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Analyst

Samantha Munoz

Piper Sandler · covers Healthcare

Period: Reporting period mapped to calendar 2025 Q3.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned at least once
Reporting periods
1with 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 2 of 2 questions from 1 company

SYKStryker Corporation2 questions · 1 reporting period · 0 of 2 challenging
SYK company page →

Calendar 2025 Q3

Can you just talk a little bit about what all is driving the strength there? And how durable do you see that growth

Revenue GrowthProduct LaunchTranscript · FY2025 Q3 →
Show response

Jason Beach attributed strength to record Mako installations and business mix including outright purchases. Noted this growth level won't repeat every quarter but expressed satisfaction with the performance.

could you provide a little bit more commentary on the supply chain disruption in the Medical business? It was a little bit weaker than we were expecting

Supply ChainRevenue GrowthTranscript · FY2025 Q3 →
Show response

Jason Beach reiterated supply issues lingering through year-end as previously guided. Confirmed October off to a good start and expects acceleration in Q4 to reach 10% full-year Medical growth.

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.

CompanyQuestionsChallenge rate
SYK Stryker Corporation2—Rate withheld: fewer than 3 questions
  • SYK
    Stryker Corporation · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q320%none of 2 questions1
  1. 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Revenue Growth2
  • Product Launch1
  • Supply Chain1