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Analyst
Joshua Dennerlein
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 3).
- Questions
- 9on tracked calls
- Challenge rate
- 11%1 of 9 questionsLimited sample
- Companies
- 7questioned 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 9 of 9 questions from 7 companies
FICOFair Isaac2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
Could you remind us what you're rolling out solution-wise this year on the platform? And then just maybe provide some context on how -- when you've added solutions in the past just impacted growth
Show response
Weber detailed credit risk lifecycle solutions as mature on platform, with fraud solutions still in progress, expecting virtually all fraud solutions available next year.
do you see like a sales growth bump from that, does that convert to a lot of sales
Show response
Lansing described FICO World as their top pipeline builder, with customers doing personalized multi-day deep dives and referring other customers.
MSCIMSCI2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
Great. Going back to the net new, very notable in 1Q—great results. Andy, would you be able to disaggregate how much of that was due to larger, concentrated deals, which you alluded to in
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q1
Yeah. Hey, guys. I wanted to ask about the new Moody's partnership. Can you provide a little bit more color on how that came about and just maybe how you're thinking about it impacting your
Show response
Management addressed the question with specific commentary.
EFXEquifax1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Good morning, It's [indiscernible] on for Josh. I wanted to touch base on the question earlier about the smaller player
Show response
Management addressed the question directly with specific data points.
MCOMoody's Corporation1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q1
If I look back to 2022, we saw like a fairly significant slowing in missed revenues and margins really compressed. Is that not a good analogy
Show response
Rob distinguished current cycle from 2022's 30% decline, citing ability to manage within a band plus structural investments in automation. Noémie noted MIS margin still guided at 61-62% with significant YoY expansion.
SPGIS&P Global1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
It would be great to hear a bigger update on the chief client officer role and how those conversations are progressing with clients
Show response
Cited specific wins: large counterparty manager deal with investment bank, primary markets issue book with commercial bank, and multiyear multimillion-dollar corporate actions deal.
TRIThomson Reuters Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
do you have any color on how long -- like once the product starts growing 10% how long it typically stays in there
Show response
Mike cited Practical Law (acquired 2013), Direct Tax (decades), Indirect Tax, and Dominio (acquired 2014, 20%+ CAGR for 11 years). Steve noted these trends are durable given structural transformation.
Show 1 more company
WELLWelltower1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
how do you think about retaining talent, and is there a retention problem at Welltower today?
Show response
Shankh directly denied retention issues but acknowledged high demand for talent due to industry demographic shifts and proactive culture efforts.
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 |
|---|---|---|
| FICO Fair Isaac | 2 | —Rate withheld: fewer than 3 questions |
| MSCI MSCI | 2 | —Rate withheld: fewer than 3 questions |
| EFX Equifax | 1 | —Rate withheld: fewer than 3 questions |
| MCO Moody's Corporation | 1 | —Rate withheld: fewer than 3 questions |
| SPGI S&P Global | 1 | —Rate withheld: fewer than 3 questions |
| TRI Thomson Reuters Corporation | 1 | —Rate withheld: fewer than 3 questions |
| WELL Welltower | 1 | —Rate withheld: fewer than 3 questions |
- FICOFair Isaac · 2 questions—rate withheld: under 3 questions
- MSCIMSCI · 2 questions—rate withheld: under 3 questions
- EFXEquifax · 1 question—rate withheld: under 3 questions
- MCOMoody's Corporation · 1 question—rate withheld: under 3 questions
- SPGIS&P Global · 1 question—rate withheld: under 3 questions
- TRIThomson Reuters Corporation · 1 question—rate withheld: under 3 questions
- WELLWelltower · 1 question—rate withheld: under 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 7 | 14%1 of 7 questions | 6 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q17 questions · challenge rate 14% (1 of 7 questions) · 6 companies
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Cloud & AI2
- Innovation & R&D2
- Demand2
- Guidance Reliability2
- Revenue Growth2
- Competitive Dynamics2
- Margin1
- Labor Market1