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Analyst
Issie Kirby
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 19on tracked calls
- Challenge rate
- 5%1 of 19 questions
- Companies
- 3questioned 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.
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 19 of 19 questions from 3 companies
COOCooper Companies (The)11 questions · 6 reporting periods · 1 of 11 challenging
Calendar 2026 Q3
Can you remind us of the size of that business for you guys in vision and just how you're thinking about it strategically?
Show response
Al said China remains a struggle (MiSight was down there) but is now under 2% of revenue; Cooper is re-engineering its approach, eyeing e-commerce.
Calendar 2026 Q1
You made an interesting comment at the end around looking at sort of next-generation manufacturing and production. Obviously appreciate it's early, but would love any more color
Show response
Next-generation manufacturing and CapEx implications. Management responded with context on this topic.
if I may, on SightGlass and the FDA approval. Any updates there?
Show response
SightGlass FDA approval update. Management responded with context on this topic.
Calendar 2025 Q3
any more color you could give us on what particular areas you're looking at? Is it mainly in vision? Is it in surgical or more across the board?
Show response
Restructuring scope and drivers across CVI and CSI. Management responded with context on this topic.
How is my site doing in Asia? And then do you have any update on the Sight Glass approval
Show response
MiSight performance by region and SightGlass FDA update. Management responded with context on this topic.
Calendar 2025 Q2
When do you think about the four to six versus where you're at earlier in the year? Is this lowering of the guide really more on perhaps softer pricing? Is it more on volume, or is it really around...
Show response
Lower market growth assumption drivers, pricing vs volume vs mix. Management responded with context on this topic.
any more color about really what's driving the softness in in Asia And then any thoughts on really the consumer or the cyclical risk to IVF demand in The US?
Show response
Asia Pac fertility softness drivers and US cyclical risk. Management responded with context on this topic.
Calendar 2025 Q1
on Sight Glass, would love a little more color on any sort of detail you can give around in the number of units sold in China, the number of children perhaps you are reaching with those products
Show response
SightGlass JV performance in China and P&L impact. Management responded with context on this topic.
The declines in China, is that just tied to broader macro weaker consumer?
Show response
China decline drivers, macro vs company-specific. Management responded with context on this topic.
Calendar 2024 Q4
can you just comment on exactly perhaps give some color on what's really supporting the outperformance there, the share gains
Show response
What's driving fertility outperformance and incoming administration impact. Management responded with context on this topic.
One of your competitors coming out with a seven day wear lens in 2025. Just wanted to get your thoughts on that category
Show response
Competitive risk from seven-day wear lens to SRT portfolio. Management responded with context on this topic.
DXCMDexCom5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
I wanted to ask about the Stello app redesign. I appreciate it early, but any feedback on that around engagement
Show response
Clarified the direction of travel is G7 moving onto the Stelo platform, not features moving the other way, though no engagement metrics were given.
Calendar 2026 Q1
What prompted the redesign? With the international launch, how broad do you expect to go? Is this a product that you could push into markets where you are not currently present
Show response
Jake described complete Stelo redesign with more technology-forward aesthetic, AI-driven personalized insights, and detailed macronutrient information. Nutrition insights front and center with overhauled insight engine. International launch targeting countries in both EMEA and APAC, starting smaller and expanding.
Calendar 2025 Q2
what are you currently seeing with respect to rep productivity? Any sort of increase versus where you expect it to be when you made these changes
Show response
Jereme confirmed 100K+ prescribers writing DexCom scripts. Average scripts per physician stable as new prescribers ramp, meaning existing prescribers writing more. Team still about 90 days behind original productivity expectations from last year's transition. Currently at midyear sales meetings applying lessons learned.
Calendar 2025 Q1
the extent to which you're seeing potentially any of these patients coming from competitive switching versus if they are new to the sensor
Show response
Kevin confirmed most T2 non-insulin adds are new to CGM, not competitive switches. DexCom has best PBM coverage position. Stelo tracking to 2-3% revenue guidance.
Calendar 2024 Q4
how we should be thinking around potential accuracy improvements really going after MARD on the glucose monitoring side
Show response
Jake confirmed ongoing accuracy improvements in G7 and G8. Multi-analyte in various development stages but too early to discuss premium pricing.
PODDInsulet Corporation3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
did you break out the proportion of new starts in the U.S. coming from type 2
Show response
Ashley confirmed type 2 approximately one-third of U.S. new customer starts. Strategy focuses on high-prescribing ENDOs first leveraging 25 years of type 1 equity, then influencing high-prescribing insulin-intensive PCPs. Maintained #1 most prescribed, #1 most requested, #1 in new customer starts for type 1.
Calendar 2025 Q1
the Malaysia ramp and the extent to which that impacted gross margins at this quarter
Show response
Ashley confirmed Malaysia on track to be margin accretive starting Q3. Tariff impact limited to 50bps on components from China, more than offset by efficiencies. Raised gross margin guidance to 71% including tariff absorption.
Calendar 2024 Q4
is there anything standing out in terms of who is adopting pump therapy in the type 2 cohort earlier
Show response
Jim said no clear pattern yet in type 2 adoption segments but strong reception across board. DTC yields improving now that type 2 patients can be routed to Omnipod 5 rather than only DASH.
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 |
|---|---|---|
| COO Cooper Companies (The) | 11 | 9%1 of 11 questions |
| DXCM DexCom | 5 | 0%none of 5 questions |
| PODD Insulet Corporation | 3 | 0%none of 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 | 4 | 0%none of 4 questions | 3 |
| 2025 Q1 | 4 | 0%none of 4 questions | 3 |
| 2025 Q2 | 4 | 25%1 of 4 questions | 3 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q24 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand7
- Competitive Dynamics6
- Innovation & R&D6
- Geographic Expansion6
- Product Launch5
- Pricing2
- Subscriber Growth2
- Capex Investment1
- Cost Pressure1
- M&A1
Show all 14 topics
- Macroeconomic1
- Margin1
- Trade Tariffs1
- Regulation Policy1