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Analyst
Matthew Blackman
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 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 5 of 5 questions from 2 companies
ZBHZimmer Biomet3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
It was a noisy quarter in the hip market globally, everyone's growth decelerated with the exception of Zimmer Biomet
Show response
Ivan credited execution over market, detailed the Japan iodine launch (40% premium, competitive conversions, supply-constrained by demand) and the U.S. hip triple play (Z1, HAMMR, OrthoGrid) driving 5.9% U.S. hip growth.
Calendar 2026 Q1
to the extent that you're seeing any green shoots, let's call it, from the work that you've done
Show response
Ivan cited three green shoots: (1) transitioned territories showing double-digit weekly caseloads vs nationwide average of ~7 (competitors at 16-17), (2) sales improvement in dedicated structures especially in shoulder specialization, (3) lower turnover and higher engagement from dedicated reps seeing long-term future at ZBH.
Calendar 2025 Q4
tell us why now how heavy the lift ahead is, and perhaps most important, what could the business look like if is executed well
Show response
Ivan detailed the what/why/how/when: moving from non-dedicated to fully dedicated reps (currently ~25% specialization), adding 200+ robotics reps. U.S. productivity roughly half of direct competitors. One-third done, remainder over 2 years (completion by end 2027). Five recent conversions going as expected or better. Active negotiations with ~40% of channel.
SYKStryker Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
just hoping for a little bit more color on Inari supply shortfall? How much of an organic drag was it?
Show response
Confirmed the analyst's own estimate as in the ballpark rather than disclosing a figure, so the number stays the analyst's.
how do you think about a sustainable market growth rate over the next couple of years?
Show response
Framed PEERLESS II, reading out mid next year, as the catalyst that could step the market higher, and called current issues internal.
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 |
|---|---|---|
| ZBH Zimmer Biomet | 3 | 0%none of 3 questions |
| SYK Stryker Corporation | 2 | —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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Competitive Dynamics3
- Supply Chain1
- Demand1
- Geographic Expansion1