Sam Feldman

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

Q2 '25Q2 '26

Focus Areas5 topics

Demand3Revenue Growth2Cloud & AI1Trade Tariffs1Inventory1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CSCOCisco Systems, Inc.1 quarter

2026 Q2

can you comment on why the fiscal '26 AI orders were so conservative?

DemandCloud & AIView in transcript →

SWKSSkyworks Solutions2 quarters

2025 Q3

can you give us a sense of the magnitude and direction of the Android business this quarter and generally discuss the puts and takes of achieving $400 million run rate?

Revenue GrowthDemandView in transcript →

2025 Q2

you indicated Android revenues were flat on a sequential basis in March quarter at around $70 million. How should we think about your Android business in this quarter relative to last quarter?

Revenue GrowthDemandView in transcript →

is there any way to discern between demand pulling ahead of tariffs versus improved demand? And what inventory levels are you seeing at your end customers

Trade TariffsInventoryView in transcript →