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Analyst
Jon Petersen
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 5with 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 9 of 9 questions from 4 companies
DLRDigital Realty5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
can you help us out on timing of how quickly you could potentially sign a lease and deliver capacity there
Show response
Wright said the Kansas City ramp starts in 2028 across over 1,400 acres toward over 2 gigawatts, calling it analogous to Charlotte and likely the seventh largest data center market in the U.S.
Calendar 2026 Q1
can you talk through what the operating expense line items are that are maybe pulling down organic growth
Show response
Mercier attributed the 2.5% CC same-store growth to a low prior-year R&M and labor comp, expecting acceleration through remaining quarters to hit 4-5% full-year guidance.
Calendar 2025 Q4
talk about the decision-making when you enter a new market on going with more, like, interconnection-focused colo
Show response
Wright detailed acquisitions of most highly connected assets in Malaysia, Portugal, and Israel, alongside US land parcels in Charlotte, LA, and other tier-one markets.
Calendar 2025 Q3
are you starting to see examples of any latency-sensitive hyperscaler AI applications coming to DLR markets
Show response
Power highlighted 7 consecutive quarters with a different top signing customer; McLean confirmed largest pipeline on record with active conversations for 2026-2027 deliveries.
Calendar 2025 Q2
What do you think is driving the inflection in growth in the 0-1 megawatt category?
Show response
Power attributed success to years of investment in global platform, go-to-market revamp, and growing market with share gains; McLean cited strong 300-600KW and 600KW+ enterprise participation.
PLDPrologis2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I just want to make sure I understand the development start guidance correctly. So you increased it by about $1 billion
Show response
Letter confirmed the guidance uplift comes from logistics; Caton added the build-to-suit pipeline is up about 10%, 12% quarter-over-quarter.
Calendar 2025 Q3
you said you're exploring additional capitalization strategies. Can you talk more about what that might look like
Show response
Letter laid out data center business status with experienced dedicated team built from industry continuing into 2026. Operational synergies between core business and data center team including procurement platform and distributed energy. Pipeline significant with 1.4 gigawatts secured or under construction and 3.8 gigawatts in advanced stages. Continuing build-to-suit strategy with hyperscalers. Active discussions and lease dialogue across entire pipeline. Land bank of 14,000 acres and 6,000 buildings positioned for current AI demand wave and next inference wave. Arndt added balance sheet capable of taking out large volume with almost $2 billion under construction.
DOCHealthpeak Properties1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I'm just curious for an update on how you're thinking about that portfolio as a long-term hold on your balance sheet
Show response
Brinker said compounded NOI growth of ~9% including the downturn. LCS doing incredible job as operator. Portfolio needs capital investment but will hold for foreseeable future.
EQIXEquinix1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Can you give us just some more details on if any 1 or 2 of those sites are particularly larger than the others
Show response
Adaire confirmed London and Chicago lands skewing xScale (to be contributed to JV), with Amsterdam also significant. Noted megawatt split between retail and xScale is somewhat fungible across the product continuum.
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 |
|---|---|---|
| DLR Digital Realty | 5 | 0%none of 5 questions |
| PLD Prologis | 2 | —Rate withheld: fewer than 3 questions |
| DOC Healthpeak Properties | 1 | —Rate withheld: fewer than 3 questions |
| EQIX Equinix | 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 |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 4 | 0%none of 4 questions | 4 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q34 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion3
- Capex Investment3
- Competitive Dynamics2
- Cloud & AI2
- Demand2
- Capital Allocation2
- Guidance Reliability1
- Margin1
- Cost Pressure1