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Analyst
Jim Lee
Period: Reporting periods mapped to calendar 2024 Q3 – 2024 Q4 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 3questioned 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 3 companies
ABNBAirbnb1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Can you guys talk about maybe some of the friction you're able to resolve in the upcoming launch? Any indication that you can give us
Show response
Brian identified 5 prior friction points: poor integration, weak merchandising, no social distribution, supply quality, limited marketing. Confident but measured about relaunch.
BABAAlibaba Group Holding Limited1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
Is the AI revenue mostly coming from model training or inferencing?
Show response
Eddie Wu said early demand is model-training-led but inferencing will dominate future growth, and that AI-agent workflow automation is developing similarly in China and the US.
CARTMaplebear Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Can you maybe talk about the supply and demand dynamics there? Any impact on tighter immigration controls here?
Show response
Fidji said shopper supply is very healthy with waitlists in most cities and strong tenured-shopper retention, implying no immigration-related pressure. Directly answered.
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 |
|---|---|---|
| ABNB Airbnb | 1 | —Rate withheld: fewer than 3 questions |
| BABA Alibaba Group Holding Limited | 1 | —Rate withheld: fewer than 3 questions |
| CART Maplebear Inc. | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI1
- Capex Investment1
- Product Launch1
- Competitive Dynamics1
- Labor Market1
- Supply Chain1