Sign in
B

Brian

Managing Director and Senior Equity Analyst at Cowen Inc.

New York, NY, US

Bryan Bergin is a Managing Director and Senior Equity Analyst at TD Cowen, specializing in IT & Business Services, Payments, and FinTech research. He covers leading companies including Accenture, Broadridge, Cognizant, FIS, Fiserv, Jack Henry, and WEX, and is recognized for strong performance ratings on platforms like TipRanks, consistently ranking among the top analysts with success rates above 60% and robust annualized returns on stock recommendations. Bergin began his Wall Street career at Credit Suisse before joining Dahlman Rose in 2011, then became part of TD Cowen through its 2013 acquisition of Dahlman Rose. He holds FINRA Series 7, 63, 86, and 87 licenses and has been cited in major financial media for his sector insight.

Brian's questions to JABIL (JBL) leadership

Question · Q4 2025

Brian, on behalf of David Vogt, asked why EV is expected to be down in FY26 despite new programs ramping, focusing on regional weakness in Europe/U.S. versus strength in China. He also inquired about the implications of a warrant deal between one of Jabil's competitors and Amazon for the industry or the company itself.

Answer

Steve Borges, EVP of Regulated Industries, Jabil, explained that the EV decline forecast reflects prudence due to automaker volatility, portfolio resets (EV, ICE, hybrid), and declining EV market share in the U.S., while noting growth in China and continued ACES strategy. Greg Hebard, CFO, Jabil, added that Jabil maintains a conservative forecasting approach. Matt Crowley, EVP of Intelligent Infrastructure, Jabil, stated that Jabil was the first EMS to do warrants with that company and views the competitor's warrant portfolio as redundant, not complimentary. He expressed no concern, expecting such deals due to high demand, and affirmed Jabil benefits from its existing agreement.

Ask follow-up questions

Fintool

Fintool can predict JABIL logo JBL's earnings beat/miss a week before the call

Brian's questions to TANDEM DIABETES CARE (TNDM) leadership

Question · Q2 2025

Brian from TD Cowen, on for Josh Jennings, asked about the updated gross margin guidance of 53-54% and what factors are offsetting the presumed pressure from the change in geographic sales mix.

Answer

EVP, CFO & Treasurer Leigh Vosseller explained that the 53-54% range is purely a reflection of the updated geographic mix. However, she highlighted key drivers for margin expansion, including improving cost-per-unit for the Mobi platform as volumes scale and the higher-margin opportunity from expanding into the pharmacy channel, particularly with t:slim supplies.

Ask follow-up questions

Fintool

Fintool can predict TANDEM DIABETES CARE logo TNDM's earnings beat/miss a week before the call