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Analyst
Quinn Bolton
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 85on tracked calls
- Challenge rate
- 8%7 of 85 questions
- Companies
- 12questioned at least once
- Reporting periods
- 9with 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 85 of 85 questions from 12 companies
MPWRMonolithic Power Systems14 questions · 7 reporting periods · 2 of 14 challenging
Calendar 2026 Q2
Can you give us some sense what the geographic split of that capacity is? Is it fairly balanced between China?
Show response
Described the approach as balanced across front end and back end but said the final percentage split is difficult to call now.
Can you just sort of discuss what you are seeing on the competitive landscape Is competition mostly PMICs?
Show response
Management asserted power density leadership and room to gain share but explicitly declined to quote a share percentage.
Calendar 2026 Q1
you guys have been sampling your products for 800 or plus/minus 400 volts for a few quarters now. Wondering if you could provide any feedback on how that activity is going
Show response
Michael confirmed 800V SiC products working and being co-developed with customers. GaN development started for lower voltage/power. Also exploring 10,000V for future data centers.
do you think the comms segment could actually grow as fast, if not faster, than enterprise data this year given those trends
Show response
Michael deflected on specific comms vs ED comparison. Tony noted ordering patterns extend through the year, putting comms above corporate average growth.
Calendar 2025 Q4
Is there a preference for GaN or silicon carbide? Do you think there'll be a mix of compound semiconductor solutions
Show response
Michael revealed MPS now developing its own GaN devices in addition to silicon carbide. Revenue from 800V solutions not expected until late 2027 at earliest.
do you guys think that you're gaining shares if you look into 2026? Broadly in the AI power segment?
Show response
Michael refused to compare with competitors, insisting MPS lets numbers speak for themselves. Tony noted great products and broad engagement across customers.
Calendar 2025 Q3
do you think they sort of stay in this mid 55%, 55.5% range
Show response
Bernie tied margin expansion to backlog elongation. Until demand profile changes to build longer backlog, margins stay steady at mid-55% plus/minus 20-30bps.
have you started to see any change in customer lead times? Are they giving you better forecasts across the enterprise data segment?
Show response
Bernie noted layering of customers improves predictability but overall market remains very dynamic. No recent sustainable trends in pricing one way or the other.
Calendar 2025 Q2
do you tend to see sole source sockets for a given generation of an ASIC
Show response
Michael revealed sourcing varies by customer. MPS provides both chip and module solutions. Each customer has their own selection criteria.
Wondering to the extent that those ramp, does that drive growth half over half in the automotive business?
Show response
Bernie described auto as mid-year flattening then picking up in Q3/Q4 as new content comes online. Tony highlighted 48V and zonal opportunities continuing into 2026.
Calendar 2025 Q1
Is that just sort of mix shift within the product groups? Are you starting to see either tariff costs and/or pricing pressure?
Show response
Bernie attributed the 20bps Q2 gross margin decline to conservative mix assumptions rather than any specific tariff or pricing event.
Wondering if you might be able to sort of tighten up that range on enterprise data
Show response
Michael declined to narrow the range or address specific customer platform changes, citing broad product portfolio and recently completed qualifications.
Calendar 2024 Q4
what sort of revenue pattern would you expect, you know, through 2025? Is the first half, you know, slower, the second half materially stronger?
Show response
Bernie confirmed enterprise data flattish for the year with back-half weighting, providing a directional framework while noting quarterly timing uncertainty.
do you see, you know, as you mix the customer, you ramp some of the new hyperscaler designs, do you think the blended ASP trends in that business
Show response
Michael firmly stated MPS will not compromise on margin models and only takes business that fits their profitability requirements.
CRDOCredo Technology Group Holding Ltd12 questions · 8 reporting periods · 2 of 12 challenging
Calendar 2026 Q3
more color on the importance of Credo joining the OpenCPX consortium
Show response
Bill directly explained Credo's agnostic NPO/CPX approach: lead with the silicon-photonics PIC and pursue the complete optical engine over time.
Calendar 2026 Q2
Do you guys expect any meaningful revenue in fiscal 27 from scale up? Or do you expect the vast, vast majority
Show response
CEO said there is scale-up revenue in FY27 but only the beginning; FY28 is more substantial, and it varies by each customer's architecture.
Calendar 2026 Q1
are you buying that just to kind of enhance the IC product that you've done historically?
