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    David O'Connor

    Security Analyst at BNP Paribas

    David O'Connor is a Security Analyst at Exane BNP Paribas, specializing in technology sector research with a particular focus on leading U.S. semiconductor and hardware companies such as NVIDIA, ARM Holdings, and ON Semiconductor. He consistently ranks among the top Wall Street analysts, with an 83% success rate and an average return per rating of 59.3% over a one-year horizon, earning recognition on platforms like TipRanks for his stock picking performance. Beginning his career as an IT Hardware Analyst at National Westminster Bank from 2009 to 2011, O'Connor joined Exane (now Exane BNP Paribas) in 2011 and has built a fourteen-year tenure in Paris as a key voice in tech equity research. While professional securities license details are not publicly listed, O'Connor is noted for frequent media appearances and impactful ratings in the technology investment community.

    David O'Connor's questions to AMBARELLA (AMBA) leadership

    David O'Connor's questions to AMBARELLA (AMBA) leadership • Q2 2026

    Question

    David O'Connor from BNP Paribas asked about the current sentiment among automotive OEMs regarding L2+ adoption, given previous trends of optimizing for price. He also requested a breakdown of the year-over-year revenue growth between unit volume and average selling price (ASP).

    Answer

    CEO Fermi Wang confirmed that OEMs continue to focus on cost and safety, leading to more interest in lower-end L2+ and ADAS functions rather than high-end features. VP Louis Gerhardy reiterated that while the lifetime revenue opportunity is large, the frequency of decisions is lower. In response to the second question, CFO John Young stated that the company's strong revenue growth this year is estimated to be driven roughly 50/50 by increases in unit volume and ASP.

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    David O'Connor's questions to AMBARELLA (AMBA) leadership • Q3 2025

    Question

    David O'Connor requested a breakdown of the auto funnel's change from $2.4B to $2.2B, asking about the scale of cancellations versus additions and their geography. He also asked why the China mix isn't higher given its faster innovation.

    Answer

    President and CEO Dr. Fermi Wang described the funnel changes as 'volatile,' with project pushouts, forecast reductions, and cancellations primarily in Europe and the U.S. He explained that the 6-year funnel methodology underrepresents China's contribution because its typical 2-3 year design cycles occupy a smaller portion of the 6-year window compared to Western projects.

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    David O'Connor's questions to ARM HOLDINGS PLC /UK (ARM) leadership

    David O'Connor's questions to ARM HOLDINGS PLC /UK (ARM) leadership • Q1 2026

    Question

    David O'Connor of BNP Paribas asked about Arm's strategy for expanding into full end-solutions, such as the ASIC market, and the potential execution risks.

    Answer

    CEO Rene Haas confirmed that Arm is exploring moving beyond its current platform to chiplets or full solutions, driven by customer demand for better starting points. Haas stated that the company has the necessary expertise and is uniquely positioned to provide solutions across the compute spectrum, from 'milliwatts to megawatts,' but had nothing specific to announce.

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    David O'Connor's questions to CEVA (CEVA) leadership

    David O'Connor's questions to CEVA (CEVA) leadership • Q1 2025

    Question

    David O'Connor of BNP Paribas asked about the competitive environment for the ADAS NPU win and the key differentiators for CEVA's technology. He also sought color on the softness in the low-end smartphone market and inquired about the health of the licensing pipeline amid macro concerns.

    Answer

    CEO Amir Panush attributed the ADAS win to CEVA's NPU advantages in power efficiency, low latency, and a scalable architecture supporting advanced models like vision transformers. He explained the smartphone softness was due to a sharper-than-expected seasonal drop and supply chain adjustments, not tariffs, and expects a sequential ramp-up. CFO Yaniv Arieli and CEO Amir Panush both noted that while they haven't seen deal postponements, they are taking a cautious outlook due to general macro uncertainty.

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