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Analyst
Tom Narayan
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 16on tracked calls
- Challenge rate
- 0%none of 16 questions
- Companies
- 4questioned at least once
- Reporting periods
- 4with 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 16 of 16 questions from 4 companies
GMGeneral Motors6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Is the onshoring that you guys have already underway enough to comply with something like that
Show response
Barra said GM began supply-chain onshoring after COVID and the chip shortage and sees productive US-Mexico talks, but gave no direct read on 50% content.
just curious how you think about how autonomy pricing for private mobility could develop
Show response
Barra called China's autonomy price competition unsustainable and argued US customers will pay for the technology, citing Super Cruise's cost-down path.
Calendar 2025 Q2
How do you think about the the Korean business? Is is the better economics there sufficient that you could continue working with the same kind of production
Show response
Mary declined to speculate until trade agreement terms are known. Said Korean vehicles are in high demand and contribution margin positive. Will evaluate when there is certainty on the US-Korea tariff agreement.
How do you think about these two markets for GM? Is you know, is it is it better just to kinda hunker down and and stay, you know, more focused in the US
Show response
Mary said China can be a smaller but strong growing business with Cadillac and Buick brands. Europe has opportunity especially with EVs after Cadillac Lyric named German luxury car of the year. Also sees upside in South America and Middle East.
Calendar 2024 Q4
to what extent do you think the regulatory kind of system is a support mechanism for Level 2 plus, Level 3
Show response
Mary said Super Cruise adoption is consumer-driven, not regulation-driven. Over 60% are regular users, 80% say they wouldn't buy a car without it. Super Cruise being made standard on Cadillac EVs.
I would think EVs would come in at higher than ICE pricing. So, this presumably means ICE pricing comes down below the 1% to 1.5% guidance
Show response
Paul clarified the 1-1.5% is a planning assumption combining ATP and incentive environment, not necessarily an expectation. Historically have outperformed this conservative assumption.
FFord Motor Company5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
Could you comment about how Blue Cruise might be contributing to Ford financials?
Show response
Farley said BlueCruise paid subscriptions grew 20% and made up half of retail integrated-services revenue, and that Apple Maps could expand beyond the UEV platform.
Calendar 2025 Q3
do you mean to say that the '26 net tariff, assuming everything we know now is also $1 billion?
Show response
House clarified the $1B retroactive receivable from proclamation will show as positive in Q4 offsetting YTD tariff costs. 2025 partial-year impact vs 2026 full-year, but net expected similar at ~$1B.
how should we think about EV losses going forward like into next year as -- if volumes come down?
Show response
Farley deferred to Q4 earnings call, characterizing upcoming Model e decisions as 'very big decisions for the company.' No specifics on stranded costs or volume trajectory.
Calendar 2025 Q2
how you guys are managing that dynamic. I know in your prepared comments, you said you're gaining, I think, 3 points of share there
Show response
Farley attributed European Pro strength to brand-new Transit V710 and Ranger, plus Volkswagen platform volumes in South Africa and Turkey lowering cost basis.
if that results in lower sales of EVs, the credit going away, is that -- is that actually a net positive for the EV EBIT
Show response
Tyson explained lower U.S. EV production could be shifted to stronger-margin European EV operations or ICE products, potentially improving overall contribution.
APTVAptiv4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
the larger OEMs have an inclination to perhaps want to take kind of piece parts of your ADAS portfolio as opposed to the entire suite?
Show response
Kevin noted OEMs reversing insourcing trend; all seeking open-architected, scalable, cost-effective solutions. Cost pressure accelerating outsourcing.
Is that a big factor that was driving the domestics that you're winning? Or is it just kind of across the board?
Show response
Kevin confirmed wins across domestic and export programs, with BYD, Leapmotor export to Europe, and other OEMs expanding outside China.
Calendar 2024 Q4
Is that company-specific, or is it, like, an industry-wide dynamic or something you were always expecting?
Show response
Kevin framed it as industry-wide risk from AI compute demand pulling semiconductors from automotive; Aptiv will pre-build inventory if signals emerge.
in recent months, have you experienced an increase in interest for advanced autonomy? And on the flip side, on the UX side
Show response
Kevin noted increased OEM interest in cost-effective ADAS solutions with open architecture, expects significant 2025 bookings. UX focus shifting to cockpit controllers.
LCIDLucid Group, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Could you remind us what portion of your demand came from the lease portion of the IRA?
Show response
Winterhoff said leases are a big portion of North American EV sales including Lucid's, but regulatory changes are already embedded in guidance and high-priced Gravity configs are less price-elastic.
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 |
|---|---|---|
| GM General Motors | 6 | 0%none of 6 questions |
| F Ford Motor Company | 5 | 0%none of 5 questions |
| APTV Aptiv | 4 | 0%none of 4 questions |
| LCID Lucid Group, Inc. | 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 Q4 | 5 | 0%none of 5 questions | 3 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 6 | 0%none of 6 questions | 3 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2025 Q1No questions recorded
- 2025 Q26 questions · challenge rate 0% (none of 6 questions) · 3 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D4
- Competitive Dynamics4
- Geographic Expansion4
- Trade Tariffs3
- Pricing3
- Regulation Policy3
- Product Launch2
- Supply Chain2
- Cost Pressure2
- Demand2
Show all 14 topics
- Subscriber Growth1
- Capital Allocation1
- Margin1
- Cloud & AI1