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Analyst
Ben Mayo
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters; questions recorded in 2).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 2 companies
HCAHCA Healthcare1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
talk about any of the -- any payer behavior changes, particularly post discharge denials
Show response
Mike acknowledged elevated denial activity especially in Medicare Advantage but noted revenue cycle improvements have mitigated earnings impact.
UHSUniversal Health Services1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I'm just curious how West Henderson is performing now and any cannibalization of that on overall volumes within the quarter? And then my second question is just on Cedar Hills, whether or not you t...
Show response
Filton said West Henderson has had positive EBITDA since opening, with 50-60 basis point cannibalization impact on same-store admissions. Cedar Hill lost $25M in Q3, expected breakeven in Q4, with $50M 2025 drag becoming 2026 tailwind offset by Florida hospital startup costs.
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 |
|---|---|---|
| HCA HCA Healthcare | 1 | —Rate withheld: fewer than 3 questions |
| UHS Universal Health Services | 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 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Regulation Policy1
- Geographic Expansion1
- Revenue Growth1