Senior Research Analyst and Managing Director, Neuberger Berman
Search every verified Daniel Flax interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Daniel Flax, Senior Research Analyst and Managing Director at Neuberger Berman, has recently appeared on multiple financial news programs to discuss technology companies. On November 3, 2026, he commented on Apple's earnings, stating he remains bullish on the stock over the next 12 months. He said that while rising memory costs are a headwind through 2027 and possibly beyond, Apple has enough levers to navigate the challenge, including savings in other components and improved manufacturing yields. He also cited continued execution on product cycles, growth of the installed base, and services as factors supporting his outlook. In late October 2026, Flax discussed Anthropic's S-1 filing on Bloomberg, saying it signals an "extraordinary growth trajectory ahead." He noted that while the company faces fierce competition and significant investments, its revenue concentration is broad, with nearly 80% of third-quarter revenue coming from outside its top five customers. On October 20, 2026, during an appearance on The Information's TITV, Flax previewed Big Tech earnings and said he considers Meta a hyperscaler. He said he would be watching the health of Meta's core digital advertising business and its early agentic strategy around Muse. He also discussed cloud investment strategies at Google, Microsoft, and Amazon, saying negative free cash flow for 12 to 18 months is a reasonable tradeoff if growth becomes more durable.
Neuberger's Daniel Flax shares his outlook for Apple following the company's first earnings call under CEO John Ternus. He remains bullish on the stock, saying Apple's memory chip challenges are not "insurmountable".
Daniel Flax, Neuberger senior research analyst and managing director, says Anthropic's S-1 signals an "extraordinary growth trajectory ahead." Speaking on "Bloomberg Open Interest," Flax also acknowledges Anthropic faces challenges from competition. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg T…
Neuberger Senior Research Analyst Dan Flax previews the upcoming Big Tech earnings season and explains why Meta has officially entered the hyperscaler tier. He breaks down the massive financial implications as Meta prepares to face off against Google, Microsoft, and Amazon. Subscribe: https://www.theinformation.com/subscribe The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: / theinformation TikTok: / titv.theinformation LinkedIn: / theinformation
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