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Analyst
Sunaina Ocalan
Period: Reporting periods mapped to calendar 2026 Q2 – 2026 Q3 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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
BEBloom Energy Corporation2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
Are you seeing CCS come up more as sort of a potential optionality for the hyperscale conversations.
Show response
Said all hyperscale customers are asking about carbon capture, expects carbon capture-ready purchases soon, and put an acceptable premium at 10% to 15%.
Calendar 2026 Q2
How are you thinking about the market share over the next maybe 12 to 24 to 36 months
Show response
Gave a current share figure and welcomed competition, but declined to size rival fuel cell capacity, saying that is for them to disclose.
GEVGE Vernova1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how should we think about this opportunity once it moves past testing?
Show response
Described R&D-sharing arrangements with two hyperscalers on 5MW indoor and 6MW outdoor SST prototypes; orders would become traditional transactions post-testing, from 2027.
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 |
|---|---|---|
| BE Bloom Energy Corporation | 2 | —Rate withheld: fewer than 3 questions |
| GEV GE Vernova | 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 |
|---|---|---|---|
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Innovation & R&D2
- Competitive Dynamics1
- Demand1