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Analyst
Doug Arthur
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 4 of 4 questions from 1 company
TRIThomson Reuters Corporation4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
The costs in the quarter were up quite a bit. I know you had mentioned that on the fourth quarter call. Was that partly or mostly the SafeSend acquisition impact
Show response
Eastwood cited three factors for TAP cost increases: modest Additive acquisition dilution, Dominio product investments ahead of launch, and a portion of the $12M severance charge. Not primarily SafeSend-driven.
Calendar 2025 Q4
the 19,000,000 in severance, a, was that expected? B, where does it show up in the segments?
Show response
Mike said $19M was slightly higher than November foreshadowing. Estimates $10M in Q1 2026 and another $10M spread across Q2-Q4. Total ~$20M for FY2026. Severance is spread among all segments and functions, not concentrated in any one area.
Calendar 2025 Q3
you mentioned the acute talent shortage issues in some of the big accounting firms. Is there a similar narrative in legal or not so much?
Show response
Steve said the talent shortage is specific to tax/accounting/audit, not legal. Number of people getting CPA-qualified has fallen dramatically while audit complexity, tax return volume, and advisory demands all increase. Technology must fill the gap.
Calendar 2025 Q1
can you take me -- take us through the organic dynamics of legal in the first quarter
Show response
Mike explained Legal 8% growth driven by Government at 9% and AI offering momentum. FindLaw divestiture tailwind fully offset by product sunsets. Expects 8% to continue full year.
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 |
|---|---|---|
| TRI Thomson Reuters Corporation | 4 | 0%none of 4 questions |
- TRIThomson Reuters Corporation · 4 questions0%none of 4 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 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 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 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
Topics
Topics tagged on this analyst’s questions.
- Margin2
- M&A2
- Cost Pressure1
- Cloud & AI1
- Labor Market1
- Demand1
- Revenue Growth1