Nathan Naidu
Technology research analyst at Bloomberg Intelligence covering mobile-app marketing and ad-tech, who explained AppLovin's business model and AI-related disruption risks.
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Feb 12, 2026 • 24min
Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains
Nathan Naidu, tech research analyst who studies mobile-app marketing, breaks down AppLovin and AI disruption risks. Michael Halen, restaurant and foodservice analyst, covers McDonald’s value-driven US sales and Restaurant Brands’ international mix. Jody Lurie, senior credit analyst, analyzes Hyatt’s earnings and leverage. Woo Jin Ho, hardware and networking analyst, explains DRAM-driven margin pressure hitting Cisco despite AI demand.
