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Analyst
Jeremy Kwan
Period: Reporting period mapped to calendar 2025 Q3.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 1 company
MRVLMarvell Technology2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
How much of your custom products revenue that you expect in the second half is coming from some of these new programs
Show response
Koopmans noted multiple programs already in production with new ones moving to production each quarter. XPU attach opportunities have grown since June AI Day, with new design wins worth billions in lifetime revenue.
is there any impact that you're seeing from supply constraints anywhere along the supply chain? Any impact from tariffs
Show response
Koopmans acknowledged tight supply chain but said team has met all customer ramps. Meintjes confirmed no significant tariff impact seen across end markets to date.
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 |
|---|---|---|
| MRVL Marvell Technology | 2 | —Rate withheld: fewer than 3 questions |
- MRVLMarvell Technology · 2 questions—rate withheld: under 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 | 2 | 0%none of 2 questions | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI1
- Revenue Growth1
- Supply Chain1
- Trade Tariffs1