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Analyst
John Campbell
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q1 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 4 of 4 questions from 2 companies
CSGPCoStar Group2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
I'm just curious the other ways you're may be thinking about leaning in. I don't know if that's helping power maybe white label
Show response
Florance discussed broad industry trend of agents reconsidering listing distribution but avoided specifics on white-label or competitive strategy.
Calendar 2024 Q4
how long do you think it takes for international to somewhat rise is a needle mover for sweet or for CoStar
Show response
Florance outlined progress in Europe, plans for France and Spain launches, and noted no massive P&L hit expected in 2025.
QNSTQuinStreet, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2024 Q4
maybe you could talk to or provide some color around maybe the capacity that's out there
Show response
Doug said a record number of carriers now spend 7 figures a month, with lots of budget capacity and new market dimensions.
Calendar 2024 Q3
the insurance growth just sequentially and then what that typical seasonal drop off is just seasonally into 2Q?
Show response
Greg said insurance grew over 80% sequentially with a typical ~10% sequential decline expected into Q2.
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 |
|---|---|---|
| CSGP CoStar Group | 2 | —Rate withheld: fewer than 3 questions |
| QNST QuinStreet, Inc. | 2 | —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 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Competitive Dynamics2
- Revenue Growth2
- Regulation Policy1
- Geographic Expansion1