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Analyst
Sam Feldman
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 5 of 5 questions from 3 companies
SWKSSkyworks Solutions3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
can you give us a sense of the magnitude and direction of the Android business this quarter and generally discuss the puts and takes of achieving $400 million run rate?
Show response
Raji confirmed Android was up sequentially from just under $100M level, primarily Google-driven. Expected to increase again in December quarter. Did not address $400M run rate question directly.
Calendar 2025 Q2
you indicated Android revenues were flat on a sequential basis in March quarter at around $70 million. How should we think about your Android business in this quarter relative to last quarter?
Show response
Raji confirmed Android revenue just under $100M in June quarter, up significantly from $70M in March. Growth primarily from Google ramp with continued growth expected into September quarter.
is there any way to discern between demand pulling ahead of tariffs versus improved demand? And what inventory levels are you seeing at your end customers
Show response
Phil noted inventories are at very lean levels. Acknowledged difficulty distinguishing tariff pull-forward from genuine demand. Current guidance reflects the tariff environment as understood.
ALABAstera Labs, Inc. Common Stock1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
do you believe customers view XPO as a viable option to extending pluggable optics?
Show response
Management said it will support XPO where customers want it, but current focus is NPO and CPO.
CSCOCisco Systems, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
can you comment on why the fiscal '26 AI orders were so conservative?
Show response
Chuck attributed the upside to more design wins than expected and hyperscalers moving faster once they gain confidence in Cisco products and roadmap.
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 |
|---|---|---|
| SWKS Skyworks Solutions | 3 | 0%none of 3 questions |
| ALAB Astera Labs, Inc. Common Stock | 1 | —Rate withheld: fewer than 3 questions |
| CSCO Cisco Systems, 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 |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Revenue Growth2
- Cloud & AI1
- Innovation & R&D1
- Competitive Dynamics1
- Trade Tariffs1
- Inventory1