Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Adam Ron
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 2on tracked calls
- Challenge rate
- 50%1 of 2 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 2 companies
CICigna1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
what gave you the confidence to raise the growth rate in the segment that has now come in worse than those at higher expectations
Show response
Brian cited three discrete headwinds: VillageMD dividend absence, Medicare stranded overhead, and up to $150M patient-facing investment costs. Long-term 5-8% growth trajectory intact.
CNCCentene Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
in terms of Medicaid MLR, if you still expect sequential Medicaid MLR declines in every quarter throughout the year
Show response
Drew provided detailed seasonality: Commercial HBR starts low and ticks up, Medicare slopes upward (PDP-driven), Medicaid back-half better. EPS 60%+ first half.
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 |
|---|---|---|
| CI Cigna | 1 | —Rate withheld: fewer than 3 questions |
| CNC Centene Corporation | 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 | 2 | 50%1 of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Guidance Reliability2
- Revenue Growth1
- Margin1