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Analyst
Suraj Kalia
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q3 (5 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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
RMDResMed2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
Could you talk to the confidence in doing that in light of the demand environment you're seeing, just given some of the uncertainty now with tariffs
Show response
Brett cited strong operating cash flows and net cash position supporting the buyback increase to $100M/quarter. Mick outlined M&A criteria: strategy alignment, ROIC, and cultural fit. Tuck-in range sub-10% of market cap.
Calendar 2024 Q3
how would you say ResMed is buffered from a potentially more price-sensitive environment if and when Philips returns
Show response
Mick emphasized ResMed was outcompeting Philips before and during recall, and noted sustainable competitive advantage through digital health ecosystem rather than share game.
ABTAbbott Laboratories1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
Would love to get your thoughts specifically on the mitral and tricuspid US TAM
Show response
Ford outlined Structural Heart as #2 global position. Tricuspid needs continued clinical evidence investment to strengthen referral pathways. MitraClip investing in clinical trial for low and intermediate risk patients. Multiple growth catalysts including Navitor and MitraClip label expansions, 5th-gen MitraClip and TriClip, TriClip Japan launch, AI-powered imaging bolt-on acquisition, and pipeline of Balloon TAVR, next-gen Amulet, and mitral replacement valve called potentially best-in-class.
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 |
|---|---|---|
| RMD ResMed | 2 | —Rate withheld: fewer than 3 questions |
| ABT Abbott Laboratories | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q4No questions recorded
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch1
- Innovation & R&D1
- Capital Allocation1
- Trade Tariffs1
- Competitive Dynamics1
- Pricing1