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Analyst
Maheep Mandloi
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 questionsLimited sample
- Companies
- 3questioned 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.
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 8 of 8 questions from 3 companies
BEBloom Energy Corporation4 questions · 4 reporting periods · 1 of 4 challenging
Calendar 2026 Q2
The one theme we're hearing from other manufacturers across other industries is inflation on the CapEx estimates.
Show response
Distinguished Bloom's consumer-electronics-style manufacturing model from industrial-age power capacity and cited a payback measured in months.
Calendar 2026 Q1
just on the operating leverage. How should we think about that with the volumes to 5 gigawatts here?
Show response
Sridhar answered only the capacity-definition half in one sentence and did not address operating leverage at scale at all.
Calendar 2025 Q3
Could you just talk about like the reason to not disclose that? Is it just timing of these lumpy installations
Show response
Sridhar confirmed the analyst's own hypothesis and explained the range reflects customer readiness to take power, not Bloom's shipping capability.
Calendar 2025 Q1
I presume your guidance of 100 basis points of impact you talked about is more on the 10% tariff right now.
Show response
Sridhar described the supplier-by-supplier methodology behind the 100bp figure but did not answer the reciprocal-tariff scenario directly.
PWRQuanta Services3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Is there a scenario where you foresee potential competition and oversupply on that aspect a few years down the line?
Show response
Duke said there is no near-term craft labor oversupply, it takes about four years to make a journeyman and Quanta spends about $250 million a year on training; the main bottleneck is generation EPC and combined-cycle capacity and utility-scale generation to interconnect.
Calendar 2026 Q1
if M&A is part of the 2026 guidance here? And you didn't do an acquisition in Q1
Show response
Duke confirmed guidance contains zero acquisition contribution and 30% organic EPS growth. Future M&A will be additive on top.
Calendar 2025 Q3
Can you just talk about the accounting here? It seems like 50-50 JV and NiSource talked about like a $6 billion, $7 billion CapEx.
Show response
Duke confirmed proportional accounting. Backlog adds after air permit in H2 2026. Revenue pickup mainly in 2027-2028 with nothing meaningful in 2026 construction.
FSLRFirst Solar1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
it looks like the EBITDA is 36% in the first half, but 44% of the volumes. So just trying to understand
Show response
Alex confirmed first-half EBITDA weighting lower than volume weighting due to higher India mix in H1. India volumes strong in Q1, expected to decline Q2-Q3 and potentially recover Q4.
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 |
|---|---|---|
| BE Bloom Energy Corporation | 4 | 25%1 of 4 questions |
| PWR Quanta Services | 3 | 0%none of 3 questions |
| FSLR First Solar | 1 | —Rate withheld: fewer than 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 | No questions recorded | — | — |
| 2025 Q3 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Margin3
- Capex Investment2
- Demand2
- Guidance Reliability2
- Cost Pressure1
- Labor Market1
- Competitive Dynamics1
- M&A1
- Revenue Growth1
- Capital Allocation1
Show all 11 topics
- Trade Tariffs1