Show response
Bill confirmed both, Chimera (an IP partner since 2022) strengthens system-level connectivity and opens the door to moving up the stack.
your Blue Heron DSP for scale up AEC connections, are you seeing interest in that?
Show response
Bill said scale-up is small today with no revenue yet, but Blue Heron (a 200 gig per lane retimer, first customer upscale AI) positions Credo as that opportunity develops.
Calendar 2025 Q4
How are you feeling about AEC supply? Are there any constraints you're working through?
Show response
Bill said Credo's 12-nanometer workhorse node and foundries prioritizing small connectivity die ease wafer risk, and he sees no concern with AEC production quantity.
it still feels like the vast majority of your AEC business is at 50 gig per lane
Show response
Bill confirmed production across 25, 50 and 100 gig per lane, said 100-gig is among the fastest-growing, and expects ASP uplift as the market migrates to faster speeds.
Calendar 2025 Q3
is there anything you can say about whether you've granted licenses that could generate royalties going forward
Show response
Asked whether the Amphenol and Volex patent settlements granted royalty-bearing licenses and how they affect competition; Brennan kept comments high level, saying the AEC market is large enough for multiple winners.
that fourth hyperscaler that first program, is that rack to rack or is that intra rack
Show response
Asked whether the fourth hyperscaler's first program is rack-to-rack or intra-rack; Brennan declined to specify the application but said it is not a single-rack architecture.
Calendar 2025 Q2
wondering if tariff risks and tariff costs are having any impact on that gross margin in the July quarter?
Show response
Fleming ruled out material tariff pressure on margin; Brennan added Credo could shift geographic production within months if needed.
Calendar 2025 Q1
what gives you the confidence that the surge you've seen here in January and April may not just be
Show response
Bill cited 12-month customer forecasts and staged multi-customer deployments as reasons an air pocket is unlikely, expecting the lead customer above a $100 million run rate in fiscal '26.
Calendar 2024 Q4
is it mostly driven by just - you guys are seeing an acceleration in the number of GPUs or XPUs deployed?
Show response
Bill said the near-term second-half growth is primarily the sheer number of GPUs being deployed on architectures decided several quarters ago.
Can you give us some sense as to the number of AECs that ship sort of per NIC card or per accelerator
Show response
Bill declined a specific attach ratio but pointed to a rising AECs-per-GPU trend and strong design and qualification activity across customers.
ONON Semiconductor10 questions · 6 reporting periods · 1 of 10 challenging
Calendar 2026 Q2
is it going to be significantly higher than the previous $500 million target you talked about last quarter?
Show response
Hassane declined to give a specific AI data center number beyond 'more than double,' citing sustained not quarterly strength and the 800-volt DC transition ahead.
Calendar 2026 Q1
how should we think about the biggest incremental content opportunities for ON Semiconductor Corporation? Is the larger dollar opportunity still outside and at the rack, or is the VCORE point-of-lo...
Show response
El-Khoury said more incremental dollars from rack to grid including solid-state transformers. But inside the rack, content goes from $9,500 at 120kW to $115,000 at 800V, almost 10x. Both directions are growth vectors.
how much of the improvement are you seeing is true unit demand normalization versus content growth from things like image sensors and zonal architectures?
Show response
El-Khoury said ON is more leveraged to content than SAAR. China Q1 auto revenue grew YoY despite 6% market decline, proof of content story. 10BASE-T1S for zonal is net new content. Geographically: China strongest, then North America, Europe going sideways.
Calendar 2025 Q4
do most of those target sort of mid or low voltage applications in the data center? Does it target, you know, products across all three of the target end markets?
Show response
El-Khoury said 40V to 1200V range targeting data center, automotive, and industrial. Includes traction vGaN with GM collaboration. Broad range across end markets.
is the first quarter really the benefit you saw in that utilization in Q3? Or is it more product mix and other factors?
Show response
Trent said combination of utilization flow-through, mix, and FabRight cost benefits. About two-quarter lag on utilization. Q4 step-down offset by cost actions so no Q2 headwind.
Calendar 2025 Q3
if you could give us a little bit more detail on the Vcore Power, exactly what comes into the business with that acquisition.
Show response
El-Khoury said Vcore provides near-term products with revenue in 2026 and long-term architectural advantage once integrated into Treo. Taking Aura products to market immediately, then redesigning on Treo.
