Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Davin Thillainathan
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with 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 6 of 6 questions from 1 company
RMDResMed6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Could you sort of help us work out what would push the guide towards the top end, please?
Show response
Aaron backed out the Astral headwind (core growth north of 6-8%) and cited sleep-device +8% cc and double-digit mask growth, but did not isolate specific top-end drivers.
Calendar 2026 Q1
Channel checks were suggesting some one-off events that may have held back growth, particularly to do with weather events
Show response
Management directly refuted weather impact narrative and attributed Q2-to-Q3 deceleration to normal seasonality from health plan deductibles. Called oral GLP-1 expansion a 1-3-5 year tailwind.
Calendar 2025 Q4
Was there any sort of pull forward of demand that have been in the previous quarters that sort of weighed on the growth this quarter?
Show response
Mick acknowledged some prior year lumpiness from Japan fleet purchases. Brett noted strong prior year comp of 9%. D2C promotional campaigns in China, Korea, Australia helped. Management targets mid-single-digit device growth across 140 countries.
Calendar 2025 Q3
Could you just highlight the unique attributes of this product? And also, if I understand this right is in the full face category
Show response
Mick described two variants: F30i Comfort (premium, fabric everywhere) for DTC/cash markets and F30i Clear (fabric patient interface only) for B2B/HME markets. Full face category roughly 30-40% of patients. Expects to restore high single-digit ex-US mask growth.
Calendar 2025 Q2
I'm more interested to understand the road map for this business towards your acquisition. What are the areas of investment
Show response
Mick positioned VirtuOx within broader portfolio including Ectosense/NightOwl and Somnoware. VirtuOx is #1 HSAT provider, designed to scale home sleep apnea testing and reduce diagnostic backlogs. Will operate independently under its own brand.
Calendar 2024 Q4
Could you give us some sense there on your thinking about the GLP-1 impact there?
Show response
Mick said very early innings for GLP-1 patient flow. Lilly typically waits 6+ months before DTC advertising. Impact expected to build over 1-3-5 quarters with durable effect over 1-3-5 years.
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 | 6 | 0%none of 6 questions |
- RMDResMed · 6 questions0%none 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 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 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 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 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
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Demand3
- Geographic Expansion2
- Guidance Reliability1
- Product Launch1
- M&A1
- Competitive Dynamics1