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Woo Jin Ho

Senior Hardware and Networking Analyst at Bloomberg Intelligence, featured to discuss Dell's AI server demand, revenue guidance, and competitive landscape.

Top 3 podcasts with Woo Jin Ho

Ranked by the Snipd community
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21 snips
Nov 13, 2025 • 15min

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.
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Oct 7, 2025 • 37min

Dell Hikes Estimates on Strong AI Demand

Woo Jin-ho, a Senior Hardware and Networking Analyst at Bloomberg Intelligence, discusses Dell's soaring AI server demand and impressive revenue projections through fiscal 2030. He analyzes if Dell is truly an AI company or merely a server assembler and delves into competition within the sector. Meanwhile, Brandon Scott, Mayor of Baltimore, shares insights on his city's crime reduction strategies, plans for economic development, and the impact of federal support. Together, they paint a picture of a tech-forward future and urban resilience.
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Oct 30, 2024 • 32min

Super Micro Auditor Resigns, Eli Lilly Cuts Outlook

Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.

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