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Analyst
Andy Beale
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 1 company
NBISNebius Group N.V.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
Can you talk about the timing of capacity additions beginning in Q2 and when you expect key sites such as Pennsylvania to reach full capacity?
Show response
Andrey Korolenko laid out a heavily second-half-weighted 2026 capacity schedule with Pennsylvania and other large sites ramping in 2027.
Calendar 2025 Q4
asking about an update on the New Jersey data center site
Show response
Andrey Korolenko said the New Jersey first tranche was delivered to Microsoft on time with safety-margin buffers built into remaining commitments.
Calendar 2025 Q3
Do you have LOIs for further new US and EU DC locations, or are you further down the road with these?
Show response
Andrey Korolenko said the pipeline is robust in Europe and the US but declined to give site-level detail.
Calendar 2025 Q2
some of your competitors are signing large multiyear deals with hyperscalers. What do you need to do to get one of these deals?
Show response
Arkady Volozh said the main lever is expanding capacity, and stressed that current projections exclude any mega-deal, so such wins would be incremental.
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 |
|---|---|---|
| NBIS Nebius Group N.V. | 4 | 0%none of 4 questions |
- NBISNebius Group N.V. · 4 questions0%none of 4 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 |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Geographic Expansion1
- Demand1
- Competitive Dynamics1