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Analyst
Brad Bowers
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q3 (5 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned 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 6 of 6 questions from 2 companies
COOCooper Companies (The)3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
wanted to hear about some of the more competitive dynamics and the confidence that those remain in your favor.
Show response
Al said competitive dynamics remain favorable but Cooper does not yet play in the fast-growing super premium daily segment, a growth gap.
Calendar 2025 Q3
kinda wanted to get an update on market situation, you know, market share dynamics with the competing product launch
Show response
PARAGARD market share dynamics and competitive product launch status. Management responded with context on this topic.
just how you we should think through that. Thank you.
Show response
Gross margin tailwinds from lower CapEx and tariff mitigation. Management responded with context on this topic.
TEMTempus AI, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
I think there's a little bit of the elephant in the room on what the agreement looks like for 2027 and beyond.
Show response
Eric said the foundation model met AstraZeneca's blinded acceptance criteria and can now serve as the basis for their R&D work, and that AZ's existing data agreement runs several more years with strong incentives to lock in a long-term extension.
Calendar 2026 Q1
I just wanted to think about the impact of Tempus as therapy selection gets more widely formally included into labels
Show response
Eric said companion diagnostics wins will not change U.S. physician ordering; platform drives growth.
Calendar 2025 Q4
I just wanted to kind of hear about what the expectation should be for gross margin.
Show response
Jim said higher ASPs lift gross margin but Tempus balances panel breadth over margin maximization.
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 |
|---|---|---|
| COO Cooper Companies (The) | 3 | 0%none of 3 questions |
| TEM Tempus AI, Inc. | 3 | 0%none of 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 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
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Margin2
- Product Launch1
- Cloud & AI1
- Innovation & R&D1
- Regulation Policy1
- Pricing1
- Demand1
- Trade Tariffs1