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Analyst
Drew Ranieri
Period: Reporting period mapped to calendar 2025 Q4.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 1 company
SYKStryker Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
you brought up the breast care opportunity. That you have a specialized sales force. Can you just talk about what that might mean for the Endo business
Show response
Kevin Lobo described how acquired products (Moly, NOVADAQ, Invuity) plus internal endoscopy products created enough of a basket to justify a dedicated breast care sales force within endoscopy. Successful in year one, looking to expand with potential additional acquisitions.
can you just talk about what you're expecting for CapEx? It was flat year over year
Show response
Preston Wells confirmed targeting 70-80% free cash flow conversion range. Capital investment focused on supporting growth through plant and IT investments. Looking at working capital improvements for additional flexibility.
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 |
|---|---|---|
| SYK Stryker Corporation | 2 | —Rate withheld: fewer than 3 questions |
- SYKStryker Corporation · 2 questions—rate withheld: under 3 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 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Product Launch1
- Capex Investment1
- Capital Allocation1