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BNP Paribas — Tellvest
Firms
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BNP Paribas
BNP Paribas
Technology (22)
Communication Services (11)
Consumer Defensive (10)
Basic Materials (6)
Energy (5)
Financial Services (4)
Industrials (3)
Utilities (2)
9
Analysts
15
Companies
63
Questions
Trends
up to 8 quarters
Questions per Quarter
11
2024Q4: 11
2024Q4
11
2025Q1: 11
2025Q1
12
2025Q2: 12
2025Q2
13
2025Q3: 13
2025Q3
14
2025Q4: 14
2025Q4
2
2026Q1: 2
2026Q1
Active Analysts
9
2024Q4: 9
2024Q4
6
2025Q1: 6
2025Q1
7
2025Q2: 7
2025Q2
8
2025Q3: 8
2025Q3
7
2025Q4: 7
2025Q4
1
2026Q1: 1
2026Q1
Companies Covered
10
2024Q4: 10
2024Q4
10
2025Q1: 10
2025Q1
10
2025Q2: 10
2025Q2
10
2025Q3: 10
2025Q3
11
2025Q4: 11
2025Q4
1
2026Q1: 1
2026Q1
Analysts
9
Analyst
Coverage
Questions
Karl Ackerman
ANET
AVGO
CSCO
17
Samuel McHugh
T
TMUS
VZ
11
Kevin Grundy
Focus Areas
19 topics
Demand
20
Cloud & AI
11
Competitive Dynamics
11
Capital Allocation
11
Margin
9
Revenue Growth
7
Capex Investment
7
Innovation & R&D
7
Pricing
7
Subscriber Growth
7
Company Coverage
15 companies
CSCO
Cisco Systems, Inc.
9q
TMUS
T-Mobile US, Inc.
7q
LIN
Linde plc
6q
ANET
Arista Networks
5q
APH
Amphenol
5q
CVX
Chevron Corporation
5q
PG
The Procter & Gamble Company
4q
KO
PEP
PG
10
Laurent Favre
LIN
6
Lucas Herrmann
CVX
5
Andy Buscaglia
APH
5
Arnaud Giblat
BX
4
Matt Akers
RTX
3
Moses Sutton
GEV
2
Karl Ackerman
3 companies
17
Samuel McHugh
3 companies
11
Kevin Grundy
3 companies
10
Laurent Favre
1 company
6
Lucas Herrmann
1 company
5
Andy Buscaglia
1 company
5
Arnaud Giblat
1 company
4
Matt Akers
1 company
3
Moses Sutton
1 company
2
Trade Tariffs
5
Cost Pressure
4
Supply Chain
4
M&A
3
Macroeconomic
3
Guidance Reliability
3
Product Launch
2
Geographic Expansion
2
Credit
1
BX
Blackstone Inc.
4q
PEP
PepsiCo
4q
AVGO
Broadcom Inc.
3q
RTX
RTX Corporation
3q
T
AT&T
2q
GEV
GE Vernova
2q
KO
The Coca-Cola Company
2q
VZ
Verizon Communications Inc.
2q