Sign in

    Nick Doyle

    Research Analyst at Needham & Company

    Nick Doyle is an Equity Research Analyst at Needham & Company, specializing in technology equities with a primary focus on the semiconductor industry. He covers companies such as MagnaChip Semiconductor, Pixelworks, and Silicon Motion Technology, with recent data showing a 47.4% success rate and an average return of -8.8% on his stock recommendations over the past year. Doyle began his career as a Wealth Management Intern at LPL Financial in 2013, progressed to Wealth Management Associate at UBS, then served as Equity Research Associate at Stifel from 2017 to 2021, before joining Needham in May 2022. He holds a finance degree from George Mason University and has experience across research and wealth management, although public licensing or FINRA registration specifics are not disclosed.

    Nick Doyle's questions to PIXELWORKS (PXLW) leadership

    Nick Doyle's questions to PIXELWORKS (PXLW) leadership • Q2 2025

    Question

    Nick Doyle asked about the breadth of the ASIC and IP licensing opportunity beyond smartphones, the specific drivers of strength in the home and enterprise market, and for confirmation on the timing of end-of-life (EOL) business revenue.

    Answer

    President and CEO Todd DeBonis confirmed the ASIC/IP opportunity extends to tablets, AR/VR, LED walls, and gaming monitors. He clarified that the projector market is flat overall, with recent strength driven by a new, higher-ASP SOC ramp and initial inventory stocking. DeBonis also explained that the prior EOL process for transcoding chips was completed in 2024, and the new interest represents a potential one-time order for Q4, not revenue recognized in Q2.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to PIXELWORKS (PXLW) leadership • Q2 2025

    Question

    Inquired about the breadth of the ASIC and IP opportunity beyond smartphones, the specific drivers for the strength in the home and enterprise market, and clarification on the timing of the end-of-life (EOL) business.

    Answer

    Management stated the ASIC/IP opportunity extends to tablets, AR/VR, and monitors. The home and enterprise strength is from a new, higher-ASP SOC ramp and initial inventory stocking, not necessarily a market recovery. The EOL business from a prior customer is a new one-time order expected in Q4, not a continuation from previous periods.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to SYNAPTICS (SYNA) leadership

    Nick Doyle's questions to SYNAPTICS (SYNA) leadership • Q4 2025

    Question

    Nick Doyle of Needham & Company asked for more details on the marquee audio OEM win, including how Synaptics won the design so quickly and what other near-term opportunities exist for the Astra SoC. He also inquired about the specific drivers behind the strong near-term growth in the core IoT segment.

    Answer

    President & CEO Rahul Patel clarified that the audio OEM win was secured with a predecessor to the newly taped-out Astra chip. The win was attributed to the chip's embedded AI processing, which enables high-fidelity audio synchronization, and the comprehensive software provided. Patel stated that the strong near-term growth in core IoT is being driven primarily by the ramp of wireless products, particularly Wi-Fi 7, in combination with new processors.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Cerence (CRNC) leadership

    Nick Doyle's questions to Cerence (CRNC) leadership • Q3 2025

    Question

    Nick Doyle of Needham & Company inquired about the drivers for the increase in Price Per Unit (PPU), the materiality of revenue true-ups, and the auto production outlook, including potential demand pull-in to Q3.

    Answer

    CFO Tony Rodriguez attributed the PPU increase to higher volumes in embedded licenses, professional services, and favorable currency rates, noting it was too early for new AI programs to have an impact. He stated that while individual revenue true-ups were not material, their aggregate was higher than normal. CEO Brian Krzanich and CFO Tony Rodriguez confirmed that some Q3 strength was likely due to OEM production pull-in ahead of tariffs, which is reflected in the Q4 guidance, but they remain confident in the raised full-year forecast.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to SKYWORKS SOLUTIONS (SWKS) leadership

    Nick Doyle's questions to SKYWORKS SOLUTIONS (SWKS) leadership • Q3 2025

    Question

    Nick Doyle of Needham & Company inquired about the performance of the infrastructure and networking sub-segment, asking if inventory digestion is complete. He also asked for the revenue split from the largest customer between mobile and broad markets.

    Answer

    CEO Philip Brace confirmed that the inventory overhang in the data center and infrastructure market appears to be resolved, with supply and demand now aligned with consumption. VP of Investor Relations Rajvindra Gill stated that the largest customer accounted for 63% of sales, with a split of approximately 85% mobile and 15% broad markets, and a similar mix is expected for the next quarter.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to SKYWORKS SOLUTIONS (SWKS) leadership • Q2 2025

    Question

    Nick Doyle asked for the revenue contribution from the largest customer and how its broad markets business was performing. He also inquired how gross margins are being maintained above 45% despite lower revenue and utilization.

