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Analyst
Manmohanpreet Singh
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 2).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 3 companies
JBLJabil3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2024 Q4
So should we think that you are embedding some level of conservatism there?
Show response
Mike pushed back on conservative framing, calling guidance appropriate and extremely valid, neither conservative nor aggressive.
Can you please help us dissect the potential or the impact of the potential repeal of EV tax credit in US?
Show response
Acknowledged small potential impact from EV tax credit repeal but noted it's already baked into forecasts. Largest customer has lower credit levels and can absorb.
which particular product segment, obviously, which sort of infrastructure is driving more impact to the outlook there
Show response
Broke down $1.5B AI growth: ~$900M cloud/DCI, ~$400M capital equipment, ~$200M networking/silicon photonics/liquid cooling.
SMCISupermicro1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
anything in terms of customer concentration within that order growth which you saw
Show response
Charles characterized the order book as roughly 70% pure AI with the balance CPU or CPU-based AI, but did not detail customer concentration.
TELTE Connectivity1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Can you please provide an update on the updated guide for AI revenues relative to the past update of $2.4 billion?
Show response
Terrence reaffirmed DDN AI revenue on plan, ~20% of energy benefiting from data-center build-out, and Astrodyne benefiting from semiconductor equipment tied to AI chip capacity.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| JBL Jabil | 3 | 0%none of 3 questions |
| SMCI Supermicro | 1 | —Rate withheld: fewer than 3 questions |
| TEL TE Connectivity | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Demand2
- Cloud & AI2
- Margin1
- Guidance Reliability1
- Regulation Policy1