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Analyst
David Bailey
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with 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 5 of 5 questions from 1 company
RMDResMed5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
talk to some of the changes you are seeing in component costs and freight at the moment and maybe also reference any contracting or supply chain changes
Show response
Management directly addressed component cost pressures and outlined multiple offset levers including platform standardization, vendor management, and freight optimization.
Calendar 2025 Q4
One of the most frequent questions we get is the potential return of Philips back into the U.S. device market
Show response
Mick noted Philips CEO said they don't know timing for US device reentry. In ex-US markets where Philips has been back 12-24 months, ResMed holding share with 5% device growth. Confident in ecosystem advantage with myAir and AirView.
Calendar 2025 Q3
where do you think the penetration of the U.S. market is at the moment? And then secondly, in terms of RePAP as an opportunity for growth
Show response
Mick estimated US penetration at 15-20%, Europe at 10-15%, Asia-Pacific sub-5%. Growth rates struggling to keep up with rising prevalence, meaning penetration percentages don't increase as fast as desired.
Calendar 2025 Q2
interested in your observations around new patients coming into the system and then maybe any feedback you can provide around the physicians prescribing patterns
Show response
Mick reported GLP-1 patients now show 11% higher CPAP start rate vs control, with 3%+ higher ReSupply at 1 year and 5%+ higher at 2 years. CME programs reaching 20,000 unique PCPs with 32,000 courses taken.
Calendar 2025 Q1
patients who've initiated GLP one therapy. Just wanted to test the thinking that, you know, patients who lose weight after being on a GLP one might cease their CPAP therapy
Show response
Mick confirmed tracking over 1 million GLP-1+PAP patients with higher start rates, higher 1-year reimbursement, and lower churn than general population. Patients are more motivated on lifestyle changes including sleep therapy adherence.
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 |
|---|---|---|
| RMD ResMed | 5 | 0%none of 5 questions |
- RMDResMed · 5 questions0%none of 5 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics4
- Demand3
- Supply Chain1
- Cost Pressure1
- Revenue Growth1