Sign in

    Louis Miscioscia

    Research Analyst at Daiwa Capital Markets America Inc.

    Louis Miscioscia is an Executive Director and Senior Equity Analyst at Daiwa Capital Markets America Inc., specializing in technology hardware, semiconductors, and related sectors. He has covered major companies including Applied Materials, Hewlett Packard Enterprise, NVIDIA, Apple, and Cognizant Technology Solutions, delivering a robust track record with multiple published ratings and recommendations reflected on platforms like MarketBeat and Benzinga. With over 25 years of industry experience, Miscioscia began his analyst career in the late 1990s and has held pivotal roles before joining Daiwa Capital Markets America. He maintains professional credentials relevant to securities research and financial advisory, with registrations and licenses verified by FINRA.

    Louis Miscioscia's questions to NetApp (NTAP) leadership

    Louis Miscioscia's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Louis Miscioscia of Daiwa Capital Markets America asked if a 'step function' of growth for storage could be anticipated in calendar 2026 as enterprise AI inference workloads begin to ramp up significantly.

    Answer

    CEO George Kurian agreed that the real business impact of AI will come from inferencing. He noted that enterprises are currently in the first phase of modernizing their data infrastructure to prepare for AI, a trend that is expanding. However, he stated that any 'step function' in growth is contingent on the business value customers derive from these AI use cases, the full extent of which is not yet clear, making it too early to predict such a sharp acceleration.

    Ask Fintool Equity Research AI

    Louis Miscioscia's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Louis Miscioscia of Daiwa Capital Markets America Inc. asked if a 'step function' of growth for storage could occur in calendar 2026 as enterprise AI inference adoption ramps up, building on management's previous long-term commentary.

    Answer

    CEO George Kurian reiterated his belief that the real value and growth in AI will come from business impact delivered through inferencing and reasoning models. He observed that enterprises are currently in the first phase of getting their data infrastructure ready for AI, a trend that is expanding quarter by quarter. He stated that the pace of a future growth step-up depends entirely on the business value customers derive from these AI use cases, which will become clearer over the next 12 to 18 months.

    Ask Fintool Equity Research AI

    Louis Miscioscia's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Louis Miscioscia from Daiwa Capital Markets America Inc. asked if NetApp anticipates a 'step function of growth' for storage in calendar 2026, driven by the expected ramp-up of enterprise AI inference workloads.

    Answer

    CEO George Kurian responded that while the enterprise is in the early phases of modernizing data infrastructure for AI, a 'step function' in growth is contingent on the business value customers derive from these new AI use cases. He believes the impact will become clearer over the next 12 to 18 months as these applications are deployed and their business impact is measured, suggesting it is too early to predict such a dramatic acceleration.

    Ask Fintool Equity Research AI

    Louis Miscioscia's questions to NetApp (NTAP) leadership • Q3 2025

    Question

    Louis Miscioscia asked for an updated timeline on when AI is expected to become a material revenue contributor for NetApp, suggesting it did not appear to be a significant driver in the current quarter's results.

    Answer

    CEO George Kurian reiterated that the transition of enterprise AI projects from proof-of-concept to full production is expected in the second half of calendar 2025 and into 2026. He noted that while larger clients are moving more quickly to build AI infrastructure, broader adoption will take time. He affirmed that NetApp is well-positioned and making good progress in this emerging market.

    Ask Fintool Equity Research AI

    Louis Miscioscia's questions to NetApp (NTAP) leadership • Q2 2025

    Question

    Louis Miscioscia asked for commentary on European demand versus the Americas and whether differing AI adoption rates were a factor.

    Answer

    CEO George Kurian acknowledged that the macro environment in Europe remains choppy but stated the European team has outperformed. He credited the strong performance in the Americas to excellent execution by the new leadership team across all segments, rather than a fundamental difference in AI adoption, though North America did see more AI wins.

    Ask Fintool Equity Research AI