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Analyst
Dylan Ollivier
Period: Reporting period mapped to calendar 2025 Q1.
- 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
LITELumentum Holdings Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
which of your transceiver customer programs will be responsible for that growth and how should we expect transceiver shipments to trend
Show response
Michael attributed growth primarily to largest existing customer, with additional two beginning to ramp. Expects continued growth and transceivers to be major driver in 2026.
When should we expect that to ramp and do you expect it to quickly cannibalize 100-gig EMLs or just to layer on top
Show response
Wupen said 200G EML ramp starts end of CY2025. No cannibalization expected, 100G demand for 800G modules still growing. 1.6T solutions will be additive.
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 |
|---|---|---|
| LITE Lumentum Holdings Inc. | 2 | —Rate withheld: fewer than 3 questions |
- LITELumentum Holdings Inc. · 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 Q1 | 2 | 0%none of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Revenue Growth1
- Competitive Dynamics1
- Innovation & R&D1
- Product Launch1