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Analyst
Nate Pendleton
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 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. 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
SMRNuScale Power Corporation5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
how do you view the durability of your technology advantage if we roll forward the clock a few years?
Show response
CEO argued a decade of readiness work and in-production long-lead items give a durable head start, though the answer stayed general on future competitive dynamics.
Do you expect these applications to use the standard VOYGR-12 or VOYGR-6 configurations? Or will this be a distinct product?
Show response
CEO was enthusiastic about process/district heat and dry cooling but did not directly answer the VOYGR-12 vs VOYGR-6 configuration or parasitic-load question.
Calendar 2026 Q1
Can you talk about what's holding back more near-term adoption of additional contracts?
Show response
CEO attributed the lack of signed contracts to a complicated, slow customer process rather than technology readiness, expressing hope that deals are close.
can you talk for a moment about the state of the nuclear fuel supply chain in the U.S.
Show response
COO said low-enriched-uranium supply is not a bottleneck, contrasting it with the high-assay low-enriched-uranium constraints facing other advanced designs.
Calendar 2025 Q4
After ENTRA1 signs a binding PPA with TVA, can you talk about what that means from a near-term revenue perspective?
Show response
CCO said a signed TVA PPA would trigger COLA and FEED revenue larger than RoPower given bigger plants, but gave no figures.
OKLOOklo Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I wanted to dig a little bit deeper into the use of plutonium as a bridge fuel.
Show response
Management confirmed the first tranche is about 20 tons but said specific plutonium allocations remain in development and pending DOE engagement; the reactivity-feedback physics question was answered in detail.
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 |
|---|---|---|
| SMR NuScale Power Corporation | 5 | 0%none of 5 questions |
| OKLO Oklo 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 |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Supply Chain2
- Innovation & R&D2
- Demand2
- Competitive Dynamics1
- Revenue Growth1