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Analyst

Arthur Truslove

Citigroup · covers Industrials

Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).

Limited coverage. Only 8 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
8on tracked calls
Challenge rate
0%none of 8 questionsLimited sample
Companies
1questioned 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 8 of 8 questions from 1 company

EFXEquifax8 questions · 5 reporting periods · 0 of 8 challenging
EFX company page →

Calendar 2026 Q1

Sorry about that. So for me, you obviously mentioned earlier that AI is contributing to your margin development, and tha

Cloud & AIGuidance ReliabilityInnovation & R&DTranscript · FY2026 Q1 →
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Management addressed the question directly with specific data points.

Calendar 2025 Q4

Hi there. Thank you very much for taking my question. So just sort of following on from that.

Competitive DynamicsCreditPricingTranscript · FY2025 Q4 →
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Management addressed the question directly with specific data points.

Yeah. Just to reiterate, just if the score if there's a if the score is sold by the CRA, or if the score is sold by Equi

Competitive DynamicsGuidance ReliabilityMarginTranscript · FY2025 Q4 →
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Management addressed the question directly with specific data points.

Calendar 2025 Q2

Great. Thank you.

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Management addressed the question directly with specific data points.

Thank you very much, and thanks for answering my question. I guess one for me really.

Competitive DynamicsCreditDemandTranscript · FY2025 Q2 →
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Management addressed the question directly with specific data points.

Calendar 2025 Q1

A couple of questions for me, if I may. First one, please.

Cloud & AICost PressureCreditTranscript · FY2025 Q1 →
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Management addressed the question directly with specific data points.

Calendar 2024 Q4

Thank you. Just one follow-up from me, if it's okay.

Cloud & AICost PressureInnovation & R&DTranscript · FY2024 Q4 →
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Management addressed the question directly with specific data points.

Thanks, everyone. A couple from me. So first one, you've said that your margin in USIS can go up from 34.5% in 2014 to 3

Cloud & AICost PressureCreditTranscript · FY2024 Q4 →
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Management addressed the question directly with specific data points.

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
EFX Equifax80%none of 8 questions
  • EFX
    Equifax · 8 questions
    0%none of 8 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
2024 Q420%none of 2 questions1
2025 Q110%none of 1 question1
2025 Q220%none of 2 questions1
2025 Q3No questions recorded——
2025 Q420%none of 2 questions1
2026 Q110%none of 1 question1
  1. 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
  2. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  3. 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
  4. 2025 Q3No questions recorded
  5. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
  6. 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Cloud & AI4
  • Credit4
  • Competitive Dynamics3
  • Cost Pressure3
  • Guidance Reliability2
  • Innovation & R&D2
  • Demand2
  • Pricing1
  • Margin1