Can you just address how do you feel the vertical GaN technology compares with lateral GaN on reliability?
Show response
El-Khoury said vGaN is superior on reliability and die size competitiveness at high voltage. Current flows vertically allowing higher voltage without larger die. Sampling with lead customers in auto and AI.
Calendar 2025 Q2
it kind of implies you need to get to 98% utilization to get that full 900 basis points
Show response
Trent clarified full utilization now ~92% post-impairment. 25-30bps per point gets ~700bps, plus 200bps Fab Right initiatives = 900bps total recovery.
is that sort of about a year-long qualification timing? Do you think you could ramp faster?
Show response
El-Khoury said standard 12-18 month qual cycle for SPS. Tied to XPU road maps. Already in production on single SPS. Declined to comment on specific customer timelines.
Calendar 2025 Q1
Post the fab capacity actions you've taken, are there new metrics you can give us sort of just to help level set as demand recovers
Show response
Trent confirmed 25-30bps per utilization point from current 60%. The 900bps underabsorption implies full utilization would recover that amount. Standard margin ~46.5% at midpoint.
IONQIonQ, Inc.9 questions · 6 reporting periods · 0 of 9 challenging
Calendar 2026 Q1
Can you just talk about some of the solutions you've been bundling for customers
Show response
Associate Shadi Mitwalli asked this on for Quinn Bolton (Needham); attributed to the covering analyst per the on-for convention. Singh said bundling happens both ways, with customers starting from computing, networking, or security and expanding via the multiproduct network effect.
Calendar 2025 Q4
how much it cost to make a system today and how you expect that cost trajectory to evolve
Show response
Associate Shadi Mitwalli asked this on for Quinn Bolton (Needham); attributed to the covering analyst per the on-for convention. de Masi cited a sub-$30 million 2025 BOM at full scale and said Electronic Qubit Control keeps COGS roughly flat as qubit count grows.
Calendar 2025 Q3
how are you feeling about that down selection process and your level of confidence going into that process.
Show response
Kassmann said both IonQ and Oxford received positive DARPA feedback but couldn't comment until DARPA announces Stage B performers.
can you give us some sense how much of that came from the core quantum computing business?
Show response
Singh emphasized integrated solutions and recurring/subscription revenue without breaking out the product-line mix.
Calendar 2025 Q2
can you just sort of address how are you feeling about progressing from Stage A to Stage B in QBI?
Show response
de Masi said both IonQ and Oxford Ionics are in QBI, giving two shots on goal until the deal closes into one roadmap.
how much revenue are you starting to generate from the non-quantum computing efforts in the business?
Show response
de Masi attributed the beat to two accelerated existing-customer projects but did not break out networking versus computing revenue.
Calendar 2025 Q1
just curious if there was any other technology or IP that drove the acquisition
Show response
Associate Shadi Mitwalli asked this on for Quinn Bolton (Needham); attributed to the covering analyst per the on-for convention. Chapman said quantum memory also aids distributed quantum computing, improving connectivity throughput and error rates.
just curious, if IonQ can quantify the number of quantum networks it currently has
Show response
Associate Shadi Mitwalli asked this on for Quinn Bolton (Needham); attributed to the covering analyst per the on-for convention. Shapiro said four commercial quantum networks span Defense, energy/enterprise (EPB), and telecom (SK Telecom, Singtel).
Calendar 2024 Q4
Can you guys give some of the puts and takes for the revenue guidance, especially with Q1 guidance in mind?
Show response
Asked by an associate (Shadi Mitwalli) on for Quinn Bolton. Management confirmed back-half weighting and seasonally soft Q1, citing a strong pipeline and a fuller set of products to sell.
MCHPMicrochip Technology7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
Do you think that's just a function of you're early in the auto cycle coming off a pretty steep bottom?
Show response
Steve attributed outsized auto growth to a deeper prior downturn and share gains over the past two years.
How should we think about those underutilization charges kind of decreasing over time?
Show response
Steve explained that improving utilization offsets one-time benefits rolling off, keeping gross margin in the guided range rather than pushing it higher.
Calendar 2026 Q1
are you assuming some level of restocking, or do you think that restocking happens later in the calendar year?
Show response
Eric confirmed some June-quarter restocking is assumed but said distribution days won't necessarily rise; distributors must grow inventory dollars to hold MOI flat as sell-through grows.
any tightness on either OSAT or substrates, especially as you think about the PCIe and the memory and storage controller business?
