Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Robbie Bamberger
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 67%2 of 3 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 3 of 3 questions from 3 companies
COINCoinbase Global1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q4
Was the Coinbase issue just a tech mishap and not a more severe issue? Does the amount of leverage in the crypto ecosystem increase the risk that we may be more prone to customer freezes
Show response
Alesia confirmed it was a technical issue unrelated to volume or market conditions, now resolved. Derivatives and equities trading were unaffected. Noted significant platform investments to mitigate volume-related outages.
TEMTempus AI, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what attach rate is then embedded in your guidance here?
Show response
Jim said the algorithm attach rate rose to 45% from 40% in Q1 on a broad-based basis, that the algorithms are largely unpaid so there is no direct revenue impact in guidance, and that they help drive the core volume growth that accelerated to 31%.
XYZBlock, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
Cash App MAUs have been flattish at around 57 million the last several quarters. I guess, what would it take for these to start growing again?
Show response
Amrita explained MAU flatness is deliberate as they progressed actives through identity verification. Expects actives growth to be relatively flat YoY in 2025 with growth driven by inflows per active and monetization.
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 |
|---|---|---|
| COIN Coinbase Global | 1 | —Rate withheld: fewer than 3 questions |
| TEM Tempus AI, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| XYZ Block, Inc. | 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 | 100%1 of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Innovation & R&D1
- Demand1
- Subscriber Growth1