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Analyst
Lu Li
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 1 company
HOLXHologic4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
I think you mentioned that you're going to have a test menu expansion on Fusion. I wonder if you can comment a little bit on the timing and the potential revenue contribution
Show response
Karleen said new Fusion assays launch late FY2026 to early FY2027 but won't be meaningful contributors until FY2027-28. Cautioned these are incremental, not BV/CV-type opportunities.
I wonder can you quantify what will be the magnitude of that?
Show response
Karleen quantified China going from $60-70M H1 pace to ~$10M/quarter. Steve added HIV business was stronger in first 1.5-2 quarters and is assumed at de minimis levels going forward.
Calendar 2025 Q1
any color that you can share on why higher growth in Q4, like any conversation that you have with the customer that really gives you the confidence about the ramp?
Show response
Karleen cited Breast Health gantry recovery, full-quarter Gynesonics, direct US Endomag sales, and easy Skeletal comp (prior-year stop ship) as Q4 drivers.
is there any scenario where there's a retaliation coming out from Europe given that most of your manufacturing is actually in the U.S., would that be an issue?
Show response
Karleen declined to speculate on scenarios beyond current guidance, noting the range reflects current knowledge.
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 |
|---|---|---|
| HOLX Hologic | 4 | 0%none of 4 questions |
- HOLXHologic · 4 questions0%none of 4 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Macroeconomic2
- Trade Tariffs2
- Innovation & R&D1
- Guidance Reliability1