Sign in

You're signed outSign in or to get full access.

DM

Dan McDermott

Research Analyst at Oppenheimer & Co. Inc.

New York, NY, US

Dan McDermott is an Equity Research Associate at Oppenheimer & Co. Inc., specializing in the investment banking industry with a strong focus on financial analysis and industry trends. At Oppenheimer, he contributes to research coverage of significant investment banking firms, providing in-depth analytical support and insights into sector performance. McDermott began his career in equity research and has developed expertise in evaluating complex financials while supporting senior analysts within the firm. He holds relevant securities licenses and is recognized for his analytical rigor in interpreting banking sector developments.

Dan McDermott's questions to AMDOCS (DOX) leadership

Question · Q1 2026

Dan McDermott from Oppenheimer asked for more details on Amdocs' newly announced Agentic Operating System (AOS), its unique features, and its potential as a future growth engine. He also inquired about Amdocs' involvement in assisting Verizon with its aggressive expense cutting and AI initiatives.

Answer

CEO Shuky Sheffer described AOS as a next-generation GenAI platform, a layer sitting atop BSS/OSS infrastructure, enabling operations through agents. He noted it will be showcased at Mobile World Congress, is expected to be a future growth engine, but has no significant revenue impact in the current fiscal year. Regarding Verizon, Shuky Sheffer stated Amdocs is engaging with them to explore potential assistance.

Ask follow-up questions

Fintool

Fintool can predict AMDOCS logo DOX's earnings beat/miss a week before the call

Question · Q1 2026

Dan McDermott asked for more details on Amdocs' newly announced Agentic Operating System (AOS), its unique features, and how it is expected to serve as a new growth engine. He also inquired about Amdocs' engagement with Verizon to assist with their aggressive expense cutting and AI initiatives.

Answer

Shuky Sheffer, President and CEO, described AOS as a next-generation GenAI platform, a layer atop BSS/OSS infrastructure designed to operate activities through agents, which Amdocs plans to showcase at Mobile World Congress. He expressed confidence in AOS becoming a new long-term growth engine, though no significant revenue is projected for the current fiscal year. Regarding Verizon, Mr. Sheffer stated that Amdocs is engaging with them to explore future assistance without providing further specifics.

Ask follow-up questions

Fintool

Fintool can write a report on AMDOCS logo DOX's next earnings in your company's style and formatting

Dan McDermott's questions to NEXTNAV (NN) leadership

Question · Q2 2025

Dan McDermott from Oppenheimer & Co. Inc. inquired about the multiple partnership opportunities mentioned, seeking more detail on the recent announcement with Adtran and Oscilloquartz.

Answer

CEO Mariam Sorond described the Adtran and Oscilloquartz collaboration as a key example of NextNav's 'system of systems' strategy. She explained that NextNav's technology will be integrated into a multi-source timing receiver to demonstrate enhanced PNT resiliency using 5G-based timing, creating a valuable opportunity to combine multiple non-GPS sources.

Ask follow-up questions

Fintool

Fintool can predict NEXTNAV logo NN's earnings beat/miss a week before the call