Limited coverage. Only 1 question of coverage. Treat these numbers as directional — sample too small for reliable averages.
1
Companies
1
Questions
0%
Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Can you just talk more about the drivers of that revision? What are you seeing in the market and in your backlog that gives you confidence in this new guide?