Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Lewis Merrick
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 50%1 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
OTISOtis Worldwide2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q2
it looks like you made a loss of market share based on the order intake. What in your view drove that?
Show response
Judy rejected share loss, citing 4% backlog growth, eight straight quarters of Americas order growth (up 15%), and tough India/Singapore compares behind the APAC order decline.
Calendar 2026 Q1
have that underlying margins ex the investments you've made in the EMEA and the Americas also coming under pressure?
Show response
Judy confirmed no underlying margin pressure in EMEA/Americas ex-investments. Retention/price balance maintained. Cost controls in place: non-customer-facing discretionary costs, field cost of sales, parts procurement all carefully managed. Gives confidence especially in Americas and EMEA.
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 |
|---|---|---|
| OTIS Otis Worldwide | 2 | —Rate withheld: fewer than 3 questions |
- OTISOtis Worldwide · 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 |
|---|---|---|---|
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Demand1
- Margin1
- Geographic Expansion1