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Analyst
Dave Zazula
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 33%2 of 6 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. See how we grade analysts on earnings-call questions.
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 6 of 6 questions from 1 company
ACHRArcher Aviation Inc.6 questions · 5 reporting periods · 2 of 6 challenging
Calendar 2025 Q4
you said that the Olympic 2028 date was driving the regulators. Maybe if you could unpack that statement a little bit.
Show response
Adam explained the FAA set the Innovate 2028 goal in 2022 to fly eVTOLs en masse at the LA Olympics; the administration's backing has made the Games an unslippable date that forces the whole industry to execute.
Calendar 2025 Q3
give a little more color on any impact that the shutdown has had on the certification time line
Show response
Tom said some FAA resources keep working on the program despite the shutdown, so Archer remains in execution mode in approved areas.
Calendar 2025 Q2
is the 15% number you mentioned during the prepared remarks, is that apples-to-apples with the 15% figure you mentioned
Show response
Tom confirmed ~15% is roughly flat but not a concern, explaining acceptance moves in chunks and a few policy items (e.g., 2105G) await Stage 4 finalization. Direct.
Calendar 2025 Q1
Could you give us a preview on what sort of things that unlocks and what sort of progress you might be able to make
Show response
Tom pointed to prior propulsion-shutdown flight tests and said Archer is now repeating expansion testing with pilots aboard, working toward TIA.
Can you expand a little bit or give investors some way that they can kind of monitor the progress
Show response
Tom cited 15% of final compliance docs accepted by the FAA; Adam said GCAA-side quantification is sensitive and would follow up.
Calendar 2024 Q4
Could you give us some more on the plan to get to a conforming aircraft? What the steps you need to get to there are
Show response
Tom described conformity building by aircraft but admitted final FAA topics remain open and much of the work is at risk until closed.
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 |
|---|---|---|
| ACHR Archer Aviation Inc. | 6 | 33%2 of 6 questions |
- ACHRArcher Aviation Inc. · 6 questions33%2 of 6 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 | 1 | 100%1 of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 100% (1 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
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy6
- Guidance Reliability2
- Innovation & R&D1
- Product Launch1