Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Aaron Kessler
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 3 companies
HIMSHims & Hers Health, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
on gross margins, how to think about that through the remainder of the year?
Show response
Yemi guided gross margins to increase sequentially on scale and non-GLP-1 growth; Andrew framed longevity and preventative care as a large future opportunity; direct.
Calendar 2024 Q4
mentioned menopause testing as well as low T or testosterone on them. Any thoughts on timing
Show response
Andrew guided whole-body testing to the first half of the year unlocking new specialties, and Yemi expects continued revenue-per-sub expansion, direct.
DUOLDuolingo, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
should we think about the AI investments this year as mainly Duo Max and Voice Calls
Show response
von Ahn said AI spend splits into cost-cutting automation that speeds content and real-time LLM query costs for live features like Video Call.
GDDYGoDaddy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
I think you said 50% of bookings for web presence, which is pretty impressive. Just any thoughts on maybe how much those are kind of incremental
Show response
Mark acknowledged difficulty measuring incrementality directly but pointed to positive average order size trends. Partial but honest answer.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HIMS Hims & Hers Health, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| DUOL Duolingo, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| GDDY GoDaddy | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 3 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Revenue Growth2
- Margin1
- Cloud & AI1
- Capex Investment1