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Matthew Pan

Research Analyst at Barclays

Matthew Pan's questions to ANALOG DEVICES (ADI) leadership

Question · Q1 2026

Matt Pan inquired about any particular strength or weakness observed from a regional perspective.

Answer

Richard Puccio, EVP and CFO, reported broad-based strength in Q1 with double-digit year-over-year growth in Asia, the Americas, and Europe. Sequentially, strength was seen in Asia and Europe, while the Americas were down due to typical customer buying behavior in consumer and weaker auto demand.

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Matthew Pan's questions to Sandisk (SNDK) leadership

Question · Q2 2026

Matthew Pan asked for the Enterprise SSD (ESSD) percentage of total bits shipped in the quarter.

Answer

CEO David Goeckeler stated that the exact percentage was not disclosed but indicated it was in the high teens range.

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Fintool can predict Sandisk logo SNDK's earnings beat/miss a week before the call

Question · Q2 2026

Matthew Pan inquired about the Enterprise SSD percentage of total bits in the quarter.

Answer

David Goeckeler (Chairman and CEO) stated that the Enterprise SSD percentage of total bits was in the high teens range.

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