Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

John Campbell (Stephens) — Tellvest

Analysts/John Campbell

John Campbell

Stephens

Real EstateCommunication Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '24Q1 '25

Focus Areas5 topics

Demand2Competitive Dynamics2Revenue Growth2Regulation Policy1Geographic Expansion1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CSGPCoStar Group2 quarters

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

Competitive DynamicsRegulation PolicyView in transcript →

2024 Q4

how long do you think it takes for international to somewhat rise is a needle mover for sweet or for CoStar

Geographic ExpansionRevenue GrowthView in transcript →

QNSTQuinStreet, Inc.2 quarters

2024 Q4

maybe you could talk to or provide some color around maybe the capacity that's out there

DemandCompetitive DynamicsView in transcript →

2024 Q3

the insurance growth just sequentially and then what that typical seasonal drop off is just seasonally into 2Q?

Revenue GrowthDemandView in transcript →