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Analyst
Andrew Harte
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 3 of 3 questions from 2 companies
MSTRMicroStrategy Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
it'd be great to hear some examples of some of the doors that have been open since strategy got a credit rating
Show response
Kang said reaction has been as expected with the public credit profile opening up interest, but acknowledged it's still early. Le and Saylor added that volatility is driving an unprecedented number of conference invitations and investor meetings, positioning Stretch as the gateway product for conventional investors.
Calendar 2025 Q3
Can you just shed some additional color and light on plans to fund those dividends? And then if there was a period where the mNAV compressed or was even below 1x, how could that plan potentially ch...
Show response
Le detailed that current $689M annual dividend/interest is only 2.6% of equity raised in the last 12 months. For below-1x scenarios: sell equity/Bitcoin derivatives, sell high-basis Bitcoin at a loss, all while preserving ROC dividend treatment. Would not sell software business as it would create positive E&P.
HOODRobinhood Markets, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
love to just kind of hear areas you’re focusing on for customer acquisition strategy and focus areas
Show response
Vlad covered onboarding and card-to-brokerage cross-sell; Shiv called the PDT removal an industry-wide tailwind visible from June.
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 |
|---|---|---|
| MSTR MicroStrategy Inc. | 2 | —Rate withheld: fewer than 3 questions |
| HOOD Robinhood Markets, Inc. | 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 |
|---|---|---|---|
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 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 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Credit2
- Subscriber Growth1
- Regulation Policy1
- Capital Allocation1