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Analyst
Ryan Pfingst
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 21on tracked calls
- Challenge rate
- 0%none of 21 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with 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. See how we grade analysts on earnings-call questions.
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 21 of 21 questions from 2 companies
SMRNuScale Power Corporation11 questions · 7 reporting periods · 0 of 11 challenging
Calendar 2026 Q2
What are some of the long lead items left to achieve on that supply chain?
Show response
Asked by Soundarya Iyer on for Ryan Pfingst. CEO said forgings (in production two years), Framatome fuel, and Paragon safety I&C (ahead of schedule) leave no expected supply-chain problems.
Could that trigger any revenue-generating services in 2026? Or should we think about it in 2027 and beyond?
Show response
Asked by Soundarya Iyer on for Ryan Pfingst. CEO said RoPower revenue is possible next year, but only conditional on getting the contract in place and the customer's timeline.
Calendar 2026 Q1
could you share what the revenue opportunity might look like if RoPower continues to advance?
Show response
COO said Fluor is still defining the next pre-EPC phase scope, so NuScale's subcomponent revenue stream is not yet quantifiable.
Calendar 2025 Q4
Could you talk about the next phase of the RoPower project? What will entail for NuScale in terms of services rendered
Show response
CEO outlined RoPower's move to pre-EPC and expected future revenue but gave no figure, noting NuScale is a subcontractor to Fluor.
update on the status of the material weakness in your financial reporting that you identified last year?
Show response
CFO confirmed the previously disclosed ICFR material weakness was remediated with a clean EY opinion.
Calendar 2025 Q3
what your confidence level that we see a binding agreement with TVA in the near term?
Show response
Hopkins expressed confidence but said there is limited information to share on the contractual details, a partial answer.
Calendar 2025 Q2
the mandates or directions in the executive orders, which are like most beneficial for NuScale specifically?
Show response
Asked which executive-order mandates most benefit NuScale, management pointed to site-specific licensing as the biggest tailwind given NuScale's lead over competitors.
Calendar 2025 Q1
For the 10 customer discussions that you're considering advanced, are those all around U.S. data center
Show response
Hopkins said the advanced discussions span three channels, coal-plant replacement, industrial process heat, and AI/data centers, not just US data centers.
Can you give more detail on what goes into the Class III estimate you expect to deliver to RoPower this fall
Show response
Hopkins explained the Class 3 estimate positions RoPower to understand cost-to-complete ahead of FID, with NuScale acting as subcontractor to prime Fluor.
Calendar 2024 Q4
can you just remind us what the next steps are for the RoPower project and what milestones we should be looking for
Show response
Hopkins said NuScale supports Fluor as a subcontractor; Nuclearelectrica and the Romanian government decide after Q4 2025 whether to proceed to the final construction phase.
some of the items that you and ENTRA1 need to work through with prospective customers
Show response
Hopkins said the gating item is negotiating and finalizing long-term power purchase agreements under the ENTRA1 build-own-transfer model.
OKLOOklo Inc.10 questions · 7 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
I wanted to ask about the Nuclear Life Cycle Innovation Campuses and what that program could do
Show response
Management framed the NLCIC campuses as an underappreciated policy effort building recycling and disposal ecosystems, but spoke in vision terms rather than quantifying capital or resources for the Tennessee fuel center.
Calendar 2026 Q1
curious if you have an update on your fuel procurement strategy for mid-term opportunities like the Ohio plants
Show response
Jake detailed active work with enrichers, government surplus HALEU/plutonium as a bridge fuel, and recycling; a substantive, direct answer covering multiple pathways.
Calendar 2025 Q4
Can you rehash some of the benefits of your design and why Meta might have chosen it?
Show response
CEO cited technical maturity of fast reactors, sodium coolant cost/operating advantages, and strong operational history; CFO added the ROFR and Ohio land access.
Calendar 2025 Q3
curious if your thinking has changed regarding order conversion from pipeline to more of something firm?
Show response
Jake reiterated a deliberate, non-rushed offtake strategy and expects to start converting into structures next year, but gave no firm timing.
change your requirement to submit a [ cola ] with the NRC for that project? Or is that something you still have to do?
Show response
Jake confirmed the COLA is no longer needed under the DOE authorization path; a later NRC combined-license conversion is still expected. Directly answered.
Calendar 2025 Q2
could you give us a sense of potential timing around Eielson project milestones
Show response
Jake said the Air Force wants an NRC license for the plant, detailed site work is expected next summer given Alaska's short construction window, with the DoD retaining optionality.
Calendar 2025 Q1
Can you give us an update on other parts of the supply chain and your confidence in commencing a
Show response
Jake said fuel is the main constraint while most other components leverage existing non-nuclear supply chains, with long-lead items on ~18-month windows.
Can you talk about the regulatory authority for nuclear power that the DOD has today
Show response
Jake confirmed the DOD has regulatory authority and appetite to provide an alternate path, but acknowledged its infrastructure for this use case hasn't been exercised in a while.
Calendar 2024 Q4
was the decision to go from 50 megawatts to 75 driven by customers you already have in your pipeline
Show response
Management answered directly, framing the upsize as customer-informed and matching the data-hall power range, with modest economic benefits.
Now that you have a pipeline of 14 gigawatts, do other potential customers see that
Show response
Management argued a scarcity effect accelerates rather than deters interest, saying more begets more.
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 |
|---|---|---|
| SMR NuScale Power Corporation | 11 | 0%none of 11 questions |
| OKLO Oklo Inc. | 10 | 0%none of 10 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 | 4 | 0%none of 4 questions | 2 |
| 2025 Q1 | 4 | 0%none of 4 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand7
- Regulation Policy5
- Revenue Growth4
- Competitive Dynamics4
- Supply Chain3
- Geographic Expansion2
- Guidance Reliability2
- Capital Allocation1
- Innovation & R&D1
- Product Launch1
Show all 11 topics
- Capex Investment1