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Analyst
Lyanne Harrison
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 6).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned 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 6 of 6 questions from 1 company
RMDResMed6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
What other expenses can we expect into fiscal 2027? And is that been included in the guidance that you've given?
Show response
Mick confirmed the $42M Q4 charge is the all-in field-action estimate; the $75M (130bps) FY2027 revenue headwind is embedded in guidance, with no further charges signaled.
Calendar 2025 Q4
Are you seeing any changes in compliance or therapy for those GLP-1 OSA patients in the cohort you're tracking who have been with you for 3 years
Show response
Mick explained that even patients whose AHI decreases on GLP-1 therapy stick with CPAP due to symptomatic relief, better sleep quality, eliminated snoring, morning refreshment. No adherence reductions seen in the data, even in mild-moderate cohort.
Calendar 2025 Q3
Can you talk about the demand in initiatives that you have in place? And how do you measure which ones are really delivering
Show response
Mick described sophisticated targeting combining demographics, geography and diagnostic capacity. Not ready to guide high single-digit devices consistently but expects systematic 25-100bp improvement above mid-single-digit market growth.
Calendar 2025 Q1
Can you talk us through in terms of each of the factors that attributed to the expansion? How much of it was driven by each?
Show response
Brett cited manufacturing efficiencies, distribution/freight improvements, AS10 to AS11 transition benefits, component cost improvements, and favorable product mix (masks vs devices) as key margin drivers.
Calendar 2024 Q4
Can you point out if there is any, I guess, bulk purchases or one-offs that might have occurred this quarter
Show response
Mick confirmed no one-time stocking or tariff-related pull-forward. ResMed manufactures in Sydney, Singapore, Atlanta, no exposure to China/Mexico tariffs. Could negatively impact competitors.
Calendar 2024 Q3
Can you comment a little bit on the production of AirSense 11?
Show response
Mick confirmed AS11 production at full capacity with vast majority of U.S. sales being AS11. Acknowledged some rePAP backlog and opportunity for more systematic device replacement programs.
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 |
|---|---|---|
| RMD ResMed | 6 | 0%none of 6 questions |
- RMDResMed · 6 questions0%none of 6 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 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 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
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Cost Pressure2
- Regulation Policy1
- Competitive Dynamics1
- Revenue Growth1
- Margin1
- Trade Tariffs1
- Supply Chain1
- Product Launch1