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Analyst
Greg Williams
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 2questioned 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 2 companies
TMUST-Mobile US, Inc.4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
Just wanted to get your updated view on your appetite for additional spectrum. There's presumably more spectrum out in the marketplace today
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Srini outlined three criteria: build vs buy economics, consistency with existing holdings, and commitment to maintaining leadership; walked away from EchoStar on valuation; One Big Beautiful Bill will increase supply and moderate secondary market prices.
Calendar 2025 Q2
I'm curious what your market share is now and if it's reached that 20% where it could go
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Jon confirmed 20%+ rural household share achieved, 9th consecutive quarter of postpaid switching leadership; Mike sees win share far above 20%, suggesting much higher long-term potential.
I was wondering if you can add more color to those words thoughtfully whether we think about M&A buybacks or network investment
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Peter noted 800 MHz sale generates $850M tax expense netting to ~$2B incremental to CMD plan; potential to accelerate UScellular synergy capture from 3-4 year timeline.
Calendar 2025 Q1
Just curious to hear your thoughts of that type of M&A and that sort of size of a deal to augment your T Fiber business
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Mike noted preference for pure play fiber but not a hard rule; current path to 12M wireless subs plus 12-15M fiber homes with IRRs above 20% provides a strong baseline.
VZVerizon Communications Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
up nineteen percent I think that's a two q record
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Tony said Q2 gross add strength came from two places: strong sales execution across stores and districts, plus the Best Value Guarantee (launched early April) which is resonating with customers and driving a healthy mix of new-to-Verizon customers. He reiterated Verizon will pulse in and pulse out where it makes financial sense and that loyalty and retention is the biggest opportunity. Hans described the June 24 launch as AI-supported customer experience tools: one customer care employee follows a request end-to-end; 24/7 customer service; AI tools empowering care agents; and broader use of the retail store footprint (93% of US population within 30 minutes of a Verizon store). Combined with myPlan, myHome, myBest, perks, brand refresh, and best-in-market network recognition (JD Power, RootMetrics), Verizon is executing holistically across segments.
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 |
|---|---|---|
| TMUS T-Mobile US, Inc. | 4 | 0%none of 4 questions |
| VZ Verizon Communications 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation3
- Subscriber Growth2
- Capex Investment1
- Competitive Dynamics1
- Innovation & R&D1
- M&A1