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Tyler Bomba

Research Analyst at Baird Financial Group, Inc.

Milwaukee, WI, US

Tyler Bomba is an Equity Research Analyst at Robert W. Baird & Co., specializing in finance and consumer services sectors. Based in Milwaukee, he plays a key role in Baird's institutional research team, though information on specific companies covered and quantitative performance metrics are not publicly available. Bomba began his career after graduating from Marquette University and has built his network within Baird, consistently demonstrating professionalism and expertise in equity research. His credentials likely include the standard FINRA securities licenses necessary for his analyst role, but specific registration numbers or notable recognitions are not listed.

Tyler Bomba's questions to Knowles (KN) leadership

Question · Q4 2025

Tyler Bomba sought a detailed update on the supply-demand dynamics within the industrial market, asking if the second half of the year is expected to see a revenue rebound if the first half achieves supply-demand balance. He also inquired about potential component shortages impacting demand in the second half.

Answer

CEO Jeffrey Niew indicated expectations for strong industrial shipments in the first half of 2026, building on strong performance in the second half of 2025. He projected a flattish outlook for the industrial market in the back half of the year but overall growth for the full year, noting industrial as a turns business with shorter lead times. Niew also mentioned strong bookings (1.06 book-to-bill in Q4, strong January) and growing concerns about capacity, utilization, and pricing, suggesting the company needs to be prepared for continued high demand in the second half.

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Question · Q4 2025

Tyler Bomba requested a detailed update on supply-demand dynamics in the Industrial market, asking if Industrial revenue is expected to rebound in the second half of 2026 after a balanced first half. He also inquired if component shortages across the industry were impacting Knowles' demand for the second half of the year.

Answer

Jeffrey Niew (President and CEO) stated that strong Industrial shipments are expected in the first half of 2026, with the back half currently looking flattish but overall growth expected for the full year. He noted that strong bookings (Q4 2025 book-to-bill 1.06x, strong January 2026) indicate continued demand, and the company is starting to see concerns about capacity and pricing as they enter the back half of the year, preparing for potential shortages if demand continues.

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Tyler Bomba's questions to SEMTECH (SMTC) leadership

Question · Q4 2025

Tyler Bomba, on for Tristan Gerra, asked for an update on LoRa inventory levels and the timing of the Mercedes factory ramp. He also inquired about medium-term opportunities for Linear Pluggable Optics (LPO) in the data center.

Answer

Executive Mark Lin confirmed that channel inventories, including for LoRa, are monitored and aligned with expected demand, and noted the Mercedes deployment has already occurred. President and CEO Hong Hou explained that near-term LPO opportunities are primarily in 800-gig applications, where Semtech provides both TIA and laser driver solutions. For 1.6T, he noted the industry focus is more on Linear Receive Optics (LRO), where Semtech supplies the TIA component.

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