Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Patrick Sholl
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 2questioned at least once
- Reporting periods
- 8with 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 10 of 10 questions from 2 companies
QNSTQuinStreet, Inc.8 questions · 8 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
could you talk about where performance share within their digital budgets stands currently and where you
Show response
Doug estimated carriers are roughly 20% through the shift to digital and, within digital, to performance.
Calendar 2026 Q1
are those like being impacted at all from the rate environment or the macro, I guess?
Show response
Doug said credit-driven and deposit verticals are healthy, with some source-of-funds hesitancy on rate uncertainty.
Calendar 2025 Q4
just talk about environment for those services right now just in the current macro environment?
Show response
Doug said demand for debt settlement and personal loans is solid while premium credit cards and deposits stay healthy.
Calendar 2025 Q3
have there been any indications in like the current macro environment of any changes in like the monetization
Show response
Doug described a bifurcation, with prime credit card and banking consumers healthy and lower-end consumers pressured.
Calendar 2025 Q2
how that tariffs have been impacting that side of the business going into fiscal 2026.
Show response
Doug said no clients have reduced spend, and cited a study that a 15% tariff would need about a 6% auto rate increase.
Calendar 2025 Q1
I was just wondering how you're seeing any of the tariffs impact that side of the business.
Show response
Doug said no clients cut spend, though some worry tariffs could raise costs in certain pockets.
Calendar 2024 Q4
just to clarify, the 15% growth that you talked about, was that the other financial service verticals?
Show response
Doug clarified the 15% growth was all non-insurance client verticals, including home services.
Calendar 2024 Q3
if there's still sort of some states that are not necessarily appropriately allowing insurance rates
Show response
Doug called California the main outlier on rate adequacy and expected it to resolve only with time.
AMCAMC Entertainment Holdings, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
is that an expectation that you would have going forward? Or is that kind of timing
Show response
Goodman cautioned against reading 2026 CapEx into future years; spend stays disciplined and box-office dependent, decided project by project.
but like a leverage level where you'd be more comfortable with the balance sheet.
Show response
Goodman set a target of around 3x leverage, down from double-digit to under 6.5x now, reached by cutting debt and growing EBITDA.
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 |
|---|---|---|
| QNST QuinStreet, Inc. | 8 | 0%none of 8 questions |
| AMC AMC Entertainment Holdings, Inc. | 2 | —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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 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 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Macroeconomic4
- Credit2
- Trade Tariffs2
- Competitive Dynamics1
- Capex Investment1
- Capital Allocation1
- Revenue Growth1
- Regulation Policy1