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摩根大通:首席投资官调查_半导体、美国硬件_半导体行业专家评论
摩根· 2025-07-04 01:35
Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 30 June 2025 Positioning/Themes, CIO Survey/Semis, Chroma ATE Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com A quiet week going into 4oJ, with most eyes on the passage of the Trump Administration's reconciliation bill, as well as a bit of macro data (US manufacturing ISM Tues morning 10am, the US jobs report Thurs morning 8:30am and US s ...
PC nection(CNXN) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:32
PC Connection (CNXN) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Samantha Smith - Account ManagerTimothy McGrath - President & CEOThomas Baker - Senior VP, CFO & TreasurerAdam Tindle - Managing Director Conference Call Participants Anthony Lebiedzinski - Senior Equity Research Analyst Operator Thank you, operator, and good afternoon, everyone. Welcome to the First Quarter twenty twenty five Connections Earnings Conference Call. My name is Deedee, and I will be the coordinator for t ...
PC nection(CNXN) - 2025 Q1 - Earnings Call Transcript
2025-04-30 20:30
PC Connection (CNXN) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Thank you, operator, and good afternoon, everyone. Welcome to the First Quarter twenty twenty five Connections Earnings Conference Call. My name is Deedee, and I will be the coordinator for today. At this time, all participants are in listen only mode. Following the prepared remarks, there will be a question and answer session. As a reminder, this conference call is the property of Connection and may not be recorded or rebroadcas ...