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Analyst
Steve Lichtman
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 6).
- Questions
- 17on tracked calls
- Challenge rate
- 6%1 of 17 questions
- Companies
- 5questioned at least once
- Reporting periods
- 6with 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 17 of 17 questions from 5 companies
COOCooper Companies (The)6 questions · 5 reporting periods · 1 of 6 challenging
Calendar 2026 Q3
what was management and the board's ultimate assessment of why the two together are stronger than apart?
Show response
Al justified keeping CooperSurgical via shared back-office services (finance, IT, legal, HR) that drive strong earnings and record cash flow.
Calendar 2026 Q2
In the U.S., what are you seeing on price? I know you've been conservative on that
Show response
Al said US and EMEA pricing is healthy with continued premium-product demand, while Asia Pac remains a pricing challenge; the company will keep evaluating amid stubborn inflation.
Calendar 2026 Q1
Can you talk about the opportunities you see to build on the MiSight platform from an innovation perspective?
Show response
MiSight R&D platform innovation including toric and atropine combination. Management responded with context on this topic.
Calendar 2025 Q1
I was wondering if you could talk to what you are expecting for price in your contact lens business this year. And has some of the softening consumer sentiment created any pushback to date?
Show response
Contact lens pricing expectations and consumer pushback risk. Management responded with context on this topic.
Calendar 2024 Q4
How should we be thinking about that into FY'25? Will you see any relief on CapEx
Show response
FY25 free cash flow and CapEx outlook. Management responded with context on this topic.
where will we see some of that headwind? Will it be on gross margin again on a reported basis
Show response
FX headwind phasing through the year. Management responded with context on this topic.
SYKStryker Corporation4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
I'm wondering what kind of response you've gotten as you've talked to customers
Show response
Kevin said customer response has been very positive and supportive, with high marks for communication and resilience. No business lost aside from some urgent cases during the disruption. Brand is stronger than ever.
Do you think it can be in that 70% to 80%
Show response
Preston confirmed the 70-80% FCF conversion target remains intact, with cyber-related investments contemplated within existing guidance.
Calendar 2025 Q2
Can you talk about how much sales vicinity you're assuming as a result? And I know you mentioned still double-digit growth
Show response
Kevin confirmed $590M for 10-month period still intact. Attrition being offset by aggressive hiring. Q3 and Q4 expected to be strong.
can we still expect the impact all in the second half? Was there anything in 2Q?
Show response
Preston confirmed some Q2 tariff impact but back-end loaded through inventory cycle. Full run rate visible by Q4.
DXCMDexCom3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
How would you have us think about the underlying international growth outlook here in the near to medium term? And what are the biggest incremental catalysts outside of the U.S.
Show response
Jereme cited DexCom ONE+ coverage as key driver of international acceleration. Opportunities in established markets going deeper in basal (Japan, France, Germany). Emerging markets following BELL model of establishing T1 coverage as foundation. Ontario Drug Benefit coverage for all insulin users in Canada's largest province.
Calendar 2025 Q1
Can you talk about what the forms of that -- what that might look like? Is it solely direct-to-patient work
Show response
Kevin described multi-pronged approach: DTC advertising, physician education on improved coverage landscape, and correcting past negative experiences when prescriptions were rejected.
Calendar 2024 Q4
are you thinking about that messaging changing over the next couple years
Show response
Kevin described feature migration strategy: T2 features from Stello moving into G series app, while Stello adds health and wellness features for broader populations.
ZBHZimmer Biomet3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
could you give us your latest thoughts on the type of deal that makes sense for Zimmer Biomet right now?
Show response
Ivan laid out three M&A vectors (higher-growth Recon, higher-growth S.E.T., and adjacencies), a Paragon-like profile up to $2 billion that is revenue/WAMGR accretive and EPS accretive by year two, targeting a 5-6% WAMGR by decade end.
Calendar 2026 Q1
where do you think we are at on underlying hip and knee market growth
Show response
Ivan estimated recon market at 4-4.5% growth. Medicaid is ~1% of revenue; ACA less than 12% of cases. Top 10 U.S. hospitals showing continued long waiting lists. Pricing dynamics in line at -40bps. No market-level concerns.
Calendar 2024 Q4
I was wondering if you could talk about guidance cadence a bit more for the year excluding Paragon
Show response
Sukhi provided detailed cadence: Q1 lowest at ~2% ex-FX due to selling day headwind, Q2 muted on tough comps, H2 faster. Q1 operating margins down ~250bps YoY, H2 margins better.
PODDInsulet Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Can you delve click on the DTC efforts? How deep are you into that work? Can you talk about sort of any return
Show response
Ashley highlighted DTC advertising now more efficient with type 2 indication. Seeing both more leads and higher conversion rates, built into guidance.
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 |
|---|---|---|
| COO Cooper Companies (The) | 6 | 17%1 of 6 questions |
| SYK Stryker Corporation | 4 | 0%none of 4 questions |
| DXCM DexCom | 3 | 0%none of 3 questions |
| ZBH Zimmer Biomet | 3 | 0%none of 3 questions |
| PODD Insulet Corporation | 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 |
|---|---|---|---|
| 2024 Q4 | 4 | 0%none of 4 questions | 3 |
| 2025 Q1 | 3 | 0%none of 3 questions | 3 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 4 | 0%none of 4 questions | 3 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 100%1 of 1 question | 1 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Capital Allocation3
- M&A3
- Competitive Dynamics3
- Pricing2
- Product Launch2
- Revenue Growth2
- Margin2
- Innovation & R&D1
- Geographic Expansion1
Show all 16 topics
- Trade Tariffs1
- Macroeconomic1
- Regulation Policy1
- Capex Investment1
- Fx1
- Guidance Reliability1