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Analyst
David Low
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q1 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 3 of 3 questions from 1 company
RMDResMed3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
I look at the device growth in this quarter, and I know a quarter's a fairly short period, but we've seen a little bit of slowing
Show response
Mick attributed sequential slowdown to normal seasonality (high-deductible health plan reset after December). US device +6%, US masks +14%. Market growth mid-single-digit devices, high-single-digit masks. ResMed beating market by 50-125 bps through demand gen.
Calendar 2024 Q4
can you even talk a little bit as to what you think the drivers might have been this quarter that we drove the growth rate above 10%
Show response
Mick acknowledged multiple contributors: demand gen work, high-deductible plan dynamics in December quarter, rePAP, and share gains. Emphasized still very early stages of megatrend patient flow.
Calendar 2024 Q3
Mask sales for the last year or so have been double-digit. I'm looking particularly the North American market
Show response
Mick credited new patient flow, ReSupply expansion including Snap to non-Brightree customers, and increasing masks per patient per year. Emphasized market is less than 5% penetrated.
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 | 3 | 0%none of 3 questions |
- RMDResMed · 3 questions0%none of 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Demand3
- Competitive Dynamics1
- Subscriber Growth1