    Answer

    CFO Kris Sennesael stated the largest customer's revenue was split roughly 85% mobile and 15% broad markets, consistent with historical trends. He explained that gross margins are being supported by a favorable product mix, as the higher-margin broad markets business is growing sequentially while mobile declines.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to MAGNACHIP SEMICONDUCTOR (MX) leadership

    Nick Doyle's questions to MAGNACHIP SEMICONDUCTOR (MX) leadership • Q2 2025

    Question

    Nick Doyle from Needham & Company asked for specifics on which applications were driving strength in the communications end market and sought clarification on the magnitude of OpEx reduction needed to achieve EBITDA breakeven by year-end.

    Answer

    CEO Young-Joon Kim attributed the communications strength to design wins in new 2025 models, including mid-range to flagship AI smartphones and new portable AI phones. CFO Shin Young Park explained the company is targeting $2-3 million in annual OpEx savings via a voluntary resignation program, expecting a quarterly reduction of $500k-$750k starting in Q4, primarily from SG&A, to approach adjusted EBITDA breakeven.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Silicon Motion Technology (SIMO) leadership

    Nick Doyle's questions to Silicon Motion Technology (SIMO) leadership • Q2 2025

    Question

    Nick Doyle asked about the sustainability of the strong mobile business, questioning its drivers and whether the inventory build-up by module makers in anticipation of NAND price hikes poses a future risk.

    Answer

    President & CEO Wallace Kou attributed the mobile strength to a strategic push driven by discrete solution adoption in China and increased outsourcing from NAND makers. He expressed no concern over inventory, stating that customer purchasing is balanced and supported by a six-month backlog, reinforcing confidence in the year-end revenue run rate target.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Silicon Motion Technology (SIMO) leadership • Q2 2025

    Question

    Nick Doyle of Needham & Company asked about the sustainability of the recent strength in the mobile business, its connection to the Chinese domestic market, and whether the inventory build-up by module makers poses a future risk.

    Answer

    President and CEO Wallace Kou explained the mobile growth is sustainable, driven by a strategic push in China where the availability of low-cost mobile DRAM favors discrete solutions, benefiting module makers and prompting NAND makers to outsource controllers to Silicon Motion. He stated that he does not see excessive inventory build and that a six-month backlog provides strong visibility, supporting the company's confidence in its year-end revenue run-rate goal.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Penguin Solutions (PENG) leadership

    Nick Doyle's questions to Penguin Solutions (PENG) leadership • Q3 2025

    Question

    Nick Doyle from Needham & Company asked for details on the CDW partnership, the drivers behind services revenue growing while Advanced Compute revenue declined, and the market opportunity for high-availability solutions to support 'production inference' workloads outside of hyperscalers.

    Answer

    Mark Adams, President & CEO, described the channel partnerships as an early-stage investment to scale the business and reach more customers, noting early proof-of-concept successes. He explained that services revenue growth is a mix of revenue being recognized over time from past deals and new service orders, which contributed to the mix shift in Q3. Adams affirmed that high availability and uptime are critical for AI infrastructure, stating that Penguin's HPC background and software/services capabilities are key differentiators for enterprise production environments.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Penguin Solutions (PENG) leadership • Q3 2025

    Question

    Nick Doyle from Needham & Company asked for details on the CDW partnership, the drivers behind services revenue growth, and the market opportunity for high-availability 'production inference' solutions. He also inquired how the CDW approach differs from the Dell partnership.

    Answer

    President & CEO Mark Adams described channel partnerships as an early-stage strategy to scale the business. He explained that services revenue growth is a mix of ratable recognition from past deals and new service orders. Adams also affirmed that the company's expertise in high-availability systems, from its HPC background, positions it well to capture demand for reliable production inference environments.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to MACOM Technology Solutions Holdings (MTSI) leadership

    Nick Doyle's questions to MACOM Technology Solutions Holdings (MTSI) leadership • Q4 2024

    Question

    Speaking for Quinn Bolton, Nick Doyle asked for more detail on the applications for lower data rate Active Copper Cables (ACCs) and whether they are taking share from DACs. He also asked if any specific factors were pulling in the transition to DOCSIS 4.0.

    Answer

    CEO Stephen Daly gave a high-level response on ACCs, noting international interest for various rack-level implementations. On DOCSIS 4.0, he explained the transition is not being pulled in but is rather proceeding after a multi-year design cycle and a prolonged inventory burn-down in the CATV market. He noted that MACOM is now seeing backlog growth for new DOCSIS 4.0 platforms and that the new architecture presents additional product opportunities.

    Ask Fintool Equity Research AI

    Nick Doyle's questions to Mobileye Global (MBLY) leadership

    Nick Doyle's questions to Mobileye Global (MBLY) leadership • Q3 2024

    Question

    Nick Doyle, on for Quinn Bolton, asked for the company's perspective on Waymo achieving 150,000 rides per week and whether new EU tariffs on Chinese OEMs would impact Mobileye's volume expectations.

    Answer

    CEO Amnon Shashua called the Waymo news 'very encouraging' for the robotaxi space, noting the next challenge is achieving economies of scale by reducing costs like teleoperations. Executive Daniel Galves stated that the European tariffs on Chinese vehicles were expected and had already been factored into the company's financial outlook and reported metrics.

    Ask Fintool Equity Research AI