Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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

Steve Silverman (TD Cowen) — Tellvest

Analysts/Steve Silverman

Steve Silverman

TD Cowen

Technology

Limited coverage. Only 4 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 '24Q3 '25

Focus Areas6 topics

Revenue Growth1Demand1M&A1Cost Pressure1Innovation & R&D1Competitive Dynamics1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

RGTIRigetti Computing, Inc.4 quarters

2025 Q3

are they both complete systems that include dilution fridges and full control systems?

Revenue GrowthDemandView in transcript →

2025 Q2

I want to get your view on kind of current valuations on quantum assets currently? And is M&A an important part

M&AView in transcript →

2025 Q1

is like a high teens million OpEx run rates goal the right number to be thinking about, or is this low 20s level the more

Cost PressureView in transcript →

2024 Q4

should we assume that, that rate of scaling can continue in future years as well?

Innovation & R&DCompetitive DynamicsView in transcript →