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Analyst
Saul Hadassin
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with 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 1 company
RMDResMed5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
should we expect a new platform come to market in the next year or so?
Show response
Mick declined to comment on any AirSense 12 timing, but pointed to remaining AirSense 11 runway (China launch, AirCurve 11 rollouts) and rising R&D investment.
Calendar 2025 Q3
how do you see product manufacturing evolving in the U.S. as it relates to being able to develop all products, CPAPs, masks
Show response
Mick confirmed plans for Made in America device manufacturing capability beyond current motors and masks. Indianapolis distribution center will get 90% of customers within 2 business days. Over 50-60% of global volume already comes from US.
Calendar 2025 Q2
just wondering if you can go into a bit of detail as to how much you think that is share gains versus just stronger growth in ReSupply
Show response
Mick credited AirTouch N30i fabric technology and AirFit F40 for competitive share gains, plus improved ReSupply frequency and contact through Brightree and myAir. Market growth high single digits with ResMed ahead.
Calendar 2025 Q1
just wondering why your gross margin is not gonna actually be materially higher in Q4 just based on those FX rates
Show response
Brett acknowledged FX tailwind from euro and weaker AUD, conceded bias is to the upside of Q3's 59.9% margin in Q4.
Calendar 2024 Q3
on working capital, it looked like it was a bit of a headwind this quarter as it related to your operating cash flow
Show response
Brett explained inventory increase is deliberate, rebalancing from air to sea freight to reduce costs, expects stabilization after Q2.
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 |
|---|---|---|
| RMD ResMed | 5 | 0%none of 5 questions |
- RMDResMed · 5 questions0%none of 5 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q4No questions recorded
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Supply Chain2
- Innovation & R&D1
- Product Launch1
- Trade Tariffs1
- Revenue Growth1
- Competitive Dynamics1
- Margin1
- Fx1
- Capital Allocation1