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Redburn Atlantic — Tellvest
Firms
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Redburn Atlantic
Redburn Atlantic
Technology (17)
Consumer Defensive (6)
Healthcare (3)
Financial Services (2)
5
Analysts
12
Companies
28
Questions
Trends
up to 8 quarters
Questions per Quarter
4
2024Q4: 4
2024Q4
10
2025Q1: 10
2025Q1
5
2025Q2: 5
2025Q2
6
2025Q3: 6
2025Q3
3
2025Q4: 3
2025Q4
Active Analysts
3
2024Q4: 3
2024Q4
3
2025Q1: 3
2025Q1
2
2025Q2: 2
2025Q2
2
2025Q3: 2
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
3
2024Q4: 3
2024Q4
8
2025Q1: 8
2025Q1
4
2025Q2: 4
2025Q2
5
2025Q3: 5
2025Q3
3
2025Q4: 3
2025Q4
Analysts
5
Analyst
Coverage
Questions
Timm Schulze-Melander
AMAT
ARM
ASML
KLAC
LRCX
17
Charlie Higgs
KO
PEP
4
Focus Areas
14 topics
Revenue Growth
10
Innovation & R&D
9
Margin
5
Capital Allocation
4
Product Launch
4
Pricing
4
Demand
4
Geographic Expansion
3
Cloud & AI
2
Macroeconomic
2
Company Coverage
12 companies
ARM
Arm Holdings
6q
ASML
ASML Holding
4q
KLAC
KLA Corporation
3q
KO
The Coca-Cola Company
3q
AMAT
Applied Materials
3q
PG
The Procter & Gamble Company
2q
GILD
Gilead Sciences
2q
Simon Baker
ABBV
GILD
3
Ed Lewis
PG
2
Fahed Kunwar
MA
V
2
Timm Schulze-Melander
5 companies
17
Charlie Higgs
2 companies
4
Simon Baker
2 companies
3
Ed Lewis
1 company
2
Fahed Kunwar
2 companies
2
Competitive Dynamics
2
Trade Tariffs
2
Capex Investment
1
Regulation Policy
1
ABBV
AbbVie
1q
LRCX
Lam Research
1q
V
Visa Inc.
1q
MA
Mastercard
1q
PEP
PepsiCo
1q