Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Daniel Roeska
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 44%4 of 9 questionsLimited sample
- Companies
- 4questioned 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 9 of 9 questions from 4 companies
FFord Motor Company4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2025 Q2
would you agree that this kind of increases the likelihood we will not return to pre-2025 kind of policy landscape
Show response
Farley views regionalization as long-term structural change driven by tariffs, electrification standards, and Chinese OEM globalization. USMCA negotiation will be very material.
What do you think are those 2 wash traded off against each other? Or is that actually a meaningful positive tailwind
Show response
Farley characterized emissions tailwind as substantial but too early to quantify net versus tariffs. Guidance improvement was from cost traction, not emissions. Emissions is a potential upside.
Calendar 2024 Q4
Could you kind of help us close that bridge? Kind of where do you see the weakness in Model e this year
Show response
House explained $1B of additional costs for BOSK battery factory and Gen-2 development absorb the savings, plus continued EV pricing pressure in Europe and North America.
what are some of the convictions or guiding principles kind of that still hold true in this environment
Show response
Farley outlined five guiding principles: cost discipline, affordable vehicles, powertrain diversity, Pro recurring revenue, and best talent/culture.
GMGeneral Motors2 questions · 1 reporting period · 2 of 2 challenging
Calendar 2025 Q1
what would prevent suppliers from raising prices on US and USMCA parts to capture some incremental margin here
Show response
Mary emphasized positive decade-long supplier relationships focused on joint efficiency rather than transactional margin capture. Had Supplier of the Year event with breakouts on collaborative cost approach.
is there a risk that there may be suppliers in your network who are not able to completely document the USMCA compliance
Show response
Mary said GM actively helping suppliers with USMCA documentation. Bringing suppliers earlier into vehicle design process to drive savings. Leveraging goodwill from COVID and chip shortage periods.
TSLATesla, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
what are the kind of two or three KPIs that would tell you that you're on track and it's going the right way
Show response
Musk pivoted to FSD rollout milestones (Austin June, many US cities by year-end, Europe gated by May regulatory approval) rather than give discrete KPIs.
What are you pushing the Tesla executive team to do differently now to accelerate the innovation
Show response
Musk framed the answer around AI and Optimus progress but did not name concrete executive-level KPIs.
RIVNRivian Automotive, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q2
shouldn't we expect the EBITDA breakeven to move into later years
Show response
RJ acknowledged the bar has risen from lost credits and tariffs but reaffirmed the 2027 positive-EBITDA target, leaning on R2's cost structure, joint sourcing and software and services growth as offsets.
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 |
|---|---|---|
| F Ford Motor Company | 4 | 25%1 of 4 questions |
| GM General Motors | 2 | —Rate withheld: fewer than 3 questions |
| TSLA Tesla, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| RIVN Rivian Automotive, 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 |
|---|---|---|---|
| 2024 Q4 | 4 | 25%1 of 4 questions | 2 |
| 2025 Q1 | 2 | 100%2 of 2 questions | 1 |
| 2025 Q2 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q44 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2025 Q12 questions · challenge rate 100% (2 of 2 questions) · 1 company
- 2025 Q23 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Trade Tariffs3
- Cost Pressure3
- Macroeconomic2
- Margin2
- Guidance Reliability2
- Supply Chain2
- Innovation & R&D2
- Regulation Policy1
- Pricing1
- Capex Investment1
Show all 12 topics
- Competitive Dynamics1
- Capital Allocation1