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Analyst
Derek Soderberg
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 2questioned 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 10 of 10 questions from 2 companies
OKLOOklo Inc.5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
a status update on the specific PJM interconnection applications required for the near-term deployment road map
Show response
Management said Oklo has more than one PJM interconnection opportunity in progress and flagged turnaround time as the key watch point, without specifying queue position, emphasizing it is not relying on a single path.
Calendar 2026 Q1
what might be the implications on your CapEx assumptions, deployment timelines if that indeed happens?
Show response
The CFO called it early days but noted Oklo is exploring government, asset-level, and supplier financing options to lower cost of capital and potentially accelerate deployment.
Calendar 2025 Q4
do you expect any new government programs or regulatory changes this year that potentially could help you
Show response
CEO expects continued federal action, highlighting the Nuclear Lifecycle initiative and NRC modernization work that should add clarity and reduce timelines and costs.
Calendar 2025 Q3
Is there a level of prepayments you need to make to secure some of these long lead time items
Show response
CFO said prepayments run around the 10% range and are not significant, with the capital raise removing capital as a constraint. Directly answered.
Calendar 2025 Q2
are you already seeing some tangible benefits from the executive orders on regulatory timelines?
Show response
Jake said the NRC has been responsive, review windows have compressed to 18 months, and the EOs open potential DOE-authorization licensing pathways that could accelerate deployment.
SMRNuScale Power Corporation5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
Can you guys highlight what sort of conditions need to be satisfied in order to move on and if that's in your hands or if that's more in RoPower's hands?
Show response
Asked by Drew Nordquist on for Derek Soderberg. CEO said the gating step is the prime contractor contracting with the customer, after which NuScale negotiates with the EPC; currently in wait mode.
Calendar 2026 Q1
What size of commitment would largely derisk the first phase of that project.
Show response
CFO said project-level financing derisks the pathway but is separate from the partnership milestone agreement payments.
is the participation in the next phase contractually committed?
Show response
CEO said NuScale is a subcontractor to Fluor and that pre-EPC negotiations remain ongoing, with weekly meetings among project stakeholders.
Calendar 2025 Q4
what's sort of the expected cash burn range for '26? And then can you talk about any sort of swing factors
Show response
CFO reframed the burn question around a steady OpEx range and a strong cash balance, asserting runway is not a concern rather than giving a 2026 burn figure.
Calendar 2025 Q3
I saw that Doosan signed an agreement to deliver four Westinghouse APU hundreds for a different company.
Show response
Hopkins said Doosan's NuScale line is dedicated with capacity for 20 modules per year, expandable as needed, directly addressed the supply concern.
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 |
|---|---|---|
| OKLO Oklo Inc. | 5 | 0%none of 5 questions |
| SMR NuScale Power Corporation | 5 | 0%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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation5
- Regulation Policy3
- Capex Investment2
- Supply Chain2
- Geographic Expansion1
- Macroeconomic1