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BNP Paribas — Tellvest
Firms
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BNP Paribas
BNP Paribas
Technology (21)
Communication Services (11)
Consumer Defensive (10)
Basic Materials (6)
Energy (5)
Utilities (2)
Industrials (1)
8
Analysts
14
Companies
56
Questions
Trends
up to 8 quarters
Questions per Quarter
8
2024Q4: 8
2024Q4
10
2025Q1: 10
2025Q1
11
2025Q2: 11
2025Q2
12
2025Q3: 12
2025Q3
13
2025Q4: 13
2025Q4
2
2026Q1: 2
2026Q1
Active Analysts
6
2024Q4: 6
2024Q4
5
2025Q1: 5
2025Q1
6
2025Q2: 6
2025Q2
7
2025Q3: 7
2025Q3
6
2025Q4: 6
2025Q4
1
2026Q1: 1
2026Q1
Companies Covered
7
2024Q4: 7
2024Q4
9
2025Q1: 9
2025Q1
9
2025Q2: 9
2025Q2
9
2025Q3: 9
2025Q3
10
2025Q4: 10
2025Q4
1
2026Q1: 1
2026Q1
Analysts
8
Analyst
Coverage
Questions
Karl Ackerman
ANET
AVGO
CSCO
17
Samuel McHugh
T
TMUS
VZ
11
Kevin Grundy
Focus Areas
18 topics
Demand
19
Cloud & AI
11
Competitive Dynamics
10
Capital Allocation
9
Margin
8
Revenue Growth
7
Innovation & R&D
7
Capex Investment
6
Pricing
6
Subscriber Growth
6
Company Coverage
14 companies
CSCO
Cisco Systems, Inc.
9q
TMUS
T-Mobile US, Inc.
7q
LIN
Linde plc
6q
ANET
Arista Networks
5q
CVX
Chevron Corporation
5q
PG
The Procter & Gamble Company
4q
APH
Amphenol
4q
KO
PEP
PG
10
Laurent Favre
LIN
6
Lucas Herrmann
CVX
5
Andy Buscaglia
APH
4
Moses Sutton
GEV
2
Matt Akers
RTX
1
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
4
Moses Sutton
1 company
2
Matt Akers
1 company
1
M&A
3
Cost Pressure
3
Supply Chain
3
Macroeconomic
3
Guidance Reliability
3
Trade Tariffs
3
Product Launch
2
Geographic Expansion
1
PEP
PepsiCo
4q
AVGO
Broadcom Inc.
3q
T
AT&T
2q
GEV
GE Vernova
2q
KO
The Coca-Cola Company
2q
VZ
Verizon Communications Inc.
2q
RTX
RTX Corporation
1q