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Analyst
Mason Carrico
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned 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 4 of 4 questions from 2 companies
ILMNIllumina, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
did the clinical/non-clinical split move at all versus recent quarters?
Show response
Answering via Harrison on for Mason, Ankur held the ~70/30 clinical/research placement mix and noted some late-quarter improvement in U.S. research funding releases without assuming a recovery.
Calendar 2026 Q1
could you just talk about where you expect Illumina to win in spatial?
Show response
Jacob welcomed competitor spatial launches as raising overall interest and expressed confidence Illumina's differentiated spatial solution wins when it launches later this year.
Calendar 2025 Q3
How sustainable is the 50 to 60x per quarter moving forward? What does the pipeline look today?
Show response
Jacob expected the placement algorithm to continue and Q4 to be stronger than average; Ankur cited a multi-year expansion of the sequencing ecosystem.
HOLXHologic1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
it'd be great to get an update just on what you're seeing year-to-date on a competitive front?
Show response
Steve characterized BV/CV as early-middle innings with years of growth ahead. Menu expansion via Fusion sidecar and Panthers' installed base position the diagnostics franchise for sustained growth.
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 |
|---|---|---|
| ILMN Illumina, Inc. | 3 | 0%none of 3 questions |
| HOLX Hologic | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 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 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Demand2
- Competitive Dynamics2
- Innovation & R&D1