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Analyst
Gus Richard
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 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 3 of 3 questions from 2 companies
TERTeradyne2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2025 Q2
how is that impacting your business, particularly as it pertains to industrial and auto?
Show response
Higher-than-average share in Chinese memory. Local competition focused on lower-end auto/industrial. Trade regulations limit some addressable market.
is your SAM shrinking because of that transition to manufacturing in China of autos
Show response
Chinese cobot market growing 2x rate of non-China. Good local competitors but Teradyne believes products are better. Uncertain if China EV growth trend is inevitable.
PWRQuanta Services1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
I'm just wondering if you're seeing anything at this point due to these potential changes and sort of what's your expectation
Show response
Duke acknowledged the noise but said guidance has baked in potential impacts. Referenced first-term experience to dismiss extreme scenarios.
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 |
|---|---|---|
| TER Teradyne | 2 | —Rate withheld: fewer than 3 questions |
| PWR Quanta Services | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 50%1 of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Regulation Policy2
- Macroeconomic2
- Geographic Expansion1