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Analyst
Pierre Ferragu
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 3).
- Questions
- 7on tracked calls
- Challenge rate
- 14%1 of 7 questionsLimited sample
- Companies
- 3questioned 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 7 of 7 questions from 3 companies
TSLATesla, Inc.5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2026 Q1
it sounds like most drivers in North America who have Hardware 4 would already be using FSD. Is that the right way to think about it
Show response
Ashok confirmed Pierre's framing that most North American Hardware 4 owners are using FSD. Subscriber churn declining and drive duration increasing, indicating product satisfaction improving alongside adoption growth.
I was wondering if you can share with us anything about how the system to intelligence is going to be implemented
Show response
Elon explained Optimus will have substantial local intelligence for autonomous operation without connectivity, with Grok serving as orchestration AI and voice interface. Robot could work several hours without management oversight.
Calendar 2025 Q1
why are there so many people still buying BMWs and Mercedes
Show response
Musk deflected to a flip-phone-vs-iPhone analogy rather than address why Tesla's share of the premium ICE segment has plateaued.
Calendar 2024 Q4
I have a Tesla, I have a FSD, and I have to keep my eyes on the road all the time
Show response
Musk said the capability is very close (low single-digit months) but Tesla wants to prove safety exceeds human driving first.
I have a question on deploying like robotaxis in June in Austin
Show response
Musk clarified the June Austin launch uses Tesla's own fleet; customer add-to-fleet capability is targeted for 2026.
CSCOCisco Systems, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
what can you tell us about a typical use case where you make a difference where really you beat your main competition
Show response
Robbins cited world-leading optics, silicon programmability, power efficiency, and customer desire for silicon diversity. Enterprise positioning is as the networking standard partnered with NVIDIA.
NVDANVIDIA Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
how much of the compute goes into each of these buckets? How much for the pre-training, how much for the reinforcement
Show response
Jensen said the majority is currently in pre-training but did not give specific percentages. Expected all three scaling vectors to continue growing, with multimodal models requiring massive video training data.
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 |
|---|---|---|
| TSLA Tesla, Inc. | 5 | 20%1 of 5 questions |
| CSCO Cisco Systems, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| NVDA NVIDIA Corporation | 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 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 1 | 100%1 of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI4
- Innovation & R&D3
- Competitive Dynamics2
- Product Launch2
- Subscriber Growth1
- Demand1
- Regulation Policy1