LaunchView in transcript →

LITELumentum Holdings Inc.1 quarter

2024 Q3

are there any changes to your time line for vertical integration with Cloud Light

MarginInnovation & R&DSupply ChainView in transcript →

Are you sort of expecting sequential growth primarily from new products or products that didn't previously had inventory buildup

DemandInventoryProduct LaunchView in transcript →