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Analyst
Stephanie Price
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 · 4 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
I wonder if you could talk a little bit about the revenue uplift you're seeing from CoCounsel and the GenAI solutions?
Show response
Bischoping framed AI as premium-tier pricing tied to accelerating innovation and more complex lawyer tasks commanding higher value, but declined a specific migration uplift, saying it more than covers consumption costs.
Calendar 2026 Q1
Hoping you could talk a little bit of the cadence of revenue here. With the Q2 outlook, it does look like H1 revenues are kind of tracking a bit ahead
Show response
Eastwood noted Q1 outperformance driven by Westlaw Advantage and CoCounsel legal demand. Q2 guided 7-8% with modest Reuters growth and lower corporate transactional. Full year 7.5-8% confidence supported by sales pipeline momentum.
Just curious how you think about vendor relationships here that you have with the LLM and how you envision the partnerships evolving over time
Show response
Hasker emphasized model-agnostic architecture, currently using Anthropic models for Westlaw Advantage and CoCounsel but able to swap. Anthropic described as important vendor but TRI maintains independence.
Calendar 2025 Q4
pacing of internal AI investments and cost improvements and what's driving the confidence to kind of extend that margin expansion through to 2728?
Show response
Mike cited proven leadership from change program era (Andrew Pierce, Pradeep Bhakapali, Mike Goddard, Liz Bank). 300+ use cases already in execution mode, not exploration. All investment reflected in guidance with no surprises expected.
Calendar 2025 Q3
can you talk about the drivers that are causing the increase to the fiscal '26 EBITDA guide to 100 basis points versus 50 basis points prior
Show response
Mike identified two primary drivers: natural operating leverage of ~110bps at 7-7.5% growth, and internal AI/automation transformation. Combined they exceed 100bps, with the excess reinvested in innovation.
Legal segment, organic growth accelerating quarter-over-quarter to 9%. I think in the prior question, you mentioned some new product launches. Just curious if there was anything else
Show response
Mike cited new product launches, strong retention, stable pricing, and continued talent additions. Steve added the legal TAM is expanding as firms spend more on technology and potentially less on real estate, a multiyear phenomenon.
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 |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Revenue Growth3
- Margin2
- Pricing1
- Guidance Reliability1
- Competitive Dynamics1