Ruplu Bhattacharya

Coverage

Companies whose earnings calls Ruplu Bhattacharya asked questions on (from Lician's transcripts).

• CDWCDW Corp
• VSHVISHAY INTERTECHNOLOGY INC

Questions on earnings calls

1. CDW earnings call · CDW CorpNov 4, 2026 · 1 question
   • 43:02

     “The first one is on gross margins. You've talked about AI several times. What percent of revenue or what percent of gross profit were AI infrastructure sales? Are margins lower on the AI sales? And beyond that, did vendor incentives or competitive pricing have any influence on…”

2. VSH earnings call · VISHAY INTERTECHNOLOGY INCNov 4, 2026 · 2 questions
   • 41:07

     “Joel, can you give us an update on the qualification process you had with external foundries? How much of the production is now outsourced to foundries? And I think you said AI related to the Korean foundries. How much is the total AI revenue this year that you're expecting? And…”

   • 45:10

     “We're at 18 weeks of inventory. It was pretty flat. That's a global number. The Asia number, Dave, what do you have? Down to 12. 12 weeks of inventory in Asia. It's low. We want to put more product on the shelf in Asia. They want to stock, but they haven't pulled through, and…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

BofA Securities rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Ruplu Bhattacharya. We do not use licensed rating databases.