Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Chris Pasquale
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 27on tracked calls
- Challenge rate
- 15%4 of 27 questions
- Companies
- 8questioned at least once
- Reporting periods
- 7with 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 27 of 27 questions from 8 companies
COOCooper Companies (The)7 questions · 6 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
10% growth this quarter, but you talked about mid-singles in the back half of the year.
Show response
Al explained the gap was lumpy capital sales plus a one-time Middle East distributor buy-in, with underlying fertility back to mid-single-digit growth.
Calendar 2026 Q1
You didn't mention China, which I think was a big piece of the weakness last year. So what are you seeing in that market?
Show response
China fertility cycle trends and recovery confidence. Management responded with context on this topic.
Calendar 2025 Q3
you talked about still being on track to do over $100 million from my side this year. I think the original goal for the year was 40% growth. And three quarters in, by our math, you're maybe a littl...
Show response
MiSight growth trajectory moderation and FY2026 expectations. Management responded with context on this topic.
Calendar 2025 Q2
is this downshift in market growth as simple as pricing trends returning to what we used to consider normal?
Show response
Contact lens pricing sustainability and competitor mid-year price increases. Management responded with context on this topic.
Calendar 2025 Q1
on MySite, to get to that 40% goal for the year, growth does need to pick up from here. Is MyDay, MySite part of how you get there
Show response
Interest rate assumptions and MiSight 40% growth without MyDay MiSight. Management responded with context on this topic.
Calendar 2024 Q4
are we right in thinking you guys have about $25 million in annualized revenue from the more recent deals
Show response
Acquired revenue contribution and M&A environment for FY25. Management responded with context on this topic.
I was hoping you could just comment on the sustainability of the pricing environment you're seeing in contact lenses
Show response
Sustainability of improved contact lens pricing environment. Management responded with context on this topic.
SYKStryker Corporation4 questions · 2 reporting periods · 2 of 4 challenging
Calendar 2025 Q4
Clinicaltrials.gov right now has Peerless two wrapping up this year. Is that still accurate? And when should we expect to see your data
Show response
Jason Beach corrected the timeline, PEERLESS II results expected closer to middle of next year (2027), not 2026 as clinicaltrials.gov suggested.
the pricing benefit you reported for MedSurg this quarter, I think it was the smallest we've seen since 2022. Was there anything, sort of quirky about this quarter
Show response
Preston Wells attributed the dip to one specific OUS deal. Fundamentals unchanged and expect steady pricing cadence to continue in 2026.
Calendar 2025 Q2
You noted that you're now lapping the Pangea launch. I know you guys tend to talk about product rollouts being multiyear affairs
Show response
Kevin pointed to consistent pattern across divisions. Still adding MIS plates to Pangea. Europe launch next year. Total ankle reimbursement increase and Incompass launch are new catalysts.
You've got some competitors taking more of a portfolio approach to try and provide different solutions to physicians who may have different preferences
Show response
Kevin emphasized adding applications to one platform. Would not preview future form factors. Acknowledged possibility of something different but declined to disclose pipeline.
ZBHZimmer Biomet4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
1 of your competitors have been dealing with an issue that impacted their ability to serve customers for a few weeks at the end of the quarter
Show response
Ivan acknowledged the competitor's situation as unfortunate and confirmed no material benefit to ZBH business from the disruption.
Calendar 2025 Q4
organic growth for SCT still did step down a bit. Can you talk a little bit about the other SCT segments
Show response
Ivan identified two 'problem children': trauma and restorative therapies (HA injections). CMFT grew mid-teens, shoulders upper single-to-double digit, sports in/out of upper single digit. Investing heavily in four growth drivers (shoulder reps, CMFT expansion) while fixing restorative therapies with new processes and people.
Calendar 2025 Q2
the biggest concern about pursuing a fully autonomous capability for ortho robotics was the perceived onerous regulatory requirements to get sign off from the FDA
Show response
Ivan noted 2.5-3 years of due diligence with third-party experts on regulatory pathway. Robust clinical trial with 100+ patients. Conservative assumptions on launch timing. EPS neutrality achieved by reshuffling OpEx from noncore areas and leveraging ROSA sustained engineering, marketing, quality, and regulatory platforms.
Calendar 2025 Q1
are those true new to Zimmer surgeons or does that include surgeons who were maybe already customers on the Knees side
Show response
Ivan confirmed these are genuine new conversions, not existing Knee customers. Expects knee growth improvement in Q2 with early signs already visible.
BSXBoston Scientific3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2025 Q4
I'd love your thoughts on what's left to penetrate with TSA, particularly as we think about other procedure categories like SBT or VT
Show response
Dr. Stein cited VT ablation as prime use case for PFA expansion, with FARAPOINT and FARAFLEX catheters well-suited. Atypical atrial flutter likely a diminishing market as redo rates shrink. Already engaged in VT studies with FARAPULSE technology.
Calendar 2025 Q3
Is there enough room just in ISR to sustain the current momentum, especially with competition may be coming into the U.S. next year
Show response
Dr. Stein sees STANCE doubling indicated population beyond ISR into small vessel and bifurcation disease. AGENT post-approval study data coming at TCT. Paclitaxel has fundamental advantages over competing drug-coated balloon drugs. TPT reimbursement now in place.
Calendar 2024 Q4
the move to concomitant procedures being a growth sustainer rather than a catalyst for faster LA market growth
Show response
CEO maintained 20% WATCHMAN market CAGR estimate, acknowledged potential for uptick. Dr. Stein detailed CHAMPION data coming first half for first-line therapy and noted half to two-thirds of ablation patients are high stroke risk.
