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Analyst
Mike Crawford
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 5with 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. See how we grade analysts on earnings-call questions.
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
ASTSAST SpaceMobile, Inc.5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
how many of these are already have or are targeted to have L-band or S-band connectivity installed on the Microns?
Show response
Abel said current Microns are low-band and mid-band production starts later this year for early-'27 launch; no specific count given.
how does this potential U.S. MNO joint venture affect your discrete agreements with AT&T and Verizon
Show response
Scott said existing agreements are unaffected and the JV frees up a third and fourth US customer; ASTS is carrier agnostic.
Calendar 2026 Q1
is it the AI spectrum management that gets you up closer to 200 megabits per second by year-end?
Show response
Abel clarified peak data rates do not depend on the ASIC; the ASIC lifts managed bandwidth from ~1 to 10 gigahertz per satellite.
Calendar 2025 Q3
intend to put L band in s band on the same satellites? And also, were you away formal FCC approval
Show response
Abel confirmed all 3GPP frequencies (incl. L/S band) ship on the satellites, interleaved, with mid-band launches starting by the end of next year.
Calendar 2025 Q1
On the custom ASIC, what batch of satellites out of the four you're launching after this Indian launch?
Show response
Abel said the ASIC arrives one or two launches after the next; the first batches use FPGAs. Direct.
LUNRIntuitive Machines, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Regarding the Lunar Terrain Vehicle, down select which you said you still expect to occur in 2H '25.
Show response
Steve confirmed the LTV award would primarily affect 2026 and only the initial $30 million was included in the 2025 operating plan.
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 |
|---|---|---|
| ASTS AST SpaceMobile, Inc. | 5 | 0%none of 5 questions |
| LUNR Intuitive Machines, 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 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 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
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch5
- Innovation & R&D3
- Competitive Dynamics1
- M&A1
- Regulation Policy1
- Guidance Reliability1