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Analyst
Josh Baer
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 50%2 of 4 questionsLimited sample
- Companies
- 2questioned 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 2 companies
NBISNebius Group N.V.3 questions · 2 reporting periods · 1 of 3 challenging
Calendar 2026 Q1
Can you address the media reports indicating delays at the Vineland, New Jersey site?
Show response
Andrey Korolenko said all Microsoft and Meta capacity commitments to date were delivered, with the Microsoft schedule ramping into the second half.
Calendar 2025 Q4
who asks about our CapEx financing plans
Show response
Ophir Nadav said roughly 60% of CapEx is funded from cash flows and long-term-agreement prepayments, with debt to be added toward an optimal capital structure.
what proportion of your customers utilize your software and services in addition to your compute capacity?
Show response
Marc Boroditsky said 100% of AI cloud customers use the software but described monetization as early, without quantifying software ARR.
CRWVCoreWeave, Inc. Class A Common Stock1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q4
If you're moving faster, why didn't that show up in the active power and the revenue?
Show response
Management explained late-quarter capacity comes online, with monetization landing in 2026; answered directly.
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 |
|---|---|---|
| NBIS Nebius Group N.V. | 3 | 33%1 of 3 questions |
| CRWV CoreWeave, Inc. Class A Common Stock | 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 Q4 | 3 | 33%1 of 3 questions | 2 |
| 2026 Q1 | 1 | 100%1 of 1 question | 1 |
- 2025 Q43 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2026 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Revenue Growth2
- Supply Chain1
- Capital Allocation1
- Cloud & AI1