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Analyst

Dan Welden

Wells Fargo · covers Financial Services

Period: Reporting period mapped to calendar 2026 Q3.

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
3on tracked calls
Challenge rate
0%none of 3 questionsLimited sample
Companies
2questioned at least once
Reporting periods
1with 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 3 of 3 questions from 2 companies

IBKRInteractive Brokers Group2 questions · 1 reporting period · 0 of 2 challenging
IBKR company page →

Calendar 2026 Q3

You mentioned the rollout of autonomous AI trading, and I wonder what percentage of your customer base

Cloud & AIProduct LaunchTranscript · FY2026 Q3 →
Show response

Gave about 3,000 invited clients and expects AI to lift trading volumes over time; no eligible-share percentage given.

you are now routing to more venues for prediction markets. How do you feel about the progression and adoption

Product LaunchDemandTranscript · FY2026 Q3 →
Show response

Three venues live and Polymarket integration under way; said integrations increased overall volume as hoped.

CMECME Group1 question · 1 reporting period · 0 of 1 challenging
CME company page →

Calendar 2026 Q3

You've historically framed roughly 2% of your growth algorithm coming from new products.

Product LaunchRevenue GrowthInnovation & R&DTranscript · FY2026 Q3 →
Show response

Winkler cited 368 new products year to date; Fitzpatrick saw no fundamental change in the outlook and declined to size the new-product contribution.

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.

CompanyQuestionsChallenge rate
IBKR Interactive Brokers Group2—Rate withheld: fewer than 3 questions
CME CME Group1—Rate withheld: fewer than 3 questions
  • IBKR
    Interactive Brokers Group · 2 questions
    —rate withheld: under 3 questions
  • CME
    CME Group · 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2026 Q330%none of 3 questions2
  1. 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies

Topics

Topics tagged on this analyst’s questions.

  • Product Launch3
  • Revenue Growth1
  • Innovation & R&D1
  • Cloud & AI1
  • Demand1