Companies Economy Mentions Returns Firms & Analysts Pricing About

Loading…

Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Stephane Houri (ODDO BHF) — Tellvest

Analysts/Stephane Houri

Stephane Houri

Technology

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q2 '25

Focus Areas5 topics

Revenue Growth2Innovation & R&D1Trade Tariffs1Demand1Guidance Reliability1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

ARMArm Holdings1 quarter

2025 Q2

If you can give us the number where we stand now. Last quarter, I think it was about 30%

Innovation & R&DRevenue GrowthView in transcript →

ASMLASML Holding2 quarters

2025 Q1

I have a first question about the order volatility and maybe to – come to understand better from you, if you think that the uncertainty around the tariffs in Q1 already had an impact on your orders...

Trade TariffsDemandView in transcript →

2024 Q4

One was on the non-EUV, non-China that was supposed to grow largely by the double digit, let's say, 50%. So can you maybe come back on that and confirm if that's still what you expect?

Revenue GrowthGuidance ReliabilityView in transcript →