Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Glen Santangelo
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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 3 of 3 questions from 2 companies
ALGNAlign Technology2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
could you put that in the context of where you think the overall ortho industry is now? Do you feel like you're kind of getting some share back
Show response
Joe acknowledged US ortho market flat for 3 years with wires-and-brackets regression, but highlighted GP channel growth globally and new product momentum.
I was wondering if you could just unpack that a little bit to tell us -- and I'm sorry if I missed this, exactly how much FX is playing a role here on that ASP number in 2025?
Show response
John quantified FX headwind at approximately 2 points on revenue YoY, based on current spot rates.
ZTSZoetis1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
it seems like you're assuming some modest slowdown on the volume side, and just sort of given that you expect significant double-digit growth
Show response
Wetteny explained livestock guide of 2-4% (down from 5-6% organic in 2024) drives apparent volume slowdown, while companion animal volume remains strong across the range.
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 |
|---|---|---|
| ALGN Align Technology | 2 | —Rate withheld: fewer than 3 questions |
| ZTS Zoetis | 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 | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Pricing2
- Demand1
- Competitive Dynamics1
- Fx1
- Revenue Growth1