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Analyst
Nick Jones
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 4with 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 4 companies
EBAYeBay2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
can you speak to maybe your appetite kind of for M&A or buy versus build
Show response
Jamie cited examples across all three modes: PSA partnership in collectibles, TCGplayer/Golden acquisitions, Certilogo acquisition for fashion authentication, and internal magical listing build.
Calendar 2024 Q4
how are you thinking about eBay's position in a world where kind of wallet shares kind of consolidating
Show response
Jamie framed eBay's strategy around non-new in-season inventory growing faster than new in-season, with focus categories growing at ecommerce rates and gaining share.
ABNBAirbnb1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Can you kind of talk about booking patterns? Do you feel kind of a lot of the bookings are done so far?
Show response
Ellie said the World Cup is the largest event in Airbnb history. Many bookings come close to game dates. Paris retained over half of event-specific supply 6 months post-event.
CSGPCoStar Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
are token costs something we should be thinking about as you try to drive more and more engagement
Show response
Both CEO and CFO answered directly: AI cost savings exceed token cost increases and 2026 token spend is running below budget.
SHOPShopify1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
How are the AI investments in terms of kind of creating structural advantages versus maybe keeping up with table stakes that we're hearing across maybe other platforms
Show response
Harley positioned AI as structural advantage citing 300+ features shipped last year with flat headcount. Described internal AI coding partner 'River' built into Slack.
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 |
|---|---|---|
| EBAY eBay | 2 | —Rate withheld: fewer than 3 questions |
| ABNB Airbnb | 1 | —Rate withheld: fewer than 3 questions |
| CSGP CoStar Group | 1 | —Rate withheld: fewer than 3 questions |
| SHOP Shopify | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Cloud & AI2
- Demand2
- Cost Pressure1
- Innovation & R&D1
- Geographic Expansion1
- M&A1