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Analyst
Scott Fletcher
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with 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 6 of 6 questions from 1 company
TRIThomson Reuters Corporation6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2025 Q2
I was wondering if you could dig into the margin performance in the quarter and what some of the drivers were there
Show response
Mike attributed Q2 margin to operating leverage, expense timing, and revenue mix. Not raising full year because favorable mix won't continue and timing reverses in H2 including SafeSend integration costs.
can you touch on the expense profile of some of the newer products like -- something like a Deep Research
Show response
Mike confirmed all Deep Research and AI product costs are built into guidance. David noted strong discipline on managing pricing and profitability for new offerings.
Calendar 2025 Q1
if you've seen any changes to buying patterns or willingness to spend or close deals since obviously the trade war heated up
Show response
Steve confirmed no demand changes yet, Mike supplemented that new sales and renewal pipelines remain encouraging with April velocity and average order value consistent.
are there any of the segments be it Legal Tax or Corporate that you think would be more impacted in a scenario where buying does slow down
Show response
Mike identified three areas to watch: transactional revenue (12% of total, 50%+ repeat), Global Print (7%, 45% under multi-year contracts), and Reuters digital advertising/events (1.5% of total).
Calendar 2024 Q4
You're taking the organic growth numbers up a percent in each of the segments. Could you just dig into what's giving you the confidence
Show response
Mike provided detailed color on bookings, Q4 quota performance, customer demand for GenAI products, and 2025 sales/renewal forecasts driving confidence.
has anything changed since we spoke last in terms of what customers are looking for, what they're reacting to positively
Show response
Steve confirmed Westlaw Precision AI ACV above 40%, strong Co-Counsel adoption, but noted broader pace of change management in professional services remains uncertain.
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 |
|---|---|---|
| TRI Thomson Reuters Corporation | 6 | 0%none of 6 questions |
- TRIThomson Reuters Corporation · 6 questions0%none of 6 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Margin2
- Guidance Reliability2
- Cloud & AI2
- Trade Tariffs1
- Macroeconomic1
- Revenue Growth1