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Analyst
Ati Modak
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with 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 6 of 6 questions from 1 company
PWRQuanta Services6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q1
if the gas generation opportunity is something you expect to actively lean into and grow as a core focus over the years
Show response
Duke said they are highly focused on gas generation with daily inbound calls, but will be prudent on combined cycle risk, growing as contract structures improve.
Calendar 2025 Q4
Can you talk about that a little bit more, give us any color on what you're thinking of and what we should expect there?
Show response
Duke emphasized solution-based discussions addressing labor and supply chain constraints, with 5-10 year visibility driving long-term customer partnerships.
Calendar 2025 Q3
is there a way to think about the dollar value of the project, maybe on a gigawatt basis or whatever way you would like to guide us?
Show response
Duke sized the project comparable to SunZia, with Quanta taking 50% of CCGT JV plus direct work on batteries. Emphasized selectivity, no one-off CCGT work.
Calendar 2025 Q2
what prompted the acquisition of Dynamic Systems, because it seems like it has a broader end market exposure
Show response
Duke explained the acquisition was customer-driven, adding craft-centric mechanical capabilities that complement Cupertino across utility and technology TAMs.
Calendar 2025 Q1
Can you talk about that visibility, what stages do you see these at? And then when should we expect these to show up in the backlog?
Show response
Duke pointed to 765 kV builds across the country, MISO and PJM planning, and firmly dismissed claims that generation would replace transmission.
Calendar 2024 Q4
if you can provide some color on the margin performance in the electric power segment, the factors that drove that, and how much of the margin improvement should we consider as structural
Show response
Duke provided a clear margin framework of 10.5-11% going forward, with potential for 12% in outer years with high utilization.
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 |
|---|---|---|
| PWR Quanta Services | 6 | 0%none of 6 questions |
- PWRQuanta Services · 6 questions0%none of 6 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 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 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Competitive Dynamics3
- Capex Investment2
- M&A1
- Cloud & AI1
- Margin1