David Williams
Equity research analyst · Needham & Company
Earnings calls
2
Oct 29, 2026 – Nov 4, 2026
Stocks asked about
2
Questions
3
Firm rating actions
0
on these stocks, from news
Coverage
Companies whose earnings calls David Williams asked questions on (from Lician's transcripts).
Questions on earnings calls
- VSH earnings call · VISHAY INTERTECHNOLOGY INCNov 4, 2026 · 1 question
- 33:48
“And let me also add my congratulations on the really solid results. Thank you. Maybe first, Joel, are you seeing any scenario maybe develop where the critical components are in shortage and you've got some inventory building, maybe around some of the adjacent components? Just…”
- 33:48
- PLXS earnings call · PLEXUS CORPOct 29, 2026 · 2 questions
- 27:58
“My question and congrats on the quarter. To jump right into it, how much of the demand acceleration reflects customer forecast increases versus pulling orders forward to secure that capacity or components? And are you guys seeing forecasts revised upwards that may give you more…”
- 41:11
“Congrats on the really solid results. Thank you. Thanks, David. Just quickly, I wanted to ask maybe on the CineCat visibility, and I think you touched on. I saw this a bit earlier, but one of your competitors, or maybe not your peers, had mentioned that the demand forecasts are…”
- 27:58
Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.
Needham & Company rating actions on these stocks
From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name David Williams. We do not use licensed rating databases.
No rating action by Needham & Company on these stocks in the headlines we store yet.