Limited coverage. Only 1 question of coverage. Treat these numbers as directional — sample too small for reliable averages.
1
Companies
1
Questions
0%
Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
are there any notable investments related to HAMR that are currently flowing through COGS or operating expenses? And should we expect those costs to roll off or normalize as HAMR begins to ramp