Sign in

    Chris Senyek • Wolfe Research, LLC

    Chris Senyek's questions to Bloom Energy Corp (BE) leadership

    Chris Senyek's questions to Bloom Energy Corp (BE) leadership • Q2 2025

    Question

    Chris Senyek of Wolfe Research, LLC questioned why the fast-turnaround Oracle deal did not lead to a guidance increase, asking if it was already factored in or if additional deals were still required to meet targets.

    Answer

    KR Sridhar, Founder, Chairman & CEO, explained that the company's annual forecast consistently includes a portion of revenue from deals that are booked and shipped within the same year. He noted this reflects a positive secular trend of a shrinking sales cycle, which the company is well-positioned to capitalize on.

    Ask Fintool Equity Research AI

    Chris Senyek's questions to Quanta Services Inc (PWR) leadership

    Chris Senyek's questions to Quanta Services Inc (PWR) leadership • Q2 2025

    Question

    Chris Senyek from Wolfe Research asked if acquisitions like Dynamic Systems are necessary to compete for large data center projects or if these opportunities could have been addressed organically.

    Answer

    President & CEO Duke Austin explained that while Quanta pursues organic growth in many areas, the speed and scale of the data center market made acquiring a platform company the right strategic choice for exponential growth. He contrasted this with telecom, which Quanta grew organically. The decision to build or buy depends on the market, and in this case, acquiring a great company with craft-skilled labor was the best use of capital to provide a comprehensive solution.

    Ask Fintool Equity Research AI

    Chris Senyek's questions to NCR Atleos Corp (NATL) leadership

    Chris Senyek's questions to NCR Atleos Corp (NATL) leadership • Q2 2025

    Question

    Chris Senyek asked about the trends in ATM as a Service deals between asset-heavy and asset-light models, the U.S. versus international mix, and the expected margin cadence for the second half of the year.

    Answer

    CEO Tim Oliver noted that asset-light deals are primarily a developed world opportunity and that the strong backlog ARPU indicates a healthy mix. COO Stuart MacKinnon and CEO Tim Oliver projected continued sequential margin improvement in the second half, driven by growth in the Self-Service Banking segment and significant productivity initiatives expected to deliver $40-50 million in net savings for the year.

    Ask Fintool Equity Research AI