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Analyst

Dave Sunderland

Robert W. Baird · covers Consumer Cyclical

Period: Reporting period mapped to calendar 2025 Q1.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned 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 2 of 2 questions from 1 company

LCIDLucid Group, Inc.2 questions · 1 reporting period · 0 of 2 challenging
LCID company page →

Calendar 2025 Q1

Could you just expand maybe a bit on the resources, either financial or through personnel, that you

Innovation & R&DCapital AllocationTranscript · FY2025 Q1 →
Show response

Winterhoff framed KAUST as an asset-light way to access supercomputing for AI/ADAS models and materials simulation with little financial commitment.

do you see a scenario potentially where all the global uncertainty and the tariff talk actually increases interest

Competitive DynamicsM&ATranscript · FY2025 Q1 →
Show response

Winterhoff said several players have explored US joint manufacturing given the new Nikola assets, and Lucid is open to component supply as with Aston Martin.

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
LCID Lucid Group, Inc.2—Rate withheld: fewer than 3 questions
  • LCID
    Lucid Group, Inc. · 2 questions
    —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
2025 Q120%none of 2 questions1
  1. 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Innovation & R&D1
  • Capital Allocation1
  • Competitive Dynamics1
  • M&A1