LicianPro

Tom O'Malley

Equity research analyst · Barclays

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 Tom O'Malley asked questions on (from Lician's transcripts).

Questions on earnings calls

    • 22:09
      “I had a question on the camera controllers as well. You talked about continued proliferation of the third generation camera controller, and you talked about the fourth coming in 2028. Is there a roadmap that you can see that content stepping up as well in the interim period of…”
    • 25:48
      “Yeah, as we mentioned, you know, this is kind of a high point for us from a gross margin this quarter, where we're benefiting from some of the wafer prices. We had previously. And you can see from our guide, you know, that does drop down from our high point, you know, into that…”

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

Barclays rating actions on these stocks

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

No rating action by Barclays on these stocks in the headlines we store yet.