Jeff Schmidt
Equity research analyst · William Blair
Earnings calls
1
Nov 4, 2026 – Nov 4, 2026
Stocks asked about
1
Questions
2
Firm rating actions
0
on these stocks, from news
Coverage
Companies whose earnings calls Jeff Schmidt asked questions on (from Lician's transcripts).
Questions on earnings calls
- AIZ earnings call · ASSURANT, INC.Nov 4, 2026 · 2 questions
- 1:25:56
“On AI, where are you seeing the clearest financial benefits today, whether it's in claims, fraud, or customer service? And could those benefits become kind of meaningful enough to impact margins over time?”
- 1:27:18
“And then a question on the smartphone upgrade cycle. You know, I think that's extended to roughly four years now. And is that creating a larger opportunity for referral? Or does that, you know, does the slower replacement cycle kind of offset any benefits by lowering device…”
- 1:25:56
Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.
William Blair rating actions on these stocks
From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Jeff Schmidt. We do not use licensed rating databases.
No rating action by William Blair on these stocks in the headlines we store yet.