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Needham — Tellvest
Firms
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Needham
Needham
Technology (19)
Consumer Defensive (2)
Healthcare (1)
5
Analysts
7
Companies
22
Questions
Trends
up to 8 quarters
Questions per Quarter
5
2024Q4: 5
2024Q4
2
2025Q1: 2
2025Q1
6
2025Q2: 6
2025Q2
5
2025Q3: 5
2025Q3
4
2025Q4: 4
2025Q4
Active Analysts
2
2024Q4: 2
2024Q4
2
2025Q1: 2
2025Q1
3
2025Q2: 3
2025Q2
3
2025Q3: 3
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
3
2024Q4: 3
2024Q4
2
2025Q1: 2
2025Q1
5
2025Q2: 5
2025Q2
4
2025Q3: 4
2025Q3
4
2025Q4: 4
2025Q4
Analysts
5
Analyst
Coverage
Questions
Charles Shi
AMAT
ARM
KLAC
LRCX
14
Ryan Koontz
ANET
4
Gerald Pascarelli
PM
Focus Areas
12 topics
Innovation & R&D
6
Revenue Growth
5
Competitive Dynamics
5
Demand
4
Trade Tariffs
4
Cloud & AI
4
Regulation Policy
4
Capex Investment
3
Product Launch
3
Pricing
1
Company Coverage
7 companies
KLAC
KLA Corporation
6q
ANET
Arista Networks
5q
AMAT
Applied Materials
4q
ARM
Arm Holdings
3q
PM
Philip Morris International
2q
LRCX
Lam Research
1q
GILD
Gilead Sciences
1q
2
Jeff Hopson
ANET
1
Joe Stringer
GILD
1
Charles Shi
4 companies
14
Ryan Koontz
1 company
4
Gerald Pascarelli
1 company
2
Jeff Hopson
1 company
1
Joe Stringer
1 company
1
M&A
1
Fx
1