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Analyst
Brendan Smith
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 4 of 4 questions from 2 companies
WSTWest Pharmaceutical Services3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
Is the current expectation baking in pretty much just Europe? Or are you seeing any customers upgrade in parallel across geographies
Show response
Eric confirmed customers making global standardization decisions and FDA observations driving U.S. upgrades. Bob noted reshoring creates automatic upgrade opportunities, potentially expanding Annex-1 TAM beyond current 6B estimate.
Can you speak to maybe like a cadence of executing that across sites or some time lines
Show response
Eric confirmed operational excellence initiative is live and being transferred to Kinston, Jersey Shore, and beyond Waterford. Benefits seen in Q1 with additional benefits expected over next several quarters. Bob confirmed some operational improvement baked into forecast.
Calendar 2025 Q4
Wondering if you could maybe speak any more granularly to West 2026 goals in this area
Show response
Eric confirmed 200 basis points Annex-1 growth continuing in 2026. Less than 15% of 6B component opportunity commercialized. Of 36B total proprietary components, 6B are Standard eligible for upgrade. 65 projects completed in Q4 with revenues building in 2026.
TEMTempus AI, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
should we assume that some of the concept of those deals drive potentially better revenue to you
Show response
Eric said the newer Lens-based deals will not change revenue recognition but add stickiness through fixed multi-year terms and customer models built inside the Tempus environment, reinforcing long-term visibility.
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 |
|---|---|---|
| WST West Pharmaceutical Services | 3 | 0%none of 3 questions |
| TEM Tempus AI, Inc. | 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Regulation Policy2
- Cloud & AI1
- Margin1
- Supply Chain1