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Analyst
Jon Hickman
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 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.
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 5 of 5 questions from 1 company
CLSKCleanSpark, Inc.5 questions · 4 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
Can you elaborate a little bit on exactly what do you have to deliver to your counterparty in this triple net lease?
Show response
Harry said CleanSpark delivers a powered data-center shell (ground to shell to MEP/gray space, not white space) and walks away under the true triple net; the tenant covers ongoing power maintenance.
Is there a point in time when we're going to find out who the counterparty is?
Show response
Harry said the tenant remains confidential, disclosing only that it is a high investment grade global technology company with no credit wrappers required.
Calendar 2026 Q1
I'm a little confused about the ability to provide 0.95 power
Show response
Harry Sudock explained the Georgia procurement structure passes no cost back to the community while CleanSpark meets a capacity-factor obligation, contrasting it with the deregulated ERCOT market in Texas; a direct answer.
Calendar 2025 Q3
there are others in the space that are trying to do the same thing that you're doing
Show response
Matt attributed peer delays to the need for purpose-built sites matched to specific chip/cluster reference architecture.
Calendar 2025 Q2
what you're seeing as far as transaction costs -- or not transaction costs, but transaction fees for each award.
Show response
Hickman asked about transaction fees per block; Vecchiarelli said they run 1% to 3% of the block size and are hard to forecast.
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 |
|---|---|---|
| CLSK CleanSpark, Inc. | 5 | 20%1 of 5 questions |
- CLSKCleanSpark, Inc. · 5 questions20%1 of 5 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 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Capex Investment1
- Regulation Policy1
- Cost Pressure1
- Cloud & AI1
- Revenue Growth1