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Analyst
Mark Kelley
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 2 companies
PINSPinterest, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
I was hoping maybe we could drill into the SMB and kind of mid-market opportunity just a little bit more
Show response
Bill cited 24% conversion lift, 12% higher spend growth for mid-market adopters, and ROAS bidding deepening catalog reach.
Calendar 2024 Q4
can you talk through the contribution from the third-party partnerships?
Show response
Bill framed third-party demand as auction gap-filling; Julia declined to break out the revenue separately.
TTDThe Trade Desk, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
do you see like a byproduct of the DOJ suit being Google kind of stepping on the gas on the DSP side
Show response
Green argued DV360 is effectively a YouTube buying tool. Adding retail data is about monetizing YouTube supply. Expects Google to eventually just focus on their own properties.
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 |
|---|---|---|
| PINS Pinterest, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| TTD The Trade Desk, Inc. | 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 |
|---|---|---|---|
| 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 |
- 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
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Demand1
- Product Launch1
- Regulation Policy1
- Revenue Growth1