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Analyst
Jon Dorsheimer
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 6 of 6 questions from 1 company
OKLOOklo Inc.6 questions · 4 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Do you think that advanced reactors will go through that same process?
Show response
CEO expects a vibrant multi-player ecosystem across reactor sizes and fuel strategies rather than a 2-3 design down-selection, converging over long timescales to fast reactors and recycling, and addressed data-center public perception.
Calendar 2026 Q1
can you just talk about some of the challenges and maybe the timing of going from uranium to plutonium
Show response
Jake gave a detailed answer on surplus plutonium as a bridge fuel, ternary alloy metallic fuel form, and manageable handling challenges given prior fast-reactor experience.
Calendar 2025 Q3
just if you could talk a little bit about backlog. I think it was 14 gigawatts, has that changed at all?
Show response
CFO said the 14 GW pipeline is still mostly data-center/hyperscaler, with unidentified additions that could push it higher; term sheets are being exchanged. Directly answered.
has that kind of moved some of those discussions along from a supply chain risk?
Show response
CFO framed Atomic Alchemy conversations as distinct counterparties and pointed to potential lab-scale revenue/gross margin in 1H next year. Partially answered.
do we need to wait until you get the VIPR up for sort of an [indiscernible] tailoring? Or can that be done in between?
Show response
Jake said some near-term isotope recovery is possible without a reactor, but the biggest capabilities require the fast-neutron reactors. Directly answered.
Calendar 2025 Q2
I'm curious how you're thinking about the opportunities behind the meter versus front of the meter
Show response
Jake said demand is a mix varying by state and customer, but the weight of preference leans toward behind-the-meter offerings over time, often grid-tied near term.
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 |
|---|---|---|
| OKLO Oklo Inc. | 6 | 0%none of 6 questions |
- OKLOOklo Inc. · 6 questions0%none of 6 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Competitive Dynamics2
- Supply Chain2
- Demand2
- Cloud & AI1