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Analyst

Anna Wu

Goldman Sachs · covers Industrials

Period: Reporting period mapped to calendar 2025 Q4.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned at least once
Reporting periods
1with 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 2 of 2 questions from 1 company

TRIThomson Reuters Corporation2 questions · 1 reporting period · 0 of 2 challenging
TRI company page →

Calendar 2025 Q4

How do you monetize your AI product innovations further to capture the increased AI-driven consumptions in pricing?

Show response

Steve clarified enterprise pricing means TR benefits from headcount reduction, not victimized. Pricing increasingly based on value delivery. Mike noted slightly higher overall pricing yield expected in 2026 vs 2025, and EBITDA margin expansion of 100bps in each of 2026-2028 signals strong investment return monitoring.

what are you hearing from your customer on the rollout of AI solutions in TNA

Competitive DynamicsCloud & AITranscript · FY2025 Q4 →
Show response

Steve flatly rejected the premise, general-purpose AI cannot perform tax calculation faster, more accurately, or cheaper than TR's engines. Pagero fully met 2025 expectations. Opportunity is to extend from tax calculation into shoulder activities via Ready to Review and Ready to Advise across the full product portfolio.

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.

CompanyQuestionsChallenge rate
TRI Thomson Reuters Corporation2—Rate withheld: fewer than 3 questions
  • TRI
    Thomson Reuters Corporation · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q420%none of 2 questions1
  1. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Cloud & AI2
  • Pricing1
  • Competitive Dynamics1