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Analyst
Andrew Cooper
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 5).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 3questioned at least once
- Reporting periods
- 5with 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 11 of 11 questions from 3 companies
HOLXHologic5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q1
is that a business model that you'd like more of your ambivalent to, how do we think about the desire to kind of grow that
Show response
Karleen confirmed gantry service and Biotheranostics are the vast majority of non-product revenue. Higher service attach rates create customer stickiness.
Any glimmers of hope or signs that, maybe this is the new normal for the long term?
Show response
Steve said Africa funding is assumed gone with any recovery as upside. Essex added the ground-level testing infrastructure is effectively broken on the continent.
Calendar 2024 Q4
Is there any reason that 40% has a cap and can't get to 100 down the road?
Show response
Steve believes Fusion attach rate could approach 100% over time through steady one-at-a-time customer wins. Lab tech familiarity drives organic adoption of additional assays.
Is the exit rate fairly similar, how do we think kind of the landing spot as we move through the course of the year
Show response
Karleen cautioned Q4 exit rate is not a FY2026 starting point due to seasonal expense patterns. Steve reinforced year-over-year quarterly comparisons as the right frame.
Calendar 2024 Q3
how much of that is just these transitory items getting lapsed by the time or resolved
Show response
Karleen declined to quantify the split between transitory headwind resolution and structural improvement but confirmed both contribute to expected H2 margin expansion.
RVTYRevvity4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
how does this constrained capital environment impact the way you go to market with these newer products?
Show response
Prahlad argued new software NPIs are upsells to existing installed base, not new CapEx purchases. Customer pull-driven development with traction expected to build over a few quarters.
would you call normal versus the tariffs versus FX versus cost-saving program costs?
Show response
Max explained Q1 and Q2 margins lighter than normal due to extra operating week, cost programs not fully completed until end of Q2. Back-half benefits from cost completion, tariff anniversary, and lower FX headwind.
Calendar 2024 Q4
is it safe to say you do see this year is actually a little bit above that trend you talked about before, absent those investments
Show response
Max confirmed underlying margin expansion is above the 20-40 bps guide, offset by intentional strategic investments.
are they a little bit more uneasy with some of the regulatory and administration changes that are playing out sort of as we speak?
Show response
Prahlad noted regulatory uncertainty is a prudence factor, not an actual observed pause. Portfolio diversification limits exposure.
UHSUniversal Health Services2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
If you could give a little bit more color on what the drags are, whether it is demand versus cost
Show response
Filton isolated physician base development as the constraint, not demand, and distinguished the new beds as additions to proven-demand facilities.
curious if you could give a little bit more on the way you are thinking about capital allocation
Show response
Filton said the approach is unchanged by OBBBA beyond an existing tilt toward outpatient and less Medicaid-centric service lines.
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 |
|---|---|---|
| HOLX Hologic | 5 | 0%none of 5 questions |
| RVTY Revvity | 4 | 0%none of 4 questions |
| UHS Universal Health Services | 2 | —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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 4 | 0%none of 4 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin5
- Demand4
- Capex Investment2
- Revenue Growth2
- Regulation Policy2
- Capital Allocation1
- M&A1
- Cloud & AI1
- Trade Tariffs1
- Product Launch1
Show all 12 topics
- Guidance Reliability1
- Cost Pressure1