The best part about it is it appears to be a genuine off-the-cuff answer to a real caller, with minimal if any prep. on the question.
You can tell by the fact that the Analyst would have used A.F.'s name right away, but perhaps wasnt 100% confident doing so. Also shows when he stumbles around a tad, describing Avigilon's business as "cameras, camera software for industrial uses".
It's another confirmation that the Bulls of Bay Street no longer automatically bless all done in the name of the Fernández, the Schmode, and the Healthy CFO.
I had first hand experience with this attitude on one of my earlier projects. The ethics and professiolism of company come ito play just as much as the quality and performance of their products, when making selections for a design/RFP.
It's too bad, beacuse thier local sales rep is a great guy and very knowledgable.