Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Maher Yaghi
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 17%1 of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 2 companies
TRIThomson Reuters Corporation5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2026 Q1
could you provide some KPIs that prove that AI is lifting net revenues and not just increasing usage
Show response
Eastwood pointed to law firm revenue ex-government accelerating from 9% to 11% as the most tangible proof of AI revenue uplift, with highest growth ever across large, mid, and small law segments.
Can you give us maybe some -- like a bridge that helps us understand where the improvement in the margins year-on-year will be coming from in the second half
Show response
Eastwood cited operating leverage from higher revenues, accelerating AI automation productivity gains, M&A dilution lapping, and LLM cost normalization as H2 margin drivers.
Calendar 2025 Q3
can you tackle maybe how you see AI advances affecting your tax business? Do you believe that business has similar defensive capabilities
Show response
Steve outlined three tax advantages: no billable hour business model hurdle, acute talent shortage drives receptivity, and tax engines handle math while agents automate shoulder activities. Ready to Advise enables move to advisory services.
can you maybe just let us know which segment of the Big 3 you're expecting to see most of the acceleration coming from?
Show response
Mike identified TAP as largest acceleration driver citing SafeSend/Additive/Materia scaling, Ready to Advise and Ready to Review launches, Dominio (20% CAGR over 11 years), and UltraTax strength.
Calendar 2025 Q2
Could you provide us some puts and takes on working cap and the payments
Show response
Mike explained Q1 annual bonus payment is the largest working capital drag. For revenue, H2 benefits from strong bookings, healthy pipelines, and easier Reuters and TAP comps.
DLRDigital Realty1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
do you think the drive to build bigger and bigger campuses is moving projects to private developers
Show response
Power confirmed leaning towards $1 trillion+ investment-grade counterparties for large-scale projects, with neo cloud business staying in smaller megawatt-range capacity blocks.
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 |
|---|---|---|
| TRI Thomson Reuters Corporation | 5 | 20%1 of 5 questions |
| DLR Digital Realty | 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 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Cloud & AI3
- Competitive Dynamics2
- Margin1
- Credit1
- Guidance Reliability1
- Capital Allocation1