Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Shadi Mitwalli
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 2 companies
SMCISupermicro2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
I was just wondering if we can get some more color here on the timing and maybe just the overall impact of these new facilities would have
Show response
Charles described Q2 as a heavy investment quarter for facility establishment. Going forward, the capacity foundation is in place for larger scale operations.
I was just curious if we can get some more color on this program? And maybe what led to the creation of it
Show response
Charles positioned the federal program as natural for a Silicon Valley company with U.S. design and manufacturing. Now has more talent for service and customer relationships.
QBTSD-Wave Quantum Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I just wanted to get your thoughts on if you view this as an outlier or do you expect this trend to continue with future customers?
Show response
Shadi Mitwalli identified as Needham (operator said Craig-Hallum). Baratz said moving straight to production depends on customer data readiness; some will, some will need a proof-of-concept step.
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 |
|---|---|---|
| SMCI Supermicro | 2 | —Rate withheld: fewer than 3 questions |
| QBTS D-Wave Quantum 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 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 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.
- Demand2
- Capex Investment1
- Margin1
- Geographic Expansion1