Show response
Steve confirmed substrates are very tight and impacting data center, connectivity, networking, and automotive, with non-supported dollar volume up but not at crisis level.
Calendar 2025 Q2
Can you give us some sense what total charges for underutilization and write-offs you're assuming in that 55% to 57% range
Show response
Eric declined to break out specific charge amounts but expects both underutilization and inventory write-offs to be lower. Write-off forecasting is complicated as it involves hundreds of thousands of SKUs evaluated individually.
How much of that is sort of substrate or packaging related versus wafer related
Show response
Rich confirmed lead time pressure is predominantly back-end (substrates and packages), not front-end wafers. Still have ample die inventory. Only a handful of external foundry nodes are spotty.
Calendar 2025 Q1
Is that where you could see the incremental margin that you talked about being 85% in the June quarter? Is that where it could start to tick even higher
Show response
Steve described multiple tailwinds (declining write-offs, improving utilization) but said roughly 85% incremental margin can be sustained for a few quarters.
RGTIRigetti Computing, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
So can you just talk about what Rigetti would need to approve to unlock all of the funding?
Show response
Shadi Mawali (on for Quinn Bolton) asked what Rigetti must approve to unlock the full funding; management said the $100M Commerce agreement is not yet definitive and milestones to unlock funding are still being defined.
Calendar 2026 Q1
How long does that take to get into process? It sounds like you're targeting at 99.9%.
Show response
Management said the 108Q is slower and lower-fidelity than the prototype; the adiabatic CZ gate rolls in over the next couple of years.
Calendar 2025 Q4
Are you guys already at the 99.5%, meeting 2-qubit gate fidelity in the lab
Show response
Management said parts of the grid already exceed 99.5% but the full-grid median is not there yet, hence the deployment delay.
Calendar 2025 Q3
is this still going to be a chiplet-based approach? Is it going to be on 9 -- sorry, 9 qubit tiles?
Show response
Management said 150 qubits stays on 9-qubit chiplets while 1,000 qubits would use 36-qubit chiplets by end 2027.
Calendar 2025 Q2
when do you start to see a trade-off between the number of chiplets versus the number of qubits on a given chiplet?
Show response
Management said it keeps 9-qubit chiplets through the 100-plus milestone before moving to larger tiles for 1,000 qubits.
Calendar 2025 Q1
Would you expect the 36-qubit QPU to also carry lower gross margins or could that be revenue that comes in at better
Show response
Management said NQCC margins are structurally lower due to a UK cost-sharing model but strategically important.
Calendar 2024 Q4
Can you guys discuss if the sale to MSU was a competitive process?
Show response
Asked by an associate (Shadi Mitwalli) on for Quinn Bolton. Management framed the MSU sale as a research testbed for fundamentals but did not directly confirm a competitive process.
Show 6 more companies
ALABAstera Labs, Inc. Common Stock6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q1
Is there a way we can think about how that opportunity or how to size that opportunity?
Show response
Management said it is early to size but KV Cache is significant, with controllers commanding meaningful ASP relative to memory cost.
Calendar 2025 Q4
Can you maybe discuss how qualification for your 800 gig AECs are progressing?
Show response
Management said 800 gig is broad-based across multiple customers, with Astera entering as volumes expand per its module business model.
Calendar 2025 Q3
is that something you look to develop in-house? Would that be sort of an acquisition that you would look to pursue
Show response
Management said Xscale solves packaging and photonics, they build electrical IC in-house, and remain open to third-party photonics.
Calendar 2025 Q2
which seems like it significantly reduces the latency problems that traditionally Ethernet has had
Show response
Management argued end-to-end latency and bandwidth efficiency favor UALink and PCIe, and emphasized UALink's open ecosystem versus SUE.
Calendar 2025 Q1
As that starts to enter production late this year with higher dollar content per accelerator
Show response
Management expects X-Series to ramp through 2026 and become the single largest product line in the 2026-2027 timeframe.
Calendar 2024 Q4
sort of more inferencing clusters sort of smaller size. Is that a positive or a negative for the connectivity TAMs?
Show response
Management said the business benefits from both training and inference as compute moves to rack-level units.
