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Analyst
Jonna Kim
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with 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 3 of 3 questions from 1 company
HIMSHims & Hers Health, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
Just curious if there has any changes in your marketing strategy or approach. And as you think about the new year
Show response
Okupe attributed marketing leverage to more organic/lower-cost acquisition and stronger retention from personalized offerings, while signaling willingness to invest in 2026 growth.
Calendar 2025 Q2
Just wanted to get a sense of the mix of international and the U.S. business in that long- term target.
Show response
Yemi declined an exact international/US split but framed each growth lever (geographies, specialties, personalization) as a $1B-plus opportunity toward the 2030 targets.
Calendar 2025 Q1
you mentioned moderating throughout the year. How should we just think about the put-then-takes there?
Show response
Andrew flagged Q2 headwinds from semaglutide roll-off, offset by branded Wegovy and premium daily products, and noted orals growing north of 300% YoY; direct.
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 |
|---|---|---|
| HIMS Hims & Hers Health, Inc. | 3 | 0%none of 3 questions |
- HIMSHims & Hers Health, Inc. · 3 questions0%none of 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin1
- Demand1
- Geographic Expansion1
- Guidance Reliability1
- Revenue Growth1
- Product Launch1