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Benjamin Alexander Reitzes

Research Analyst at Melius Research

Ben Reitzes is Managing Director and Head of Technology Research at Melius Research, specializing in technology equities with direct coverage of companies including Nvidia, Broadcom, AMD, Dell, Oracle, and CoreWeave. Over his 25+ year career, Reitzes has consistently delivered top-ranked investment research, earning 16 consecutive years of sector recognition by Institutional Investor and Greenwich Associates and being cited by Bloomberg as a 'Top Ten Analyst in the World' for his stock picking on Apple. He joined Melius after serving as CEO of BAR Consulting and holding Managing Director roles at Moelis & Company, Barclays, UBS, and PaineWebber. Reitzes holds a B.S. in Economics from Vanderbilt University and is widely regarded for his long-term track record of outperforming the market and generating robust returns for investors.

Benjamin Alexander Reitzes's questions to AMKOR TECHNOLOGY (AMKR) leadership

Question · Q3 2025

Benjamin Alexander Reitzes asked about the fourth quarter gross margin guidance, specifically inquiring about the impact of an asset sale and higher manufacturing costs, and then followed up on the communications segment dynamics, including potential Q4 upside with a major customer, Android offsets, or guidance conservatism.

Answer

CFO Megan Faust explained that normalizing for the asset sale, the sequential incremental flow-through is in line with their financial model (around 30%). She attributed the margin impact to higher material content in Q4 compared to the previous year. President and CEO Giel Rutten stated that the communications segment is guided down slightly in Q4, with continued strength in Android partially offset by a slight tapering off in the iOS ecosystem, reflecting their current forecast.

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