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Analyst
Kosta Tasoulis
Period: Reporting periods mapped to calendar 2024 Q3 – 2024 Q4 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned 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 2 of 2 questions from 1 company
TELTE Connectivity2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2024 Q4
I just wanted to double-click on your LVP assumption down negative 1% to 1.5% growth over market, low end of the 4% to 6% range
Show response
Terrence broke down: Asia strong production growth, Europe down 10%, North America slightly down. Content growth driven by Asia EV, electronification benefits across all powertrains.
Calendar 2024 Q3
Can you just offer some color on how the business will impact your Transportation segment margins and full year '25?
Show response
Heath confirmed 20%+ Transportation margins are not dependent on commercial transport recovery. Auto business performance has been strong enough to absorb the headwind.
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 |
|---|---|---|
| TEL TE Connectivity | 2 | —Rate withheld: fewer than 3 questions |
- TELTE Connectivity · 2 questions—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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Geographic Expansion1
- Margin1