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    Karan Juvekar

    Research Analyst at Morgan Stanley

    Karan Juvekar is an Analyst in Equity Research at Morgan Stanley, with a focus on technology and communications sectors. He has covered companies such as 8x8 Inc. and participates in in-depth earnings calls and industry research, contributing to the firm’s insights on communications and software leaders. Juvekar began his analytical career at Morgan Stanley in 2018 after previously working as a Marketing Strategist at McCann Healthcare, and he holds an undergraduate degree from the University of Michigan. He is affiliated with Morgan Stanley, a FINRA-registered broker-dealer, but there is no public record of TipRanks performance metrics, securities license numbers, or major award recognitions.

    Karan Juvekar's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership

    Karan Juvekar's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership • Q1 2025

    Question

    Karan Juvekar, on for Meta Marshall, asked how Zebra is thinking about gaining market share amid current uncertainties and requested an update on the machine vision business and its diversification efforts.

    Answer

    CEO William Burns stated that Zebra continues to take share through its deep vertical expertise and broad portfolio, with new technologies like AI creating further differentiation. He acknowledged that the machine vision business declined in the quarter due to manufacturing weakness but noted that diversification efforts are progressing with a growing pipeline in retail and T&L.

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    Karan Juvekar's questions to Lumentum Holdings (LITE) leadership

    Karan Juvekar's questions to Lumentum Holdings (LITE) leadership • Q1 2025

    Question

    Karan Juvekar, on behalf of Meta Marshall at Morgan Stanley, asked for an update on the vertical integration timeline with Cloud Light and the expected performance of the traditional telecom business.

    Answer

    President and CEO Alan Lowe stated there is no real change to the vertical integration timeline, with margin benefits expected in late calendar 2025 and into 2026. On the telecom side, Lowe highlighted dramatic strength in ZR products for data center interconnect, while noting that traditional carrier spending remains muted, though inventory levels at customers are showing signs of improvement.

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    Karan Juvekar's questions to INFN leadership

    Karan Juvekar's questions to INFN leadership • Q1 2024

    Question

    Asked for clarification that the $25 million in pushouts were from ICPs and if this was a surprise. Also inquired about the traction of the major pluggables win from the previous quarter, whether it was part of the pushouts, and its potential impact on gross margins.

    Answer

    The company confirmed the pushouts were primarily from the ICP front and that the shift was surprising. They clarified that the major 800-gig pluggable win had no impact on Q1/Q2 results as it's not expected to ramp until mid-2025. Similarly, a new 400-gig pluggable order from a North American MSO was new in Q2 and not part of the first-half shortfall.

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    Karan Juvekar's questions to INFN leadership • Q4 2023

    Question

    Asked for details on the $25 million revenue push-out, the current state of service provider inventory digestion, and the outlook for operating margins and the impact of pluggables.

    Answer

    The $25M revenue shift was due to customer project scheduling. The inventory situation is expected to improve in the second half of the year. Operating margins will improve quarterly, and while external pluggable sales are a 2025 story, the main 2024 margin benefit comes from vertically integrating their own pluggables into their metro systems.

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