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Analyst
Jacob Moore
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 3 companies
FLEXFlex Ltd.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
what trends does that assume between unit volume versus content?
Show response
Revathi said stabilization is about platform clarity, not unit volume, with growth from software-defined compute wins.
Calendar 2025 Q3
Could you share the revenue size of those programs? And what do you see the broader opportunity size to be?
Show response
Revathi reiterated the roughly $1 billion services figure and its above-average margins but declined specifics.
TERTeradyne2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
What does your outlook for the timing of that ramp look like over the year? Has that changed at all?
Show response
Early production late 2025, bulk 2026. Higher complexity drives tester obsolescence and incremental demand for ATE and System Level Test.
PC, notebook and mobile are still big volume base. And I know -- I think you said a gradual improvement over the year
Show response
Second half recovery balanced across Compute (AI Cloud), Mobile (complexity march), and Auto/Industrial (content growth per model year).
AMEAmetek1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
Can you just help us understand the breakdown of orders and backlog between the segments?
Show response
Orders up 6%: EMG double-digit, EIG single-digit. Book-to-bill 1.0 overall (EMG above 1, EIG below 1). Minimal pull-forward due to customized nature of products.
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 |
|---|---|---|
| FLEX Flex Ltd. | 2 | —Rate withheld: fewer than 3 questions |
| TER Teradyne | 2 | —Rate withheld: fewer than 3 questions |
| AME Ametek | 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Revenue Growth3
- Margin1
- Trade Tariffs1
- Innovation & R&D1