Tellvest

Companies Economy Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Andy Beale (Arete Research) — Tellvest

Analysts/Andy Beale

Andy Beale

Arete Research

Communication Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q2 '25Q1 '26

Focus Areas4 topics

Capex Investment3Geographic Expansion1Demand1Competitive Dynamics1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

NBISNebius Group N.V.25% challenging4 quarters

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?

Capex InvestmentView in transcript →

2025 Q4

asking about an update on the New Jersey data center site

Capex InvestmentView in transcript →

2025 Q3

Do you have LOIs for further new US and EU DC locations, or are you further down the road with these?

Capex InvestmentGeographic ExpansionView in transcript →

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?

ChallengingDemandCompetitive DynamicsView in transcript →