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Analyst
Mike Kratky
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 6).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 6with 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 9 of 9 questions from 4 companies
DXCMDexCom3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
to what extent do you really see that in the third quarter? How should we think about that moving forward, both in 4Q and '26
Show response
Jereme noted Q3 growth rate partly elevated by anniversary of 2024 channel mix headwinds. Underlying unit volumes and revenue performance tightening over course of year. Expects continued convergence in 2026. Quarter-to-quarter can be lumpy due to prior-year comp dynamics.
Calendar 2025 Q1
are you seeing anything on the type 1 side of the world, whether it's market growth and penetration or just your overall market share
Show response
Kevin confirmed T1 market share on track. Continued T1 patient adds domestically and internationally. Retention and utilization outstanding in T1 population.
Calendar 2024 Q4
have you seen any noteworthy shifts in your market share that you're capturing across the different segments
Show response
Jereme noted strong share performance across all segments in Q4 with record new patients. Expected to continue into 2025 with expanded coverage in non-insulin segment.
MDTMedtronic3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
can you provide any additional color on utilization trends in centers after they've added an Affera system?
Show response
Geoff said 75% of the U.S. installed base sits at high-volume centers with high utilization and system additions, leaving room to run in lower-volume centers.
Calendar 2026 Q2
to what extent is Liberant bringing differentiation to this market?
Show response
Martha declined product-level guidance but cited a strong peripheral vascular commercial footprint, good clinical results and physician feedback for the product, and the Contego agreement as a help. He framed peripheral vascular as sneakily improving Medtronic's growth profile, part of a broader story spanning CAS, Ardian, Hugo, Altaviva, Stealth AXiS, CST and Cardiac Rhythm.
Calendar 2025 Q3
is that $2 billion that you've talked about in annual CAS sales now squarely on the table for fiscal '26? Or what reservations would you have about committing to that?
Show response
Martha reaffirmed incremental $1 billion off FY25 base is near-term, likely straddling FY26/FY27. Sequential growth accelerating with Q2 expected faster than Q1's nearly 50%.
SYKStryker Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
could you look to do that through piecemeal M&A or would you potentially be open to considering more of a platform acquisition
Show response
Kevin said expanding into interventional cardiology call points could lead to additional acquisitions over time, not ruling out a platform deal but declining to predict one.
what's giving you the confidence to reiterate the guidance and especially in the backdrop of any ongoing disruptive factors like GLP-1 impact
Show response
Kevin was emphatic that GLP-1s have zero impact on Stryker's business, underlying demand is strong, and surgery schedules remain full.
PODDInsulet Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
How are you thinking about how the competitive landscape could evolve in type 2 in 2025
Show response
Jim expressed high confidence in competitive position. Omnipod 5 came third to AID market in type 1 but overtook all incumbents. SECURE-T2D proved simplicity for type 2 patients with comorbidities.
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 |
|---|---|---|
| DXCM DexCom | 3 | 0%none of 3 questions |
| MDT Medtronic | 3 | 0%none of 3 questions |
| SYK Stryker Corporation | 2 | —Rate withheld: fewer than 3 questions |
| PODD Insulet Corporation | 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 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics5
- Demand4
- Revenue Growth3
- Product Launch2
- Guidance Reliability2
- M&A1
- Pricing1