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Analyst
Dushyant Ailani
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 3questioned 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 8 of 8 questions from 3 companies
BEBloom Energy Corporation5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q2
Could you kind of briefly mention how those conversations are progressing and what opportunities you're seeing
Show response
Sridhar quantified the international mix and named Taiwan, Germany, Italy and the UK as the next development markets.
Calendar 2025 Q1
What's the sensitivity to that if, let's say, the 90-day pause is over and maybe we revert back to higher tariffs?
Show response
Sridhar declined the scenario analysis, saying how we do it is internal to us, and instead restated conviction in the existing guidance.
margins for repowering came a little strong. How are you going to think about that going forward?
Show response
Berenbaum confirmed mix impacted Q1 gross margin but explicitly declined to comment more specifically on mix.
Calendar 2024 Q4
Could you talk about the regions within - in the U.S. where you see kind of opportunities
Show response
Sridhar gave a specific regional map: Northeast constrained by pipelines, Virginia improving, Great Lakes and Midwest most attractive.
could you talk about what percentage of the guidance is that book and chip for '25?
Show response
Berenbaum declined to quantify, describing an internal process he would not share externally.
ADMArcher Daniels Midland2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
could you talk a little bit about the soybean meal demand? I know I think earlier in your comments
Show response
Luciano cited favorable meal-to-corn ratio near 2x sustaining strong feed inclusion. Global demand surging on healthy livestock profitability. Argentina harvest delayed by floods, limiting their crush and boosting U.S. exports.
you had mentioned that there were some customers that had moved away. Have you been able to recover all of them
Show response
Luciano acknowledged full position not yet recovered after over a year of absence. Customers took other commitments. Full volume now offered and quality reputation expected to bring customers back, but recovery will take time.
FSLRFirst Solar1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Could you quantify the amount of adders, I guess, on that $0.34 or $0.35 ASP?
Show response
Mark explained CuRe entitlement is ~$0.03 but blended adder is ~$0.015 because half of bookings now priced with full CuRe technology embedded in base price rather than as adder. Transitioning away from adder structure as CuRe becomes standard. Alex said 232 decision most likely in Q2 is the key determinant for SE Asia fate.
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 |
|---|---|---|
| BE Bloom Energy Corporation | 5 | 0%none of 5 questions |
| ADM Archer Daniels Midland | 2 | —Rate withheld: fewer than 3 questions |
| FSLR First Solar | 1 | —Rate withheld: fewer than 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion3
- Demand2
- Supply Chain2
- Margin2
- Revenue Growth2
- Competitive Dynamics1
- Product Launch1
- Pricing1
- Trade Tariffs1
- Guidance Reliability1