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Analyst
Josh Sullivan
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 2questioned 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. See how we grade analysts on earnings-call questions.
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 2 companies
LUNRIntuitive Machines, Inc.6 questions · 5 reporting periods · 0 of 6 challenging
Calendar 2025 Q4
I just wanted to key in on the Lantaris integration. Where are you ahead of schedule?
Show response
Altemus answered directly: integration is well ahead of the nine-month transition-service plan and customers are excited about the combination.
Calendar 2025 Q3
how might you be thinking about Artemis 3 or related tactical opportunities here?
Show response
Steve said IM will offer a human-landing-system solution with Lanteris and other teammates, as NASA looks to deliver Artemis earlier.
Can you just touch on how IM and Lanteris here scale some of the data opportunities
Show response
Steve laid out the delivery/data/infrastructure pillars and said the major expansion will come in data services and networks, citing TDRS, deep space network and Mars data relay opportunities.
Calendar 2025 Q2
Is there a pillar you're leaning more towards as we think about Intuitive longer term?
Show response
Steve said data services and transmission is now the emphasized pillar and framed current investment as building a sustainable, multibillion-dollar service model.
Calendar 2025 Q1
How are you looking at your organic opportunities to grow and adding people versus those comments on looking at M&A?
Show response
Steve framed M&A as opportunistic and aligned with the three commercialization pillars, alongside organic execution advantages, without specifics.
Calendar 2024 Q4
How are you modeling that long-term communications revenue model at this point?
Show response
Steve highlighted new hire Jim Frelk's data-services and national-security experience but did not provide a long-term communications revenue model.
ACHRArcher Aviation Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
do you think we could see Archer with anything like 50-50 between commercial and defense?
Show response
Adam framed three paths (Launch Edition, FAA certification, defense), said defense is chunky and program-of-record driven, and could be large early, but gave no split. Partial.
Calendar 2025 Q1
other items out there any supporting programs we can see externally at this point?
Show response
Adam said he was limited by the nature of the work but that the hybrid VTOL program hit internal milestones and should become a major part of the business.
Calendar 2024 Q4
the hybrid system you're envisioning here with Anduril could have commercial pass the applications at some point?
Show response
Adam confirmed the hybrid aircraft is intended for dual use, with longer range broadening civilian use cases as batteries improve.
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 |
|---|---|---|
| LUNR Intuitive Machines, Inc. | 6 | 0%none of 6 questions |
| ACHR Archer Aviation Inc. | 3 | 0%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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Competitive Dynamics3
- Innovation & R&D3
- M&A2
- Revenue Growth2
- Capital Allocation2
- Product Launch2