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Analyst
Drew McReynolds
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 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 8 of 8 questions from 1 company
TRIThomson Reuters Corporation8 questions · 6 reporting periods · 1 of 8 challenging
Calendar 2026 Q2
Wondering if you could unpack the key driver, key drivers underneath
Show response
Bischoping credited Corporates' standout transactional growth (Pagero, global trade, indirect tax) plus Legal at scale (Westlaw, CoCounsel); Hasker said no constraint drove using less than 10% of legal content on Thomson and more will be added.
Calendar 2026 Q1
on the legal LLM or the proprietary LLM Thomson. Can you just kind of flesh that out a little bit
Show response
Hasker explained Thomson LLM outperforms frontier models on legal tasks, may replace third-party models in CoCounsel/Westlaw, and large customers want to access it directly. Decisions expected by year-end.
in terms of potential TAM expansion within that segment as you roll out new AI capabilities, just comment on some of the moving parts
Show response
Hasker described TAM expansion from law firms shifting real estate spend to technology, automating entry-level research and document work. CoCounsel Next seen as vehicle for growth, with 11% legal organic growth as early proof.
Calendar 2025 Q4
trickier to do And then when you see a pullback, like, we've gotten
Show response
Steve said TR keeps the bar very high on M&A and is proud of batting average over last 5-6 years. Private equity firms have not readjusted expectations, assets remain fully valued. With $11B capacity through 2028, positioned to take advantage if software valuations reset.
Calendar 2025 Q3
what's kind of recurring into next year? And for corporates, I believe the organic revenue growth target is 9% to 11%. Just wondering how comfortable you still are with that?
Show response
Steve explained corporate softness was caused by expanding global account footprint and asking salespeople to sell more than one product grouping, getting ahead of commercial systems. No more changes in pipeline, very confident in 9-11% for next year.
Can you comment on the customer kind of reaction to what Agentic is doing from their perspective?
Show response
Steve shared example of managing partner of major NYC firm who now does more argument refinement with Westlaw Advantage than with partners. Early feedback shows behavioral change in how attorneys prepare arguments.
Calendar 2025 Q2
can you give us a sense as of today, and I know it's early innings, the percentage of workflow that's currently being automated
Show response
Steve explained Tax & Accounting has more automation via tax engines but agentic AI is now automating shoulder tasks. Legal profession is 350 years old with large automation opportunity. TAMs not updated since Investor Day.
Calendar 2025 Q1
are there products in there that are underperforming from your perspective in the lens, you put on these businesses
Show response
Mike said any future portfolio refinements would be small. Print will generate ~$165M FCF in 2025. Steve noted all parts must perform but no significant divestitures planned.
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 | 8 | 13%1 of 8 questions |
- TRIThomson Reuters Corporation · 8 questions13%1 of 8 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI6
- Revenue Growth3
- Innovation & R&D3
- Competitive Dynamics3
- M&A1
- Guidance Reliability1
- Capital Allocation1