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    Chris Senyek

    Research Analyst at Wolfe Research, LLC

    Chris Senyek is Managing Director and Chief Investment Strategist at Wolfe Research, LLC, specializing in macroeconomic research with a focus on equity strategy, accounting and tax policy, and thematic portfolios. He maintains and publishes long/short baskets on macro themes, tax policy, special situations, and consumer sectors, frequently covering major companies in industrials, technology, high-end retail, low-end retail, and recent IPOs. Recognized as a top expert, Senyek has consistently ranked #1 by Extel magazine in macroeconomic research (accounting and tax policy) and entered their Hall of Fame in 2020 for over a decade of top rankings. Joining Wolfe in 2011 after roles at Evercore ISI, Bear Stearns, and Arthur Andersen, he holds CFA and MBA credentials and regularly appears in financial media discussing earnings expectations and market outlooks.

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

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

    Question

    Chris Senyek of Wolfe Research inquired about the trends in ATM as a Service deals, specifically the mix between asset-heavy and asset-light models, and asked for guidance on margin cadence for the second half of the year.

    Answer

    President & CEO Tim Oliver explained that asset-light deals are more common in developed markets like North America, while asset-heavy deals are typical in regions like India. EVP & COO Stuart MacKinnon outlined the margin outlook, expecting sequential improvement in the Network segment and continued step-ups in Self-Service Banking margins through Q4. Tim Oliver added that significant productivity initiatives are helping drive margin expansion despite a higher hardware mix.

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    Chris Senyek's questions to NCR Atleos (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.

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

    Chris Senyek's questions to Bloom Energy (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.

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    Chris Senyek's questions to QUANTA SERVICES (PWR) leadership

    Chris Senyek's questions to QUANTA SERVICES (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.

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