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Analyst

Leanne Hayden

Canaccord Genuity · covers Industrials

Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters).

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
5on tracked calls
Challenge rate
20%1 of 5 questionsLimited sample
Companies
1questioned at least once
Reporting periods
4with 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 5 of 5 questions from 1 company

SMRNuScale Power Corporation5 questions · 4 reporting periods · 1 of 5 challenging
SMR company page →

Calendar 2026 Q1

I was just hoping you could help us think about what CapEx should look like per NPM

Capex InvestmentGuidance ReliabilityTranscript · FY2026 Q1 →
Show response

CEO declined to provide guidance on per-module cost, cost maturation, or dollars per kilowatt-hour, saying it is too early and NuScale sells modules, not electrons.

can you just talk about a little bit what that means from a near-term revenue perspective, if possible?

Show response

CEO pointed to the roughly $8 million of RoPower pre-FEED, FEED Phase 2 and licensing revenue as a template for post-PPA ENTRA1 services revenue.

Calendar 2025 Q4

you previously guided for binding PPA execution by the end of 2025. So any color around what may have caused that delay

ChallengingGuidance ReliabilityCapital AllocationTranscript · FY2025 Q4 →
Show response

Pressed on why the binding PPA slipped past the prior end-2025 target; General Counsel declined to add anything beyond the prepared remarks.

Calendar 2025 Q3

What do you view as the gating factors to InterOne site evaluation or construction permit NRC application?

Show response

Scott said TVA/InterOne have pre-approved Tier 1 sites with early site permits, giving a clear view on which sites to progress, a direct answer.

Calendar 2025 Q2

I was curious if you've noticed any industry trends in terms of project financing.

Show response

Hayden asked about emerging project-financing trends; management said NuScale does not finance projects itself but sees significant interest from large US and international capital sources to fund ENTRA1 plants.

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.

CompanyQuestionsChallenge rate
SMR NuScale Power Corporation520%1 of 5 questions
  • SMR
    NuScale Power Corporation · 5 questions
    20%1 of 5 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q210%none of 1 question1
2025 Q310%none of 1 question1
2025 Q41100%1 of 1 question1
2026 Q120%none of 2 questions1
  1. 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
  3. 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
  4. 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Guidance Reliability2
  • Capex Investment1
  • Revenue Growth1
  • Capital Allocation1
  • Regulation Policy1
  • Credit1