Ryan Tomasello

Real Estate

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

1

Companies

3

Questions

67%

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

Challenge Trend

Q4 '24Q2 '25

Focus Areas6 topics

Competitive Dynamics1Pricing1Revenue Growth1Subscriber Growth1Margin1Capital Allocation1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

CSGPCoStar Group67% challenging3 quarters

2025 Q2

can you say whether or not you've observed any signs of wallet share loss either directly through properties being moved off the platform

ChallengingCompetitive DynamicsPricingView in transcript →

2025 Q1

can you help us understand what's driving the growth decel in the second quarter to 10% and your confidence in the implied acceleration

ChallengingRevenue GrowthSubscriber GrowthView in transcript →

2024 Q4

talk about your approach to managing margins over the coming years, where you think core commercial margins might go

MarginCapital AllocationView in transcript →