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Analyst
Subbu Nambi
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 9%1 of 11 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with 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 11 of 11 questions from 3 companies
TEMTempus AI, Inc.6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q1
are there any updates on your xF FDA submission? I know it was reiterated that it was submitted
Show response
Jim said no xF update yet; an amendment covering tumor-only cases is expected imminently.
Calendar 2025 Q4
can you discuss the strategic value of the added capability when samples are QNS?
Show response
Jim cited $1,640 Q4 ASP with $500+ of upside from CDx migration and FDA approvals over 2026.
Calendar 2025 Q3
could you share any updates on your work on the foundation model with AstraZeneca and Pathos
Show response
Eric said pretraining is finishing well, with first model versions expected in Q1.
Calendar 2025 Q2
as you think about the possibility of moving your Insights business into other areas than cancer
Show response
Eric said oncology dominates data today but other disease areas are long-term drivers.
Calendar 2025 Q1
could you remind us the assumption baked in on gross margin and ASP improvement if you do receive MolDx xM reimbursement
Show response
Jim confirmed no xM reimbursement is baked into the guide; ASP gains come from ADLT migration.
Calendar 2024 Q4
what is embedded in your 2025 guidance, if anything for this year?
Show response
Jim quantified the reimbursement overlap benefit at less than $10 million.
WATWaters Corporation3 questions · 2 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
where are you in the process of how BD manages discounting? How is this driving you towards your eventual pricing goals?
Show response
Batra said the deal-desk model reduces bureaucracy and speeds approvals; 90bps price realization in Q2 up from the historical 50bps, on track to 150bps.
Can you give us your latest thoughts on how you see growth potential in that market?
Show response
Batra said China diagnostics (mostly microbiology) declined low teens, better than the 30% modeled; localizing the FX portfolio for Q4 and made leadership changes.
Calendar 2025 Q4
what does operating margin progression look like this year with the addition to BD? What prudence is in those risk-adjusted assumption
Show response
CFO outlined Waters stand-alone at 31.3% margin (consistent with Investor Day), BD at 22.4%, blending to 28.1% with synergies, exactly in line with deal model of 100bps+ expansion in year 1.
RVTYRevvity2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
As your customers implement AI, do you view this as a threat or as an opportunity?
Show response
Prahlad framed AI as multi-horizon opportunity: near-term increased data generation demand for reagents/instruments, mid-to-long-term Signals platform as AI-enabled drug discovery tool for researchers.
If that continues to take hold, what instruments would you expect to be the first to participate in that recovery?
Show response
Prahlad identified cellular imaging and high-content screening platforms as first instruments to see recovery given non-commoditized positioning.
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 |
|---|---|---|
| TEM Tempus AI, Inc. | 6 | 0%none of 6 questions |
| WAT Waters Corporation | 3 | 33%1 of 3 questions |
| RVTY Revvity | 2 | —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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 50%1 of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing5
- Innovation & R&D4
- M&A2
- Geographic Expansion2
- Regulation Policy2
- Margin2
- Cloud & AI2
- Demand2
- Guidance Reliability1