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Analyst
Michael Graham
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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
EVEREverQuote, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
Can you just spend a moment maybe just trying to help us understand with a framework where we should think about you guys growing relative to the overall premium market?
Show response
CFO provided seasonal framework (Q1→Q2 low single-digit decline, Q3 mid-to-high single-digit up, Q4 mid-single-digit down) and said growth normalizes to long-term rate on average for last three quarters.
I just wonder if you could add a layer of depth around some of the things that are working for you there?
Show response
CEO highlighted operational rigor, ML-based traffic bidding platform improvements, and expanded channels/partners unlocked by improved monetization.
MAXMediaAlpha, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
specifically why $7 million was the right number for an accrual
Show response
Management explained the ASC 450 contingent-liability basis for the reserve but declined further detail while FTC discussions are ongoing.
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 |
|---|---|---|
| EVER EverQuote, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| MAX MediaAlpha, 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 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q43 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Demand1
- Innovation & R&D1
- Cloud & AI1
- Regulation Policy1