Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Mark Kelley (Stifel) — Tellvest

Analysts/Mark Kelley

Mark Kelley

Stifel

Communication ServicesTechnology

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q3 '25

Focus Areas5 topics

Competitive Dynamics2Demand1Product Launch1Regulation Policy1Revenue Growth1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

PINSPinterest, Inc.2 quarters

2025 Q3

I was hoping maybe we could drill into the SMB and kind of mid-market opportunity just a little bit more

DemandProduct LaunchView in transcript →

2024 Q4

can you talk through the contribution from the third-party partnerships?

Revenue GrowthCompetitive DynamicsView in transcript →

TTDThe Trade Desk, Inc.1 quarter

2025 Q1

do you see like a byproduct of the DOJ suit being Google kind of stepping on the gas on the DSP side

Competitive DynamicsRegulation PolicyView in transcript →