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Analyst
Jonathan Reeder
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 1 company
AWKAmerican Water Works4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
Were these deals that are kind of already in the pipeline just waiting to get done once the PUC finalized the revisions to the rules
Show response
Cheryl Norton explained deals follow natural progression and weren't waiting for rule finalization. More deals expected; both fair market value and traditional types in pipeline.
Does this bill require them to approve decoupling -- full decoupling for the California water utilities
Show response
Cheryl Norton confirmed the bill aims to close the decoupling gap, hoping for decision over next few months. It has passed Senate and is in Assembly Appropriations.
Calendar 2024 Q4
Do you expect to reach a settlement prior to the start of hearings
Show response
John Griffith confirmed settlement before hearings was their expectation based on prior experience.
Is any of that starting to trickle into your, you know, service territory where this economic development is kind of promoting more customer growth
Show response
John Griffith said AI impact on water is early and modest; data centers are more power-intensive than water-intensive, with water industry in excess capacity position.
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 |
|---|---|---|
| AWK American Water Works | 4 | 0%none of 4 questions |
- AWKAmerican Water Works · 4 questions0%none of 4 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 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy3
- M&A1
- Cloud & AI1
- Demand1