Tim Savageaux Analyst Performance

Tim Savageaux joined Northland in 2015 and covers broadband communications infrastructure and networking systems, components enabling technologies and service providers across technologies including optical, fixed and mobile wireless and Cable TV and end markets including AI Data Centers, Carrier Access and Transport networks and Cloud provider networks. Key themes include growth in rural fiber and fixed wireless deployment and investment in high capacity AI data center networks driving significant increases in both broadband subscribers and overall bandwidth consumption. Tim began his research career at JP Morgan in New York and joined Robertson Stephens in San Francisco in 1996. Over the next two decades, Tim served in senior research and management roles at Volpe Brown Whelan, WR Hambrecht, and Merriman Curhan Ford, where he was also Director of Research, in addition to founding independent research and advisory firm Terrapin Research and Management. Sector Description: AI Data Center Infrastructure, Fiber, Cable and Fixed Wireless Broadband Access and Backhaul Networks, Enabling IC and Optical Component Technologies, Rural Broadband Networks and Service Providers. Tim has an MBA from the Anderson School at UCLA and a BS in Mathematics from the University of Maryland.