Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Ameet Thakkar
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 15on tracked calls
- Challenge rate
- 20%3 of 15 questions
- Companies
- 5questioned at least once
- Reporting periods
- 7with 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 15 of 15 questions from 5 companies
WMBWilliams Companies6 questions · 4 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
you kind of indicated that $5.34 billion supports 59% of the expected JV project capital
Show response
John attributed the gap mostly to capitalized interest but did not fully bridge the figures; partial.
Calendar 2026 Q1
Is the counterparty kind of the same that you have for Socrates the Younger and Socrates for this particular project
Show response
Management declined to identify the Neo counterparty citing confidentiality. Promised disclosure when possible.
from an air permitting standpoint and whatever kind of regulatory approvals that maybe the Public Utility Commission
Show response
Larsen confirmed Neo is in early permitting phase with filings expected later this year now that the project is commercialized.
Calendar 2025 Q4
your -- the kind of the evolution of the power innovation business has kind of gone from having access to turbines to now I guess kind of demonstrating a solution.
Show response
Thakkar asked about controlling construction costs at scale. Larsen said they are not using an EPC model, instead managing projects through their own procurement team and leveraging long-standing contractor relationships. Equipment costs are a larger share than labor relative to pipeline projects. Zamarin noted the contracting partners want to grow with Williams through the opportunity ramp.
Calendar 2025 Q3
Are you saying that, that 6 million tons per annum has now been fully contracted and is take-or-pay
Show response
Zamarin confirmed Woodside holds full 14 MTPA equity and offtake with investment-grade credit. Any future sell-down transfers offtake obligation. Today 100% contracted between Woodside and Williams.
Are you availing yourself of any other sorts of things kind of beyond the equipment that you did with Socrates such as fuel cells
Show response
Zamarin said added some batteries to scope but vast majority remains natural gas turbines. Exploring different technologies in partnership with customers but very small portion of overall investment.
BEBloom Energy Corporation4 questions · 3 reporting periods · 2 of 4 challenging
Calendar 2025 Q3
Your 10-Q kind of refers to $288 million of related power -- related party revenues during the quarter.
Show response
Kurzymski answered directly, attributing the disclosure to Brookfield JV equity stakes and noting the equity investments are fairly small and capped.
Calendar 2025 Q1
I was just wondering if you could kind of share with us where are you sourcing that if it's not from China
Show response
Sridhar confirmed non-China sourcing and supply confidence but declined the specifics, saying sources and methods are part of Bloom's IP.
I was wondering if you could kind of level set us on the kind of the megawatt that you've got deployed
Show response
Berenbaum declined the metric entirely, arguing every megawatt is not the same across base load, islanded microgrid and load following configurations.
Calendar 2024 Q4
it looks like you guys had kind of a $325 million kind of cash benefit from AR coming in one
Show response
Berenbaum confirmed the SK collection but cut off the operating-income-to-cash-conversion follow-up with next question, please.
PWRQuanta Services3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2025 Q3
your solar and storage backlog increased pretty significantly versus last quarter. I was just wondering if you guys could provide a little bit more color
Show response
Duke attributed growth to normal LNTP-to-FNTP conversion, not pull-in. Battery storage business called fantastic. 67,000-68,000 employees are fungible across segments.
Calendar 2025 Q2
the portion of your backlog from MSAs is down, I think, of $900 million kind of quarter-over-quarter
Show response
Jayshree dismissed MSA decline as timing. Dynamic Systems brought $1.8 billion of multiyear backlog extending into 2026-2028, to be reflected in Q3.
Calendar 2025 Q1
it looked like the Long Island Power Authority, I guess, floated down your application to kind of be the grid operator there
Show response
Duke explained the management team voted for Quanta but the Board didn't accept, noting they'll follow up. Confirmed it was not anticipated in guidance.
GEVGE Vernova1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I was just wondering if you had an update there on what you think that product could or could not be.
Show response
Reported an automated fuel-cell line built and durability/life testing underway; commercial customer discussions pushed to 2027, with 2026 focused on technology validation.
TRGPTarga Resources1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Is your confidence of growing kind of export volumes ended with that any kind of based on success you've had in kind of your commercial commitments you've been able to procure already?
Show response
Branstetter emphasized export as part of the integrated value chain, 8 new plants drive molecules through pipe, frac, and export dock. Generally well contracted across the dock, with more long-term supply conversations than ever. Q4 impacted slightly by fog.
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 |
|---|---|---|
| WMB Williams Companies | 6 | 0%none of 6 questions |
| BE Bloom Energy Corporation | 4 | 50%2 of 4 questions |
| PWR Quanta Services | 3 | 33%1 of 3 questions |
| GEV GE Vernova | 1 | —Rate withheld: fewer than 3 questions |
| TRGP Targa Resources | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 3 | 33%1 of 3 questions | 2 |
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | 4 | 25%1 of 4 questions | 3 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q13 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q34 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation4
- Innovation & R&D3
- Competitive Dynamics3
- Demand3
- Revenue Growth3
- Capex Investment2
- Cloud & AI2
- Regulation Policy2
- Product Launch1
- Cost Pressure1
Show all 15 topics
- Geographic Expansion1
- M&A1
- Supply Chain1
- Trade Tariffs1
- Guidance Reliability1