Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Ryan Lantz (Morgan Stanley) — Tellvest

Ryan Lantz

Communication ServicesTechnology

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '25Q2 '26

Focus Areas6 topics

Geographic Expansion1Capex Investment1Guidance Reliability1Pricing1Innovation & R&D1Cloud & AI1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

NBISNebius Group N.V.1 quarter

2026 Q2

With the Vineland, New Jersey data center site hearing adjourning without a vote, can we just get an update on the site? How is capacity tracking and with no vote taking place yet, how could this i...

Geographic ExpansionCapex InvestmentView in transcript →

Dado, you said you could sell your entire 2027 capacity today. How should investors frame 2027 across capacity, pricing and revenue? And will you -- when will you formalize an outlook?

Guidance ReliabilityPricingView in transcript →

NOWServiceNow1 quarter

2025 Q3

I'm just curious if there's any updates around MoveWorks and if there are any changes in how you're thinking about that process closing?

Innovation & R&DCloud & AIView in transcript →