SMCISupermicro6 questions · 3 reporting periods · 2 of 6 challenging
Calendar 2025 Q4
do you expect revenue to diversify significantly? Or do you think that, that large customer continues to be pretty concentrated
Show response
Charles indicated the forecast shows increasing diversification over the next couple of quarters but acknowledged customer schedules can shift unpredictably.
have you guys started to get orders for those systems for delivery in the second half
Show response
Charles confirmed customer engagement and some commitments for Vera Rubin and Helios but delivery timing depends on partner readiness.
Calendar 2024 Q4
Do you guys have a forecast from NVIDIA? You know when you think you're going to start to see you know supply the GPU
Show response
Charles confirmed they have some allocation volume but demand is far larger. Waiting for more allocation from NVIDIA.
can you spend a second on whether you think a shift towards inferencing is positive for the business
Show response
Charles argued inferencing broadens the buyer base from hundreds to thousands of companies, expanding Supermicro's addressable market.
Calendar 2024 Q3
you're building backlog for either the NVL rack or the Blackwell B200 systems? So you see a nice building backlog for those systems
Show response
Charles indicated proof-of-concept activity is underway but did not directly confirm backlog levels. Emphasized solution readiness.
To the extent that you don't hit that date, what happens? Do you just have to go renegotiate new credit agreements
Show response
David referred to 8-K filings and expressed confidence in bank relationships. Said they are not concerned about capital market access.
MRVLMarvell Technology5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q3
is custom the fastest-growing segment within data center that drives that lower margin?
Show response
CFO Dan Durn confirmed the strong custom ramp is the primary mix driver of the Q3 gross margin step-down, with Q4 margins in the same target range as Q3 and FY28 gross margins expected in a similar range, while operating margin enters the 38-40% target range exiting this year.
Calendar 2025 Q3
can you give us a sense when Marvell may have its first products ramping to revenue? Is that a calendar '26 event
Show response
Bharathi confirmed UALink and Ethernet scale-up switch product introductions within 2 years. AEC already shipping in near term. Murphy emphasized scale-up combines switching IP, SerDes, and XPU ecosystem knowledge.
A few of your peers have started to note that I believe 3 hyperscalers are beginning to ramp LPO modules
Show response
Murphy confirmed LPO is niche, smaller scale relative to DSP pluggables. Marvell participating with active wins and going to production. Vast majority remains and will remain pluggable-based for foreseeable future.
Calendar 2025 Q2
whether these ASIC programs could potentially be dual-sourced. I think towards the end of your answer, you said that there could be multiple paths
Show response
Murphy acknowledged multiple paths possible given volumes but emphasized confidence in Marvell's revenue continuity and ramp execution. Declined to comment on specific contractual protections.
is NVIDIA sort of open up their NDLink and you design your SerDes to be compatible with that and you offer that out as an IP block
Show response
Murphy explained NVLink Fusion as a chiplet approach: Marvell designs XPU with IO chiplets interfacing to NVLink chiplet for scale-up network. Already receiving strong customer interest.
QBTSD-Wave Quantum Inc.5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
what's driving your confidence in being able to secure 2 to 3 system sales a year?
Show response
Shaw stood in for Quinn Bolton. Baratz cited a much larger pipeline and multiple deals in negotiation, expressing high confidence in 2-3 sales and at least 2 deliveries in 2026.
Calendar 2025 Q4
can you give us any sort of points as to how much OpEx you would expect to incur for the year now that the QCI acquisition is closed?
Show response
Markovich confirmed the ~15% sequential OpEx growth already includes Quantum Circuits, covering R&D expansion, fabrication and some capex.
Calendar 2025 Q3
can you just sort of talk to the extent that they want to make that purchase, how would that work?
Show response
Baratz declined the purchase mechanics but said a full purchase carries a premium over the half-capacity EUR 10M price because title passes.
Calendar 2025 Q1
did the system sale price you recognize, did that include the upgrade option?
Show response
Baratz clarified the Julich system is an Advantage unit with an Advantage2 upgrade option still to be performed; Davidson is a native Advantage2 system.
Calendar 2024 Q4
Was there a meaningful increase in bookings related to non-system sales in the fourth quarter
Show response
Markovich said Q4 QCaaS bookings were incrementally higher than Q3; upgrade and maintenance components of the Jülich booking recognize beyond Q1.
