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Analyst
Nathan Richardson
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned 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 1 company
EVRGEvergy5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q3
could talk a little bit about the third data center you mentioned. And given the 4% to 5% sales growth guidance, I was wondering how impactful
Show response
Campbell clarified the third data center is additive to the 4-5% growth already projected from the first two finalizing-agreements customers.
Calendar 2025 Q2
if you could expand a little bit on how you're thinking about the timing to derisk equity needs beyond '25? And would you do something this year like a forward
Show response
Buckler confirmed preference for ratable ATM program with forward sales, no need to settle equity in 2025, cumulative $2.8B need through 2029.
if they were to not ramp within your expectations, how could that impact 4% to 5% load growth? And is that still achievable if they were to ramp at a lower level
Show response
Campbell emphasized only 2-3% load growth is in the forecast, with robust pipeline providing cushion against any single customer ramp slowdown.
Calendar 2025 Q1
if you could quantify that at all, if there's a sensitivity every 1% of sales growth is X billion dollars of equity or anything along those lines?
Show response
Buckler did not provide specific per-1% sensitivity but said going from 2-3% to 4-5% load growth could reduce equity by hundreds of millions.
does the IRP currently tie into the 2% to 3% prior guidance or could it absorb some of the incremental megawatts that are popping up in the backlog
Show response
Campbell confirmed the 2025 IRP includes both actively building and finalizing agreements customers, with a slide delineating which resources are in the $17.5B plan vs not.
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 |
|---|---|---|
| EVRG Evergy | 5 | 0%none of 5 questions |
- EVRGEvergy · 5 questions0%none of 5 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 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Capital Allocation2
- Cloud & AI1
- Capex Investment1