Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Craig Wong-Pan (RBC Capital Markets) — Tellvest

Analysts/Craig Wong-Pan

Craig Wong-Pan

RBC Capital Markets

Healthcare

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '24Q2 '26

Focus Areas5 topics

Revenue Growth3Geographic Expansion2Margin1Pricing1Cloud & AI1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

RMDResMed4 quarters

2026 Q2

is that mainly through the price increases coming through? Or are there other factors

MarginPricingView in transcript →

2025 Q2

Just wanted to understand the Rest of World devices growth, kind of really good growth there

Revenue GrowthGeographic ExpansionView in transcript →

2024 Q4

SaaS revenue growth slowed a bit from the first quarter. Could you share what the growth rates were for the different businesses

Revenue GrowthCloud & AIView in transcript →

2024 Q3

I just wanted to touch on the rest of world devices growth. 9% growth is good growth there

Revenue GrowthGeographic ExpansionView in transcript →