MUMicron Technology, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
I think you said that NAND would account for most of the sequential decline. I mean if that's right, it could be down 30% plus
Show response
Murphy confirmed NAND accounts for the majority of sequential revenue decline without disputing the 30%+ implication.
Can you give us any sense on, are you looking to reduce a week or two weeks in -- through the spring?
Show response
Murphy confirmed DIO was below 150 days in Q1 but will rise in Q2 on volume declines, with both DRAM and NAND inventories drawing down through the year. Did not quantify weeks of customer inventory remaining.
NXPINXP Semiconductors2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
How much of that is just broad-based industrial end market recovery versus your company-specific growth drivers?
Show response
Rafael confirmed broad-based strength: new industrial processing drove half the growth, while core business grew 15% YoY. Bill quantified secular drivers at ~37% of IIoT growing 40-50%.
how quickly do you get that benefit? Does it -- can you see it all in 1 year? Or does it take several years
Show response
Bill explained full benefit comes when factory runs at 90-95% utilization. Partial benefit in 2028, full amount depends on ramp timing.
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 |
|---|---|---|
| MPWR Monolithic Power Systems | 14 | 14%2 of 14 questions |
| CRDO Credo Technology Group Holding Ltd | 12 | 17%2 of 12 questions |
| ON ON Semiconductor | 10 | 10%1 of 10 questions |
| IONQ IonQ, Inc. | 9 | 0%none of 9 questions |
| MCHP Microchip Technology | 7 | 0%none of 7 questions |
| RGTI Rigetti Computing, Inc. | 7 | 0%none of 7 questions |
| ALAB Astera Labs, Inc. Common Stock | 6 | 0%none of 6 questions |
| SMCI Supermicro | 6 | 33%2 of 6 questions |
| MRVL Marvell Technology | 5 | 0%none of 5 questions |
| QBTS D-Wave Quantum Inc. | 5 | 0%none of 5 questions |
- MPWRMonolithic Power Systems · 14 questions14%2 of 14 questions
- CRDOCredo Technology Group Holding Ltd · 12 questions17%2 of 12 questions
- ONON Semiconductor · 10 questions10%1 of 10 questions
- IONQIonQ, Inc. · 9 questions0%none of 9 questions
- MCHPMicrochip Technology · 7 questions0%none of 7 questions
- RGTIRigetti Computing, Inc. · 7 questions0%none of 7 questions
- ALABAstera Labs, Inc. Common Stock · 6 questions0%none of 6 questions
- SMCISupermicro · 6 questions33%2 of 6 questions
- MRVLMarvell Technology · 5 questions0%none of 5 questions
- QBTSD-Wave Quantum Inc. · 5 questions0%none of 5 questions
Show all 12 companies
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 | 2 | 50%1 of 2 questions | 1 |
| 2024 Q4 | 12 | 0%none of 12 questions | 8 |
| 2025 Q1 | 10 | 20%2 of 10 questions | 8 |
| 2025 Q2 | 13 | 8%1 of 13 questions | 8 |
| 2025 Q3 | 13 | 8%1 of 13 questions | 8 |
| 2025 Q4 | 12 | 17%2 of 12 questions | 8 |
| 2026 Q1 | 14 | 0%none of 14 questions | 9 |
| 2026 Q2 | 7 | 0%none of 7 questions | 5 |
| 2026 Q3 | 2 | 0%none of 2 questions | 2 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2024 Q412 questions · challenge rate 0% (none of 12 questions) · 8 companies
- 2025 Q110 questions · challenge rate 20% (2 of 10 questions) · 8 companies
- 2025 Q213 questions · challenge rate 8% (1 of 13 questions) · 8 companies
- 2025 Q313 questions · challenge rate 8% (1 of 13 questions) · 8 companies
- 2025 Q412 questions · challenge rate 17% (2 of 12 questions) · 8 companies
- 2026 Q114 questions · challenge rate 0% (none of 14 questions) · 9 companies
- 2026 Q27 questions · challenge rate 0% (none of 7 questions) · 5 companies
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand28
- Innovation & R&D21
- Revenue Growth18
- Product Launch18
- Margin14
- Cloud & AI14
- Competitive Dynamics11
- Inventory5
- Supply Chain5
- M&A5
Show all 17 topics
- Capex Investment5
- Cost Pressure4
- Pricing4
- Regulation Policy2
- Capital Allocation2
- Trade Tariffs1
- Guidance Reliability1