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Analyst
Chris Baker
Chris Baker of Evercore ISI asked 6 questions on 5 earnings calls at 3 companies Tellvest tracks, from 2026 Q1 to 2026 Q3. Baker's most common topics are Capex Investment, Cost Pressure and Capital Allocation, with the most questions at APA Corporation, ConocoPhillips and Devon Energy. Baker's most recent question was on Devon Energy's 2026 Q3 call, about M&A and Capex Investment.
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q3 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned 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. See how we grade analysts on earnings-call questions.
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 3 companies
APAAPA Corporation4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q3
We are likely to see that show up in terms of lower capital or perhaps higher volumes?
Show response
Rodgers saw upside from carrying Midland efficiencies to the Delaware but did not say whether it lands in capital or volumes.
any split you can offer you know, what you have locked in with projects this year versus new initiatives
Show response
Riney said this year's $100 million of projects deliver about $40 million of run-rate LOE savings, with a smaller 2027 slate.
Calendar 2026 Q2
the added flexibility that hitting that target provides in terms of
Show response
Ben signaled a likely next net-debt target while balancing shareholder returns and exploration investment.
Calendar 2026 Q1
Any additional color you can add in terms of what you are seeing there
Show response
Christmann cited power costs and diesel as main inflation items, but services mostly under contract. Cost outlook unchanged. Rodgers said $3B target now in near-term crosshairs. Will likely set new target below $3B. Exploration spend will increase in 2027 with Alaska and Suriname wells.
COPConocoPhillips1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
I guess now that you have more time with those wells, how's the uplift holding up?
Show response
Olds cited a 20% oil productivity uplift with a range of outcomes and said treatments expand across the portfolio in 2027 at a measured pace.
DVNDevon Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
the strategic value that you all see in the Anadarko and Rockies, and how you plan to capture it
Show response
Laid out Anadarko synergies and midstream contract renegotiation, plus longer laterals and well costs in the Williston and Powder.
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 |
|---|---|---|
| APA APA Corporation | 4 | 0%none of 4 questions |
| COP ConocoPhillips | 1 | —Rate withheld: fewer than 3 questions |
| DVN Devon Energy | 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 |
|---|---|---|---|
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 4 | 0%none of 4 questions | 3 |
- 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 Q34 questions · challenge rate 0% (none of 4 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Cost Pressure3
- Capital Allocation2
- Margin1
- Innovation & R&D1
- M&A1
- Credit1