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Analyst
Federico Merendi
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q3 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 4 of 4 questions from 2 companies
FFord Motor Company2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
how does Ford balances, the different commitments in the regions where it operates like the U.S., Europe and even China
Show response
Farley outlined regional approach: U.S. focused on small commuter EVs and commercial; global markets using partnerships for platforms and supply chain with flexible powertrain strategy.
how do you expect customers to react from these changes?
Show response
Farley said Ford will match competitor specs but also optimize trims based on vehicle data and customer utilization rates. Frick added cost improvements provide flexibility.
GMGeneral Motors2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
Is that the strategy of GM to go or at least to compete with Chinese OEMs going global?
Show response
Mary said Hyundai partnership focuses on non-consumer-facing R&D and capital savings to make vehicles more competitive. Also highlighted strong Middle East, South America businesses and Cadillac Lyric success. Will evaluate additional partnership opportunities.
what are the working assumptions for 2026 in terms of tariffs for Mexico and Canada?
Show response
Mary confirmed current tariff rates of 25% and 35% with no changes built into assumptions. Monitoring government-to-government conversations but not speculating on outcomes.
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 |
|---|---|---|
| F Ford Motor Company | 2 | —Rate withheld: fewer than 3 questions |
| GM General Motors | 2 | —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 |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Geographic Expansion2
- Trade Tariffs1
- Capital Allocation1
- Innovation & R&D1
- Pricing1
- Demand1