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Analyst
Phillips Johnston
Period: Reporting period mapped to calendar 2025 Q2.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 1with 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 1 company
EXEExpand Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
I wanted to get a sense of whether or not you guys would consider Canada as an area to expand your footprint?
Show response
Nick acknowledged attention to Canadian resource opportunity but said nonnegotiables make it unclear that expanding into Canada would improve the business. Not in near-term plans.
At these new faster drilling speeds, can you just give us a general sense of how much your well costs have fallen in all 3 areas
Show response
Josh detailed approximately $1,200 per foot for Haynesville formation wells and just under $1,500 per foot for Bossier. Appalachia costs within about 5% of guidance with less dramatic improvement since merger synergies are concentrated in Haynesville.
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 |
|---|---|---|
| EXE Expand Energy | 2 | —Rate withheld: fewer than 3 questions |
- EXEExpand Energy · 2 questions—rate withheld: under 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 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A1
- Geographic Expansion1
- Cost Pressure1
- Capex Investment1