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Research firm
Arete Research
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 34on tracked calls
- Challenge rate
- 21%7 of 34 questions
- Analysts
- 8with at least one question
- Companies
- 8questioned at least once
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.
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.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Richard Kramer | 3 | 13 | 31%4 of 13 questions |
| Brett SimpsonLimited sample | 1 | 8 | 13%1 of 8 questions |
| Andy BealeLimited sample | 1 | 4 | 0%none of 4 questions |
| Jim FontanelliLimited sample | 1 | 4 | 25%1 of 4 questions |
| Nam KimLimited sample | 1 | 2 | 50%1 of 2 questions |
| Dave MakLimited sample | 1 | 1 | 0%none of 1 question |
| Janko VenterLimited sample | 1 | 1 | 0%none of 1 question |
| Yanko VentaLimited sample | 1 | 1 | 0%none of 1 question |
- Richard Kramer3 companies · 13 questions31%4 of 13 questions
- 13%1 of 8 questions
- 0%none of 4 questions
- 25%1 of 4 questions
- 50%1 of 2 questions
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
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 | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q3 | 3 | 0%none of 3 questions | 2 | 2 |
| 2024 Q4 | 6 | 0%none of 6 questions | 3 | 4 |
| 2025 Q1 | 4 | 50%2 of 4 questions | 2 | 2 |
| 2025 Q2 | 5 | 20%1 of 5 questions | 3 | 4 |
| 2025 Q3 | 5 | 40%2 of 5 questions | 3 | 3 |
| 2025 Q4 | 5 | 20%1 of 5 questions | 3 | 3 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 | 2 |
| 2026 Q2 | 3 | 33%1 of 3 questions | 2 | 2 |
- 2024 Q33 questions · challenge rate 0% (none of 3 questions) · 2 analysts · 2 companies
- 2024 Q46 questions · challenge rate 0% (none of 6 questions) · 3 analysts · 4 companies
- 2025 Q14 questions · challenge rate 50% (2 of 4 questions) · 2 analysts · 2 companies
- 2025 Q25 questions · challenge rate 20% (1 of 5 questions) · 3 analysts · 4 companies
- 2025 Q35 questions · challenge rate 40% (2 of 5 questions) · 3 analysts · 3 companies
- 2025 Q45 questions · challenge rate 20% (1 of 5 questions) · 3 analysts · 3 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 analysts · 2 companies
- 2026 Q23 questions · challenge rate 33% (1 of 3 questions) · 2 analysts · 2 companies
Topics and sectors
Topics tagged on this firm’s questions
- Cloud & AI11
- Demand11
- Competitive Dynamics7
- Capex Investment7
- Pricing5
- Capital Allocation4
- Innovation & R&D4
- Margin4
- Revenue Growth4
- Geographic Expansion3
Show all 16 topics
- Supply Chain2
- Regulation Policy2
- Product Launch2
- M&A1
- Cost Pressure1
- Subscriber Growth1
Questions by company sector
- Technology28
- Communication Services6