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Analyst
Nick Cremo
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 2 of 2 questions from 2 companies
CPAYCorpay1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
can you just provide more specific color as to what drove the deceleration in Q1? And just put a finer point as to the drivers for the acceleration
Show response
Alissa attributed Q1 to slight softness, pointed to new sales trends, better retention, and better same-store sales as back-half drivers. Answer lacked specificity on Q1 cause.
JKHYJack Henry & Associates1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
How should we think about growth between the various segments on a relative basis
Show response
Mimi expects core solid, payments at or slightly below bottom end of growth algorithm, and complementary near the higher end (about 8-9%).
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 |
|---|---|---|
| CPAY Corpay | 1 | —Rate withheld: fewer than 3 questions |
| JKHY Jack Henry & Associates | 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Guidance Reliability1
- Demand1