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Analyst
Eve Burstein
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 3with 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 5 of 5 questions from 3 companies
AAgilent Technologies2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
You said you were starting to see a little bit of softness at the end of January. How is that trending into February?
Show response
Padraig indicated stable trends from January into February, not deteriorating. Wider Q2 guide range provides buffer. Direct.
Within GC, is there opportunity for an upcycle here as well? You've mentioned several times that in LC different customers, different applications
Show response
Mike Zhang confirmed GC replacement opportunity with new GCMS launch seeing strong customer response. Described as long-term annual opportunity.
WATWaters Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
you said that the instrument replacement commercial initiative was progressing well with still 15% of lagged 2015 to 2019 replacement opportunity remaining
Show response
Management clarified two distinct replacement drivers: cyclical catch-up and legacy 15% still tracked in CRM.
you said in response to Vijay pricing was closer to 200 bps. Just to clarify was that the contribution for growth in 4Q
Show response
CFO confirmed ~200bps like-for-like pricing contribution in 2024, consistent with 2025 guide assumption.
ILMNIllumina, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
is it fair to say that your guidance increase for China could be quite specific to 2025
Show response
Ankur confirmed the China raise is for the current quarter, not a long-term signal; Jacob saw a natural run rate, not pull-forward.
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 |
|---|---|---|
| A Agilent Technologies | 2 | —Rate withheld: fewer than 3 questions |
| WAT Waters Corporation | 2 | —Rate withheld: fewer than 3 questions |
| ILMN Illumina, 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 | 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 |
- 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
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Guidance Reliability1
- Geographic Expansion1
- Macroeconomic1
- Regulation Policy1
- Product Launch1
- Competitive Dynamics1
- Pricing1