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Analyst
Jon Windham
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned 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 3 companies
FSLRFirst Solar2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
just curious if you have any early thoughts on potential impact on broader solar installations
Show response
Widmar framed the ruling as reinforcing domestic supply chain momentum and said he does not see it constraining shipments near term.
Calendar 2025 Q3
Was the cancellation related to BP, was that all from international factories?
Show response
Mark clarified BP termination was mixed with front-end mostly international transitioning to domestic in outer years. On quality, Alabama hitting throughput requirements, Louisiana ahead of ramp schedule. Series 7 manufacturing process corrections implemented before Alabama and Louisiana started production.
GNRCGenerac2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
What are the self-help levers that you can control to maybe get that business back on a growth trajectory?
Show response
Jagdfeld cited 6.5% household penetration, improved financing offers, sharpened lead generation and the next-generation product line, while conceding outage activity is soft.
Calendar 2025 Q1
Just looking at your global manufacturing footprint, can you remind us the activities for Mexico, India, and China at the manufacturing facilities?
Show response
Aaron detailed in-country-for-country strategy. Mexico for LatAm, India for India, China for China/Europe. Seven U.S. plants. Evaluating USMCA shifts for tariff mitigation.
SMRNuScale Power Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
just in the next 12 months, sort of time lines, key milepost on advancing the TVA project.
Show response
CEO said that once ENTRA1 finalizes the deal, NuScale would move into COLA and pre-FEED activities, distinguishing its PPA-secured, ready-to-deploy position from less mature projects.
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 |
|---|---|---|
| FSLR First Solar | 2 | —Rate withheld: fewer than 3 questions |
| GNRC Generac | 2 | —Rate withheld: fewer than 3 questions |
| SMR NuScale Power Corporation | 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none 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 | 2 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none 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) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Regulation Policy1
- Macroeconomic1
- Guidance Reliability1
- Product Launch1
- Supply Chain1
- Trade Tariffs1