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Analyst

Zane Meehan

KeyBanc Capital Markets · covers Technology

Period: Reporting period mapped to calendar 2025 Q2.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned at least once
Reporting periods
1with 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 2 of 2 questions from 1 company

TRMBTrimble Inc.2 questions · 1 reporting period · 0 of 2 challenging
TRMB company page →

Calendar 2025 Q2

Maybe you could provide an update there. I know you called out a little bit of softness last quarter

DemandRegulation PolicyTranscript · FY2025 Q2 →
Show response

Rob separated federal (down significantly, defense and civilian) from state (strong, especially DOTs with infrastructure bill). State DOT budgets are one of the best pockets in the company. Overall a net positive with state budget strength.

maybe you could just give an update on how that rollout has been going, what adoption has looked like

Product LaunchGeographic ExpansionTranscript · FY2025 Q2 →
Show response

Rob confirmed TC1 bookings almost doubled in Q2 and year-to-date, with Europe contributing. European field and AECO teams collaborating well on large projects. Optimistic about further TC1 rollout as project management rolls into Europe.

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.

CompanyQuestionsChallenge rate
TRMB Trimble Inc.2—Rate withheld: fewer than 3 questions
  • TRMB
    Trimble Inc. · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q220%none of 2 questions1
  1. 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Demand1
  • Regulation Policy1
  • Product Launch1
  • Geographic Expansion1