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Analyst
Griffin Boss
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 13on tracked calls
- Challenge rate
- 8%1 of 13 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with 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. See how we grade analysts on earnings-call questions.
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 13 of 13 questions from 2 companies
LUNRIntuitive Machines, Inc.8 questions · 6 reporting periods · 1 of 8 challenging
Calendar 2026 Q2
What's the time line for bid submission of the remaining 4, I believe you said, CLPS task orders
Show response
Laid out five expected CLPS task orders/contracts including the ~$10B CLPS 2.0 multi-award IDIQ; detailed and direct.
So I just kind of want to dig into what the major swing factor is to get up to the midpoint.
Show response
Altemus tied midpoint upside to procurement timing and ATP definitization pulling revenue into 2026; answered directly.
Calendar 2026 Q1
where you're at in the development stage for the Nebula orbital transfer vehicle
Show response
Altemus confirmed Nebula passed CDR with the customer and awaits Phase III full-scale development and flight; direct answer.
Calendar 2025 Q4
Do you have any insight as to if that scale for CLPS 2.0 will increase
Show response
Altemus expects CLPS 2.0 to be larger with heavier cargo and a shift to the Exploration Mission Directorate, but would not commit to a dollar figure.
Calendar 2025 Q3
I want to dig into this $8 million contract extension from AFRL for the in-space nuclear power tech.
Show response
Steve said IM is already in Fission Surface Power Phase 1/1a and the Jetson AFRL follow-on demonstrates a Sterling-engine approach on the ISS, keeping IM in the nuclear-space race.
does that addition and the additional manufacturing capacity that it brings change your calculus
Show response
Steve said NSNS demand is growing so IM is building more capable buses; on speed, he is exploring rideshare alternatives to accelerate deployment but the near-term missions are largely set.
Calendar 2025 Q2
Are there any details you could provide on the revenue profile of that business
Show response
Management sized KinetX at ~$10M trailing 2024 revenue with a 14% EBITDA margin and stressed the deep-space navigation talent and proprietary software.
Calendar 2025 Q1
are these changes having a material effect on your cost profile or perhaps competitiveness going forward?
Show response
Steve said no schedule impact to IM-3 and only a slight cost increase for additional sensors; the program remains healthy.
ASTSAST SpaceMobile, Inc.5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q4
Do you see any scenario where you build and launch future block Bird satellites with different payloads
Show response
Abel answered directly: one platform serves both government and MNO applications, so no dedicated government satellites are needed.
how that could potentially be used for opportunities in data centers in the space
Show response
Abel elaborated on the IP portfolio and AI-driven spectrum management, framing radar, geolocation and compute as adjacent TAM opportunities.
Calendar 2025 Q2
can you comment further on the revenue share agreements and the economics there with the MNO partners that you have?
Show response
Scott reaffirmed the 50-50 revenue share (partners bring spectrum and customers) as contracted with 50+ operators, noting AST's own spectrum value capture may evolve over time.
Calendar 2024 Q4
How many MNO subscribers could be addressed by this new Satco joint venture with Vodafone?
Show response
Scott sized the European opportunity at 600 million-plus connections and roughly triple the country coverage but did not quantify the incremental addressable subscribers from the JV.
are you able to provide more detail as to what these non-communications applications are
Show response
Scott declined to specify the non-communications applications, saying the company would not offer more definition at this time.
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 |
|---|---|---|
| LUNR Intuitive Machines, Inc. | 8 | 13%1 of 8 questions |
| ASTS AST SpaceMobile, Inc. | 5 | 0%none of 5 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 | 1 | 100%1 of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Revenue Growth4
- Innovation & R&D4
- Product Launch3
- Competitive Dynamics2
- Guidance Reliability1
- Cloud & AI1
- Capex Investment1
- Pricing1
- M&A1
Show all 14 topics
- Cost Pressure1
- Margin1
- Geographic Expansion1
- Subscriber Growth1