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Analyst
Tanner James
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 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 5 of 5 questions from 2 companies
EVRGEvergy4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
Is the governing factor here the expected development time lines of the customers within this portion of the pipeline? Or is it your ability to process and serve?
Show response
Campbell described it as a balance of both factors, with Tier 1 customers having posted financial commitments and advancing infrastructure.
should we view this kind of 50-50 proportionate share for over earnings as precedent setting for future proceedings?
Show response
Campbell said the 50-50 sharing mechanism applies until the next rate case; noted historically Kansas Central has been below authorized return.
Calendar 2025 Q1
could you discuss the rationale that went into extending the timing of the retirement, specifically with regarding the specific dates chosen
Show response
Campbell acknowledged flexibility in retirement timelines but noted aging fleet risks including parts availability and environmental compliance needs.
with respect to your ability to pull O&M levers to meet '25 guidance, can you discuss the different buckets you can sort of manage through the end of the year
Show response
Campbell described a range of levers including discretionary spending and third-party costs, expressing confidence in closing $0.05 gap with eight months remaining.
GNRCGenerac1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
can you discuss how you're approaching the funnel for non-hyperscale data center activity
Show response
Jagdfeld acknowledged hyperscale margins run below non-hyperscale, said near-term mix skews to hyperscale, and described the broader quoting funnel as very large.
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 |
|---|---|---|
| EVRG Evergy | 4 | 0%none of 4 questions |
| GNRC Generac | 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 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Margin2
- Capex Investment2
- Regulation Policy2
- Competitive Dynamics1
- Cost Pressure1