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Analyst
Conor McNamara
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned 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 6 of 6 questions from 3 companies
HOLXHologic2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
What percentage of that -- of your revenue in Diagnostics is on rental contracts?
Show response
Karleen confirmed majority of molecular revenue comes from Panther rental/reagent agreements with 3-5 year fixed pricing. No unusual dynamics.
Can you just talk about where the Fusion penetration is and what you're seeing on ordering patterns from those Fusion customers?
Show response
Karleen said roughly one-third of customers have Fusion capability. Steve added Fusion placement is the key growth driver for the next five years, opening additional menu expansion opportunities.
ILMNIllumina, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
are you seeing customers delay or defer equipment purchasing in anticipation of current or any future product
Show response
Jacob characterized a competitor announcement as a technology overview, not a launch, and reported no purchasing disruption.
Calendar 2024 Q4
how should we think about the pricing impact early on in 2025 if that's going to be less than you laid out
Show response
Jacob confirmed on track for 75% mid-year and expected consumables growth to improve as pricing transition laps.
TECHBio-Techne2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
Is there any way you could quantify or give us color on those programs and the incremental opportunity as those advance
Show response
Kim provided rough 2x order size increase with each clinical stage progression but cautioned it varies significantly by customer and trial size.
how did Wilson Wolf do in the quarter? And can you remind us if there's any opportunity to consolidate that prior to twenty twenty seven
Show response
Jim noted Wilson Wolf core growth consistent with broader cell therapy market. Five commercial customers now, with three alone expected to drive very solid double digit growth in calendar 2025.
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 |
|---|---|---|
| HOLX Hologic | 2 | —Rate withheld: fewer than 3 questions |
| ILMN Illumina, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| TECH Bio-Techne | 2 | —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 |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Demand3
- Pricing2
- Innovation & R&D1
- M&A1
- Competitive Dynamics1