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Analyst
Francis Byrne
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (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
EQTEQT Corporation3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
if you give me an update on the regulatory standpoint with U.S. infrastructure, whether electricity pricing is finally going to get us over the home there
Show response
Toby cited pressure on leaders heading into midterms with energy bills up 40% since 2020; Trump executive determinations reinforce critical need; American energy advantage at end of its rope without more infrastructure.
Calendar 2025 Q4
it looks like consensus just has no growth, and it's super important to your free cash and going forward. And so when do we get more details with respect to that
Show response
Toby pointed to track record of beating production estimates with embedded risk; upstream growth narrative likely starts in 2027 once in-basin demand project timelines crystallize.
how much production are you comfortable with going forward? Could you add 2 Bs, could you add 3 Bs and still be comfortable
Show response
Toby cited 12.5 Bcf/d productive capacity as aspirational; Jeremy emphasized growth would look like 3% CAGR for 5 years, not chasing price signals, with curtailments and buybacks during down cycles.
COPConocoPhillips1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
If you could just comment on the trajectory from here, and then is there anything other than maybe conservatism that keeps you from bringing the full-year guide down?
Show response
Andy confirmed strong Q1 OpEx performance, expressed confidence in $1B run-rate target, but said it is too early to revise full-year guidance after just one quarter.
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 |
|---|---|---|
| EQT EQT Corporation | 3 | 0%none of 3 questions |
| COP ConocoPhillips | 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Cost Pressure1
- Margin1
- Regulation Policy1
- Supply Chain1
- Capex Investment1
- Competitive Dynamics1