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Analyst
Kyle Mikson
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 10 of 10 questions from 2 companies
ILMNIllumina, Inc.7 questions · 6 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
How do we track that going forward? How do we know the strategy is working? Will you break that out going forward
Show response
Jacob reaffirmed the multiomics strategy adding 1-2 points of growth in 2026-2027; Ankur explained products land in consumables while Billion Cell Atlas lands in services.
Calendar 2026 Q1
Did you update the guidance range to reflect competition launching this summer?
Show response
Jacob expressed confidence in Illumina's competitive position and said the guide reflects the expected business development, not a competition cushion.
the volume of GB shipped as a percentage that the NovaSeq X represents that's been increasing nicely
Show response
Jacob cautioned against reading too much into the quarterly revenue-share figure and reaffirmed clinical transition to 85%+ by year-end.
Calendar 2025 Q4
which of these will, I guess, grow faster in '26? Just help us frame the different drivers
Show response
Jacob described broad-based clinical growth with oncology the main driver and rare disease healthy, without splitting out applications.
Calendar 2025 Q3
the quarterly R&D expenses declined a bunch quarter-over-quarter.
Show response
Jacob credited disciplined R&D execution and improved productivity; Ankur tied clinical acceleration to new test approvals enabled on X.
Calendar 2025 Q2
do you have the cushion to push price lower if you have to, if and when new competitive threats enter the fold
Show response
Jacob said pricing decline is within the expected range and Illumina's cost structure lets it compete on price if it chooses.
Calendar 2025 Q1
it's been almost a year since that divesture. Has that actually helped you accelerate core Illumina?
Show response
Jacob said value-added bolt-on M&A remains in focus but not MRD; Ankur emphasized strong cash generation and continued buybacks.
TEMTempus AI, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
that looks like it's now $550 using 2Q data compared to $230 that you had at the investor day
Show response
Jim and Eric said evolving ADLT pricing for comparable liquid biopsies (citing Guardant) lifted the xF ASP assumption, and Eric said he cannot see any scenario where Personalis would terminate even slightly below the floor since both parties want the deal.
Calendar 2026 Q1
can you just elaborate on the growth profile of xG that grew 50% year-over-year in Q1?
Show response
Eric said germline percentages look large but are small in units; rare drives ASP not volume.
Calendar 2025 Q4
could you just kind of walk through what each of the main growth drivers will be for xT, xR, xF, xH and xE in 2026
Show response
Eric said the core contextualization platform advantage drives all five assays, not separate drivers.
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 |
|---|---|---|
| ILMN Illumina, Inc. | 7 | 0%none of 7 questions |
| TEM Tempus AI, 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 |
|---|---|---|---|
| 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 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 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
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Product Launch3
- Innovation & R&D2
- Pricing2
- M&A2
- Competitive Dynamics2
- Guidance Reliability1
- Demand1
- Cost Pressure1
- Capital Allocation1