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Analyst
Vedvati Shrotre
Period: Reporting periods mapped to calendar 2025 Q3 – 2025 Q4 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned 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 4 of 4 questions from 1 company
TERTeradyne4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
the GPU win -- the GPU merchant win, does that in any way dictate your second half versus first half dynamics?
Show response
Confirmed merchant GPU ramp would affect H2 dynamics. GPU revenue is included in the $6B target model but assumes incremental share gain over years, not radically high share.
is there a possibility that your revenues grow like the robotics piece grows to higher than the breakeven revenues that you have for that business?
Show response
E-commerce customer revenue expected to roughly triple 2025 to 2026 as deployments expand to more facilities. Targeting Robotics breakeven in 2026, positive contribution beyond. Strong tailwind for segment growth.
Calendar 2025 Q3
I wanted to understand if that is the norm now? Has that increased the TAM? And are all suppliers expected to do this?
Show response
Only 1 of 3 major HBM manufacturers doing singulated stack test at high volume. Not pervasive across all memory types. Proliferation depends on whether it demonstrably improves downstream device yield.
can you provide any color on how much compute is as a part of SoC in second half '25?
Show response
Did not provide specific compute percentage breakdown. Greg estimated 50% of total Q3 revenue was AI-driven, rising to 60% in Q4. January update will provide revised long-term composition with heavier compute weight.
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 |
|---|---|---|
| TER Teradyne | 4 | 0%none of 4 questions |
- TERTeradyne · 4 questions0%none of 4 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 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Revenue Growth3
- Competitive Dynamics2
- Demand1
- Innovation & R&D1