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Analyst
Erik Rasmussen
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 4questioned at least once
- Reporting periods
- 7with 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 11 of 11 questions from 4 companies
RKLBRocket Lab USA, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
Where are the margins today in that business, and what is the target margin profile
Show response
Spice declined to give specific Mynaric margins after less than a quarter of ownership but said they are low out of the gate following the asset's insolvency and should reach Space Systems merchant levels within a few quarters, faster than the SolAero turnaround, aided by rising volumes and cost efficiencies.
Calendar 2026 Q1
could see an acceleration of the signings of Neutron and those Neutron launch contracts
Show response
Beck said Neutron signings should accelerate after successful flights as customer confidence and insurance rates improve.
Calendar 2025 Q4
what you think then that first revenue flight? What do you think the timing around that could be?
Show response
Beck said Flight 2 timing depends on Flight 1; the first flight will attempt reentry and a soft ocean splashdown before the barge is used.
Calendar 2025 Q3
what does that do from a timing perspective for things like the NSSL
Show response
Beck said NSSL awards require a successful flight first, so the push-out is largely irrelevant to that timeline.
Calendar 2025 Q2
at what point will you start to include Neutron into the backlog?
Show response
Spice said three Neutron missions are already in backlog, with demand expected to be unleashed after a successful test flight.
Calendar 2025 Q1
are there any sort of sticking points remaining to closing this deal at this point?
Show response
Beck said the German bankruptcy and regulatory process is the main gating item to closing Mynaric, with no major concern.
Calendar 2024 Q4
have you seen any changes in customer behavior or demand that maybe suggest things are slower than what you expected?
Show response
Beck said the lower launch count reflects caution on customer readiness, not slowing demand; Spice cited growing backlog and ASPs.
DLRDigital Realty2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
Maybe you could just comment on the economics that you're seeing with AI deals versus prior hyperscale deals?
Show response
Power noted AI economics similar to prior hyperscale deals driven by supply-demand dynamics; Sharp described inference inflection with agents creating 5x to 30x token demand multiplier.
Calendar 2024 Q4
what are some of the factors that maybe could derail this thesis as you think about some of the things that might impact the business
Show response
Power explained near-term execution hinges on 0-1MW momentum and cash mark-to-markets, with hyperscale bookings building 2026-27 growth runway.
EQIXEquinix1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
can you give us a sense of where customer demand is for liquid cooling activity today
Show response
Adaire reported 36 liquid cooling deployments across the global footprint with 7 new orders in Q1, up 50% quarter-over-quarter. Active across all regions as customers increase workload density.
LUNRIntuitive Machines, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Any insights that maybe you can share that gets you to this range?
Show response
Pete said the lower end of the $250 million to $300 million range is underpinned by existing contracted backlog, with upside from new CLPS and potential LTV awards.
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 |
|---|---|---|
| RKLB Rocket Lab USA, Inc. | 7 | 0%none of 7 questions |
| DLR Digital Realty | 2 | —Rate withheld: fewer than 3 questions |
| EQIX Equinix | 1 | —Rate withheld: fewer than 3 questions |
| LUNR Intuitive Machines, Inc. | 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 | 3 | 0%none of 3 questions | 3 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 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 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch4
- Demand3
- M&A2
- Revenue Growth2
- Guidance Reliability2
- Margin1
- Cloud & AI1
- Pricing1
- Innovation & R&D1
- Regulation Policy1
Show all 11 topics
- Macroeconomic1