ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsElaine Marion - CFOKley Parkhurst - Senior VPMark Marron - CEO and PresidentConference Call ParticipantsGreg Burns - AnalystMaggie Nolan - Research AnalystOperatorEarnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question-and-answer session. If you would like to ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker3Earnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, then the number one on your telephone keypad to raise your hand and enter the queue. If you would like to withdraw your questi ...

Group 1 - Cloudflare, Inc. is transitioning from a usage-based platform to a fundamental enterprise infrastructure platform focusing on security, networking, and AI computation [1] - The company is leveraging its software-defined edge to facilitate this transition [1] Group 2 - The investment style focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times outweighing downside risk [1] - Risk management is prioritized, aiming for a strong margin of safety to protect against capital impairment while maximizing long-term compounding [1] - The investment horizon is set at 2-3 years to ride out volatility, ensuring that patience, discipline, and intelligent capital allocation drive outsized returns over time [1]

Core Insights - Nvidia dominates the data center GPU market and is expanding into networking, particularly with its rack-scale AI solutions [1] - In Q3 fiscal 2026, Nvidia's networking revenue reached $8.2 billion, a 162% increase year over year, driven by demand from major companies building AI data centers [2] - The networking attach rate for Nvidia's AI systems is nearly 90%, indicating strong integration of networking products with AI solutions [4] Networking Growth - The networking requirements for AI data centers differ significantly from standard cloud data centers, necessitating high data throughput for GPU efficiency [5] - Nvidia has captured an 11.6% share of the data center Ethernet switch market, ranking third behind Arista Networks and Cisco Systems [6] - The introduction of the Rubin platform, which integrates GPUs, CPUs, and networking technologies, is expected to enhance networking revenue significantly in 2026 and beyond [7][8] Customer Demand - Nearly 90% of customers purchasing Nvidia AI systems also acquire networking products, highlighting the growing demand for ultra-fast networking gear in large-scale AI data centers [9]

Industry Trend - Peak season for "interlopers" crashing company parties [1] - Individuals attend company parties for learning, networking, and free food/drinks [1] Networking Opportunities - Company parties offer opportunities to learn, network, and grow professionally [1] Cost Saving - Attendees benefit from sponsored free food and drinks at company events [1]

Career & Business Advice - Networking is crucial for career advancement and business success, often outweighing academic achievements [1][3][7] - 70% of job opportunities are not advertised online, highlighting the importance of networking to access hidden opportunities [4] - Networking provides access to knowledge and experience that textbooks cannot offer, especially from seasoned professionals [8][9] - In business, networking builds credibility and trust, essential for successful partnerships and ventures [11][12] Networking Strategies - Effective networking involves bringing value to the other person, requiring preparation and understanding of their needs [18][19] - Introverts can network effectively by being objective and focusing on specific goals [20] - Curiosity, vulnerability, and providing value are key elements of successful networking [20] Psychological Aspects of Networking - Recruiters are often influenced by social proof and familiarity, making referrals and known candidates more likely to be hired [13][14] - The reciprocity principle encourages people to return favors, strengthening network connections [15][16] - Weak connections can be surprisingly helpful in networking, offering diverse perspectives and opportunities [10] Impact of Networking - Individuals with strong networks experience a 20% income growth in 5 years, compared to those without [10] - Networking leads to a 32% growth in CXO (CEO, etc) level promotions within 5 years [10] - Referrals account for only 7% of total applicants but result in 40% of total hires, demonstrating the power of networking [10]

Personal Branding & Marketing - The core message revolves around breaking personal "bubbles" of fear, failure, and self-doubt to achieve one's potential [1][15][40] - Building a personal brand is presented as a key strategy to unlock opportunities and overcome limitations [19][20] - The importance of online presence in the digital era is emphasized, highlighting the shift from traditional offices to remote work and the increasing reliance on social media [22] - Personal branding is defined as presenting oneself with intent and embodying value, not just self-promotion or fake followers [23][24] - Creating valuable content on social media is crucial for attracting attention and building a positive reputation [26][27] Networking & Relationship Building - Networking is essential for leveraging a personal brand and creating opportunities [29][31] - Opportunities often arise through connections and relationships with others [30] - Social media platforms can be used to connect with top personalities and build a global network [35][36] - Providing value to others is key to building strong relationships and fostering reciprocity [37][39] Entrepreneurial Journey & Resilience - The narrative shares a personal journey of overcoming failures in startups and music to find success in personal branding and PR [4][5][6][8][13][14] - Resilience and patience are highlighted as crucial qualities for achieving long-term goals [16]

Industry Trend - Peak season for "interlopers" crashing company parties [1] - Individuals prefer company parties for networking, learning, and free food/drinks over bars [1]

Industry Trend - Peak season for "interlopers" crashing company parties [1] - Individuals attend company parties for learning, networking, and free food/drinks [1] Networking Opportunities - Company parties offer opportunities to learn, network, and grow professionally [1] Cost Saving - Attendees benefit from sponsored free food and drinks at company events [1]

Good morning. Before I start, I have to confess something. For many years, I have been a believer in the myth of the lone wolf. We all know that character, right? The entrepreneur or the business person who is chasing the win at all costs with sheer willpower. mostly living on ambition and caffeine, right? We're chasing wins. We're chasing metrics. We're celebrating chasing that little last client like it's the last slice of pizza. But being the lone wolf is not sustainable. It doesn't work. You get burnt o ...