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    W. Chiu

    Vice President and Equity Research Analyst at Raymond James

    W. Chiu is a Vice President and Equity Research Analyst at Raymond James, specializing in the coverage of the technology and internet sectors. He is known for analyzing and providing insights on various public software and internet companies, helping investors make informed decisions in rapidly evolving markets. With a demonstrated history in equity research and stock analysis, W. Chiu has built his career at Raymond James, advancing through roles of increasing responsibility. He holds FINRA securities licenses and regularly publishes in-depth reports that demonstrate his analytical rigor and commitment to industry best practices.

    W. Chiu's questions to HARMONIC (HLIT) leadership

    W. Chiu's questions to HARMONIC (HLIT) leadership • Q1 2025

    Question

    W. Chiu of Raymond James, on behalf of Simon Leopold, asked about options for diversifying the Broadband manufacturing footprint, whether there were any changes in spending visibility from top MSO customers, and the reason for the significant drop in guided Q2 Broadband gross margins.

    Answer

    CFO Walter Jankovic explained that while options like nearshoring to Mexico are being explored, any supply chain changes are preliminary pending clarity on the permanent tariff environment. He stated there has been no change in customer behavior to date. The Q2 margin drop is attributed to an estimated $3 million tariff impact and a below-average mix of high-margin cOS software licenses.

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    W. Chiu's questions to F5 (FFIV) leadership

    W. Chiu's questions to F5 (FFIV) leadership • Q1 2025

    Question

    Asked for more detail on the timing of the system refreshes and if the current strength changes the long-term outlook for the systems business.

    Answer

    The hardware strength is greater than anticipated due to accelerated refresh, expansion, and competitive wins driven by hybrid multi-cloud adoption. The long-term view of a shift to software remains, but AI presents a potential 'wildcard' for future hardware demand.

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    W. Chiu's questions to Nutanix (NTNX) leadership

    W. Chiu's questions to Nutanix (NTNX) leadership • Q1 2025

    Question

    Victor Chiu, on behalf of Simon Leopold from Raymond James, asked if the increased customer engagement driven by the VMware situation represented an acceleration. He also inquired about the typical transition time for a customer moving away from VMware.

    Answer

    CEO Rajiv Ramaswami described the VMware opportunity as a dynamic but largely unchanged multiyear opportunity, with no significant change in win rates this quarter. He explained that migration timelines vary greatly: a simple vSphere migration can take a month or two, while large, complex estates can take several years and require professional services. He noted the vast majority of smaller customers fall into the easier migration category.

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