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Analyst
Jim Kirby
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned 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. See how we grade analysts on earnings-call questions.
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 4 of 4 questions from 1 company
ACHRArcher Aviation Inc.4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
Where do you see Insitu fitting into the longer-term portfolio of Archer?
Show response
Adam said current ISR revenue reflects past sales and the macro environment, and sees clear future demand growth for ISR drones and new products, with near-term revenue and cash flow from the existing portfolio, but did not quantify the growth.
I wanted to ask you to unpack the collaboration agreement with Boeing a little bit more.
Show response
Adam said Archer will own the IP and share back with Boeing on flight control systems, autonomy and other areas via a collaboration agreement; Boeing took all stock with a lockup, giving Archer a head start on the autonomy stack for civil and defense.
Calendar 2026 Q1
Do you mind just expanding on that in terms of what milestones are left or what should we be looking for, for what remains for progress in that stage.
Show response
Benjamin Lyon said Phase III is complete and Phase I is deep in execution with no unsolvable technical challenges; the remaining work is administrative approvals with the FAA, with seats materially in final form.
Is there more needed? How do you expect that to ramp up kind of over the next 3 years once the EIPP starts?
Show response
Adam described a public-private mix, citing years of infrastructure work across the EIPP markets of New York, Florida and California (including Hawthorne Airport, SoFi Stadium and USC) and expects broad industry participation to expand.
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 |
|---|---|---|
| ACHR Archer Aviation Inc. | 4 | 0%none of 4 questions |
- ACHRArcher Aviation Inc. · 4 questions0%none of 4 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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A2
- Regulation Policy2
- Revenue Growth1
- Innovation & R&D1
- Product Launch1
- Geographic Expansion1