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Analyst
Stephen Trent
Period: Reporting period mapped to calendar 2025 Q2.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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
DALDelta Air Lines2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
I sort of recall you guys were sort of looking to a high single-digit increase in cobranded card remuneration, and it perhaps is coming a little bit stronger than that if you could elaborate, please
Show response
Dan confirmed card spend and AmEx cash remuneration both up 10% in the quarter, coming in above the high single-digit expectation.
Do you actually have a meaningful number of foreign cardholders, or is this just pretty much an entirely US cardholders?
Show response
Glen confirmed 99% US cardholders, clarifying that the co-brand program is almost entirely a domestic financial product.
UALUnited Airlines Holdings1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
There's been stuff in the news about anti-tourism incidents in some cities. And are you guys seeing anything at all there
Show response
Andrew dismissed impact given United's US-origin focus. Europe summer described as very strong, particularly Southern Europe.
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 |
|---|---|---|
| DAL Delta Air Lines | 2 | —Rate withheld: fewer than 3 questions |
| UAL United Airlines Holdings | 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 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Subscriber Growth2
- Revenue Growth1
- Geographic Expansion1
- Demand1
- Macroeconomic1