Vedvati Shrotre

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 '25Q4 '25

Focus Areas5 topics

Cloud & AI3Revenue Growth3Competitive Dynamics2Demand1Innovation & R&D1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

TERTeradyne2 quarters

2025 Q4

the GPU win -- the GPU merchant win, does that in any way dictate your second half versus first half dynamics?

Competitive DynamicsCloud & AIRevenue GrowthView in transcript →

is there a possibility that your revenues grow like the robotics piece grows to higher than the breakeven revenues that you have for that business?

DemandRevenue GrowthView in transcript →

2025 Q3

I wanted to understand if that is the norm now? Has that increased the TAM? And are all suppliers expected to do this?

Cloud & AIInnovation & R&DCompetitive DynamicsView in transcript →

can you provide any color on how much compute is as a part of SoC in second half '25?

Cloud & AIRevenue GrowthView in transcript →