DXCMDexCom3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
You tweaked up the high end of your operating margin and EBITDA ranges a little bit, but those seem conservative given where you are starting and the normal cadence we see throughout the year
Show response
Jereme explained 75 basis point operating margin guidance raise after one quarter. R&D being flat year over year not expected to continue. AI being used for efficiency gains. Ireland manufacturing facility ramping Q2-Q3 before Q4 turn-on. Prior year delivered 300 basis points of operating expense leverage playing through.
Calendar 2025 Q1
I would love it if you could give us an update on where the installed base stands today relative to the more than 140,000 users you had in mid-January
Show response
Jereme confirmed 200K+ downloads. Freight costs persist because internal inventory needs to reach 60-90 days of finished goods. Expedited shipping expected through Q2 and potentially Q3.
Calendar 2024 Q4
how are you feeling about your ability to keep users engaged after they've through their first couple sensors
Show response
Kevin reported excellent subscription renewal rates. T2 diabetes users sign up and buy more frequently. Generative AI insights being rolled out with staggered launch showing good engagement.
EWEdwards Lifesciences3 questions · 2 reporting periods · 1 of 3 challenging
Calendar 2025 Q2
I wanted to circle back to the MCD and how that could change things from a practical perspective when it does come. I'm curious what you're seeing so far from the Local MAC
Show response
Larry Wood noted no awareness of coverage difficulties for early TAVR trial patients. However, some large hospital systems waiting for NCD update before treating asymptomatic patients. Asymptomatic will be slow burn: indication → NCD → guidelines, each incrementally changing management. Europe not homogeneous, each country has own reimbursement, CE Mark starts the process.
Calendar 2025 Q1
The 2.6% surgical growth this quarter was the slowest we've seen from that business in a while
Show response
Scott attributed slowdown to tough comps. Tailwinds ahead: Mitris China launch, Connect Europe approval. Confident in mid-single-digit guidance for 2025.
we saw some updated data from the AlignAR trial at ACC. Continues to look solid
Show response
Bernard noted they are 'on the outside looking in' until JenaValve deal closes. No direct knowledge of regulatory progress beyond ACC-presented data.
Show 2 more companies
MDTMedtronic2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
I would love to hear how you're thinking about the time line for Hugo to really begin to move the needle within the Surgical business? And any qualitative comments you can make about the system pip...
Show response
Martha acknowledged Hugo won't immediately move the $6B Surgical business but is growing fast underneath. First U.S. cases completed at Cleveland Clinic with great feedback. Leading indicators positive: smooth case rate, procedure growth, utilization all strong. Meaningful step-up in global installations expected, especially as U.S. kicks in. Planning hernia/general surgery indication expansion.
Calendar 2024 Q4
How much of your current insulin pump installed base maybe in the U.S., that's easier, is made up of Type 2 patients?
Show response
Que confirmed MDT is still largely Type 1 in insulin pumps. Type 2 label expansion enrollment is complete with FDA submission expected first half of calendar 2025.
PODDInsulet Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
now that you've reached the 70% milestone, how much higher do you think you can get gross margin longer term
Show response
Ana acknowledged international mix is a headwind as lower-margin OUS grows faster. Manufacturing efficiencies and Malaysia accretion in H2 offset. Expects moderate pace of margin improvement at industry-leading levels.
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) | 7 | 0%none of 7 questions |
| SYK Stryker Corporation | 4 | 50%2 of 4 questions |
| ZBH Zimmer Biomet | 4 | 0%none of 4 questions |
| BSX Boston Scientific | 3 | 33%1 of 3 questions |
| DXCM DexCom | 3 | 0%none of 3 questions |
| EW Edwards Lifesciences | 3 | 33%1 of 3 questions |
| MDT Medtronic | 2 | —Rate withheld: fewer than 3 questions |
| PODD Insulet Corporation | 1 | —Rate withheld: fewer than 3 questions |
- COOCooper Companies (The) · 7 questions0%none of 7 questions
- SYKStryker Corporation · 4 questions50%2 of 4 questions
- ZBHZimmer Biomet · 4 questions0%none of 4 questions
- BSXBoston Scientific · 3 questions33%1 of 3 questions
- DXCMDexCom · 3 questions0%none of 3 questions
- EWEdwards Lifesciences · 3 questions33%1 of 3 questions
- MDTMedtronic · 2 questions—rate withheld: under 3 questions
- PODDInsulet Corporation · 1 question—rate withheld: under 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 |
|---|---|---|---|
| 2024 Q4 | 6 | 17%1 of 6 questions | 5 |
| 2025 Q1 | 5 | 20%1 of 5 questions | 4 |
| 2025 Q2 | 5 | 20%1 of 5 questions | 4 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 4 | 25%1 of 4 questions | 3 |
| 2026 Q1 | 4 | 0%none of 4 questions | 4 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q46 questions · challenge rate 17% (1 of 6 questions) · 5 companies
- 2025 Q15 questions · challenge rate 20% (1 of 5 questions) · 4 companies
- 2025 Q25 questions · challenge rate 20% (1 of 5 questions) · 4 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q44 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch8
- Revenue Growth8
- Innovation & R&D7
- Demand7
- Competitive Dynamics7
- Pricing3
- Regulation Policy3
- Geographic Expansion2
- Margin2
- Subscriber Growth2
Show all 14 topics
- M&A2
- Capex Investment1
- Trade Tariffs1
- Supply Chain1