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Tim Savageau

Managing Director and Senior Research Analyst at Northland Capital Markets

Tim Savageaux is a Managing Director and Senior Research Analyst at Northland Capital Markets, specializing in broadband communications infrastructure, networking systems, and enabling technologies across AI data centers, optical, wireless, and cable networks. He covers approximately 30 companies, including LUNA Innovations and Ciena Corp, maintaining a rating ratio of over 70% Buy recommendations and delivering a documented price target met ratio of 61.62%, with top calls generating returns exceeding 10% in a single day and an overall analyst star rating of 4.9. Savageaux began his research career at JP Morgan before serving in senior roles at Robertson Stephens, Volpe Brown Whelan, WR Hambrecht, Merriman Curhan Ford (Director of Research), and founded Terrapin Research, joining Northland in 2015. He holds an MBA from UCLA Anderson, a BS in Mathematics from the University of Maryland, and maintains FINRA registrations including SIE, Series 7, 24, 63, and 86/87.

Tim Savageau's questions to Fabrinet (FN) leadership

Question · Q1 2026

Tim Savageau referenced previous comments about accelerating growth in fiscal 2026 and asked if the current first-half growth rate represents a reasonable baseline for the year, or if further acceleration is expected. He also asked about the composition of the sequential revenue guide and the status of component shortages.

Answer

Chairman and CEO Seamus Grady acknowledged the accelerating growth (19% FY25, 22% Q1 FY26, 29% Q2 FY26 midpoint) but declined to provide a full-year guide, expressing optimism due to strong, robust, and sustainable demand across multiple categories. He clarified that the ordering of DCI, DataCom, and HPC as growth drivers was not indicative of their relative demand. Regarding component shortages, Mr. Grady believes issues generally resolve, expecting improvement with possibly another quarter or two of tight supply as capacity ramps.

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