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    Tim Long • Barclays

    Tim Long's questions to Keysight Technologies Inc (KEYS) leadership

    Tim Long's questions to Keysight Technologies Inc (KEYS) leadership • Q3 2025

    Question

    Tim Long of Barclays asked for clarification on the wireless business, which was described as stable yet showed double-digit growth, and questioned the outlook for the company's 40% incremental margin target given recent pressures.

    Answer

    CEO Satish Dhanasekaran explained that the strong wireless revenue was due to recovering market conditions after a prolonged downturn, with drivers including 5G Advanced standards, non-terrestrial networks, and early 6G research. CFO Neil Dougherty reaffirmed the 40% incremental margin as the correct long-term model, stating that the impact from tariffs is a temporary disruption and that the underlying business is performing above that target.

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    Tim Long's questions to Motorola Solutions Inc (MSI) leadership

    Tim Long's questions to Motorola Solutions Inc (MSI) leadership • Q2 2025

    Question

    Tim Long of Barclays PLC asked about the early momentum and potential revenue ramp for the new SVX speaker mic and its impact on the APEX NEXT upgrade cycle. He also questioned the performance of the video business, specifically what could reaccelerate growth on the hardware side, which has been relatively flat.

    Answer

    Chairman & CEO Greg Brown noted that SVX orders are outpacing expectations and that the device is driving an ecosystem sale anchored to the APEX NEXT radio. EVP & CTO Mahesh Saptharishi positioned SVX as a new 'body worn assistant' category. EVP & COO Jack Molloy added that fixed video growth is led by the Alta cloud platform and expanding go-to-market investments.

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    Tim Long's questions to F5 Inc (FFIV) leadership

    Tim Long's questions to F5 Inc (FFIV) leadership • Q3 2025

    Question

    Tim Long inquired about the primary drivers behind F5's strong hardware revenue, its sustainability into the next year, and the impact of factors like tariffs or pull-ins. He also asked for an update on the software business pipeline, particularly regarding renewals and new deal activity.

    Answer

    CEO François Locoh-Donou attributed the 39% hardware growth not just to tech refreshes but more significantly to durable secular trends like data center modernization, hybrid cloud adoption, and AI readiness, stating no pull-in or tariff effects were observed. CFO Cooper Werner added that the software business saw healthy expansion from its large renewal base, though some new projects opted for hardware for performance reasons, and the Q4 software pipeline remains strong.

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    Tim Long's questions to Garmin Ltd (GRMN) leadership

    Tim Long's questions to Garmin Ltd (GRMN) leadership • Q2 2025

    Question

    Tim Long asked for more color on the strength in the Fitness category, specifically regarding the mix of repeat versus new users. He also questioned what was driving the outperformance in Europe and whether that growth was sustainable.

    Answer

    President and CEO Clifton Pemble confirmed that all fitness categories were strong, led by advanced wearables like the Forerunner and Venu lines. He noted that growth from new users coming to the Garmin brand was particularly strong. Regarding Europe, he suggested that after normalizing for foreign exchange effects, the region's performance was largely in line with other geographies.

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    Tim Long's questions to Logitech International SA (LOGI) leadership

    Tim Long's questions to Logitech International SA (LOGI) leadership • Q1 2026

    Question

    Tim Long of Barclays asked for details on the strong B2B performance beyond video collaboration, the financial impact of a growing B2B mix, and the sustainability of recent strength in the gaming category.

    Answer

    CEO Hanneke Faber confirmed that B2B demand outpaced consumer demand across the full portfolio, including personal workspace and headsets, highlighting double-digit growth in the education vertical. CFO Matteo Anversa added that the video conferencing business is accretive to the company's average margin. Faber also noted strong gaming share growth in North America and a return to share gains in China, driven by premium products and partnerships.

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    Tim Long's questions to Jabil Inc (JBL) leadership

    Tim Long's questions to Jabil Inc (JBL) leadership • Q3 2025

    Question

    Tim Long requested more detail on the product and customer breadth driving the cloud and data center upside, and also asked for an update on the transceiver business, including customer activity and the outlook for 1.6T technology.

    Answer

    CEO Mike Dastoor attributed the upside to strong demand in automated testing and server rack integration, where Jabil is gaining market share through its design and engineering collaboration. On transceivers, he noted strong growth in 800G products, leveraging the Intel Photonics acquisition, and mentioned that Jabil's 1.6T capability has been well-received, with an expected market uptick in late 2025 or early 2026.

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    Tim Long's questions to Hewlett Packard Enterprise Co (HPE) leadership

    Tim Long's questions to Hewlett Packard Enterprise Co (HPE) leadership • Q2 2025

    Question

    Tim Long inquired about the drivers behind the stronger sales pipeline exiting Q2 compared to Q1, asking for color across the AI, hybrid cloud, and networking businesses.

    Answer

    CEO Antonio Neri detailed broad pipeline strength. In AI, he noted strong enterprise and sovereign momentum, with a backlog of $3.2 billion. In Hybrid Cloud, he highlighted over 75% order growth for Alletra MP for four straight quarters and strong interest in virtualization solutions. For Networking, he pointed to three consecutive quarters of order growth, signaling a market recovery.

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    Tim Long's questions to NetApp Inc (NTAP) leadership

    Tim Long's questions to NetApp Inc (NTAP) leadership • Q4 2025

    Question

    Tim Long from Barclays inquired about the fiscal 2026 guidance, noting the contrast between a lighter Q1 and a solid full-year outlook, and asked about the drivers for the expected acceleration. He also sought clarity on the product gross margin outlook amidst fluctuating NAND prices and competition.

    Answer

    CEO George Kurian attributed the strong full-year outlook to momentum from being the fastest-growing all-flash player, share gains in block storage, and accelerating cloud business. He noted Q1 caution is due to uncertainty in EMEA and the US public sector, but expects growth from large deals and added sales capacity. CFO Wissam Jabre addressed product margins, stating that while Q1 would be similar to Q4, he anticipates gradual quarterly improvement throughout the fiscal year, driven by a favorable mix from cloud and flash growth.

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    Tim Long's questions to NetApp Inc (NTAP) leadership • Q3 2025

    Question

    Elisa Shree, on behalf of Tim Long, asked about the drivers behind the strong growth in the Keystone Storage-as-a-Service offering and the current customer willingness to adopt as-a-service models over traditional purchases.

    Answer

    CEO George Kurian explained that strong cloud performance reflects broad customer enthusiasm for as-a-service models. He said Keystone appeals to two main groups: clients wanting to build a hybrid cloud architecture with on-prem infrastructure that mirrors the public cloud model, and clients deploying new applications like AI who prefer a flexible consumption model before committing to large capital expenditures.

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