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Analyst
Anthony Chukumba
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 6).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- Companies
- 3questioned at least once
- Reporting periods
- 6with 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 10 of 10 questions from 3 companies
BBYBest Buy6 questions · 4 reporting periods · 0 of 6 challenging
Calendar 2025 Q4
how do you feel just at a high level in terms of market share
Show response
Corie said share improved over last 2 quarters and was flattish to slightly up in Q3. Strong in computing and gaming, TV unit share now positive. Marketplace expanding assortment also bolsters share positioning.
How have you felt about your Switch 2 allocations relative to your initial expectations?
Show response
Jason said Switch 2 units in market are much higher than Switch 1 at same time frame, and they've been happy with ability to meet demand. Holiday demand expected to remain strong. Also highlighted broader handheld gaming growth (Asus/Xbox Ally, Lenovo Legion Go) compensating for slowing PS5/Xbox at end of cycle.
Calendar 2025 Q3
how did it perform relative to your expectations?
Show response
Matt confirmed Switch 2 was a significant driver of the Q2 beat, with any additional upside reflected in back-half expectations. Also noted computing exceeded expectations beyond just gaming.
is it safe to say that you would expect a further acceleration just based off of that?
Show response
Jason outlined three factors driving computing: Windows 10 end-of-life bringing back long-absent buyers with specific needs like data transfer, Intel-based MacBook owners (3-8 years old) upgrading for AI and battery improvements, and evolving AI features with CoPilot Plus PC assortment up to 120 models.
Calendar 2025 Q1
how did your comp compare to the industry
Show response
Corie noted full-year share gains in computing and gaming, reaching a 30-year high in gaming console share, while some value-oriented categories were more challenged.
Calendar 2024 Q4
I was just wondering if you can maybe just comment a little bit on the performance of mobile phones
Show response
Corie noted trends improved slightly but AI phone innovation is still early; Jason added customers are gravitating toward unlocked premium phones that better support AI.
ULTAUlta Beauty3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q3
what is your appetite for, if necessary, getting more promotional to continue to gain market share?
Show response
CEO declined to frame strategy as chasing competitors, emphasizing Ulta's differentiated discovery model, exclusives and loyalty moat, while noting guidance has built-in flexibility to remain promotional if needed.
Calendar 2025 Q4
was just wondering much of that do you think is the product newness versus the better execution in store versus the better promotions?
Show response
Kecia attributed to four areas working together: merchandising/gifting/fragrance newness, digital capabilities, amplified marketing including new brand equity campaign, and operational excellence (in-stocks, guest satisfaction, speed).
Calendar 2024 Q4
if you had to sort of almost like kind of stack rank what you thought drove the better performance, would it be the more effective promotions?
Show response
Kimbell declined to stack rank drivers, instead listing assortment newness, promotional effectiveness, improved conversion, and ERP system stabilization as collective contributors. Comprehensive but avoided prioritizing.
ROLRollins, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
if you could just provide some color on the acquisitions that you did in the second quarter.
Show response
Management highlighted Romex as the largest Q2 acquisition and described a healthy M&A pipeline supporting 2-3% growth.
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 |
|---|---|---|
| BBY Best Buy | 6 | 0%none of 6 questions |
| ULTA Ulta Beauty | 3 | 33%1 of 3 questions |
| ROL Rollins, 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 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 100%1 of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics6
- Demand4
- Innovation & R&D3
- Revenue Growth3
- Cloud & AI2
- M&A1
- Pricing1