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Analyst
Jeoffrey Lambujon
Period: Reporting periods mapped to calendar 2025 Q3 – 2025 Q4 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none 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
FANGDiamondback Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
we were hoping you could speak to your outlook for corporate oil mix over time as you continue to develop your Midland Basin core inventory and work in more Barnett Woodford
Show response
Kaes acknowledged oil mix declining over time with Barnett growth, but emphasized core inventory still gets the vast majority of the $3.75B budget. Lateral lengths and productivity improved in 2025 vs 2024.
the hyperscaler and data center opportunity that you've spoken to in past quarters and on past calls and how Diamondback really offers the full suite
Show response
Jere confirmed progress on bringing data centers to Diamondback surface using gas, Deep Blue water, and near-term power generation. Kaes said no announcement until binding terms are finalized.
COPConocoPhillips1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Can you also talk about the confidence level in the updated range and essentially what might be locked in from here
Show response
Kirk Johnson noted inflation abating to 3-3.5% but budgeted conservatively at 4-5% forward. Over 90% of facility contracts secured with market index accountability.
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 |
|---|---|---|
| FANG Diamondback Energy | 2 | —Rate withheld: fewer than 3 questions |
| COP ConocoPhillips | 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 |
|---|---|---|---|
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Revenue Growth2
- Supply Chain1