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Research firm
Bernstein
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 853on tracked calls
- Challenge rate
- 15%127 of 853 questions
- Analysts
- 40with at least one question
- Companies
- 161questioned 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 |
|---|---|---|---|
| Stacy Rasgon | 11 | 109 | 33%36 of 109 questions |
| Doug Harned | 10 | 71 | 20%14 of 71 questions |
| Chad Dillard | 10 | 71 | 1%1 of 71 questions |
| Alexia Howard | 8 | 69 | 9%6 of 69 questions |
| David Vernon | 9 | 60 | 15%9 of 60 questions |
| Danilo Gargiulo | 7 | 51 | 18%9 of 51 questions |
| Courtney Breen | 8 | 44 | 9%4 of 44 questions |
| Nikhil Devnani | 4 | 36 | 19%7 of 36 questions |
| Harshita Rawat | 7 | 34 | 18%6 of 34 questions |
| Bob Brackett | 8 | 34 | 3%1 of 34 questions |
- Stacy Rasgon11 companies · 109 questions33%36 of 109 questions
- Doug Harned10 companies · 71 questions20%14 of 71 questions
- Chad Dillard10 companies · 71 questions1%1 of 71 questions
- Alexia Howard8 companies · 69 questions9%6 of 69 questions
- David Vernon9 companies · 60 questions15%9 of 60 questions
- Danilo Gargiulo7 companies · 51 questions18%9 of 51 questions
- Courtney Breen8 companies · 44 questions9%4 of 44 questions
- Nikhil Devnani4 companies · 36 questions19%7 of 36 questions
- Harshita Rawat7 companies · 34 questions18%6 of 34 questions
- Bob Brackett8 companies · 34 questions3%1 of 34 questions
Show all 40 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Mark Shmulik | 5 | 29 | 3%1 of 29 questions |
| Lance Wilkes | 5 | 29 | 0%none of 29 questions |
| Zhihan Ma | 6 | 26 | 8%2 of 26 questions |
| Mark Newman | 7 | 25 | 12%3 of 25 questions |
| Aneesha Sherman | 5 | 20 | 15%3 of 20 questions |
| Mark Moerdler | 3 | 19 | 5%1 of 19 questions |
| Nadine Sarwat | 3 | 16 | 25%4 of 16 questions |
| Richard Clarke | 4 | 15 | 13%2 of 15 questions |
| James Hooper | 3 | 13 | 15%2 of 13 questions |
| Daniel RoeskaLimited sample | 4 | 9 | 44%4 of 9 questions |
| Peter WeedLimited sample | 4 | 9 | 22%2 of 9 questions |
| Connor CernigliaLimited sample | 5 | 8 | 0%none of 8 questions |
| Jiang MaLimited sample | 1 | 7 | 29%2 of 7 questions |
| William PickeringLimited sample | 2 | 7 | 0%none of 7 questions |
| Madison RezaeiLimited sample | 4 | 6 | 33%2 of 6 questions |
| Callum ElliottLimited sample | 2 | 5 | 0%none of 5 questions |
| Varun GovindarajLimited sample | 3 | 5 | 40%2 of 5 questions |
| Eve BursteinLimited sample | 3 | 5 | 0%none of 5 questions |
| Toni SacconaghiLimited sample | 3 | 4 | 50%2 of 4 questions |
| Ian MooreLimited sample | 2 | 3 | 0%none of 3 questions |
| Peter ClarkLimited sample | 1 | 2 | 0%none of 2 questions |
| Sara RussoLimited sample | 1 | 2 | 50%1 of 2 questions |
| Sunaina OcalanLimited sample | 2 | 2 | 0%none of 2 questions |
| Unidentified AnalystLimited sample | 1 | 2 | 0%none of 2 questions |
| Justine LauferLimited sample | 1 | 1 | 100%1 of 1 question |
| Gautam ChhuganiLimited sample | 1 | 1 | 0%none of 1 question |
| Lisa CliveLimited sample | 1 | 1 | 0%none of 1 question |
| Cristian MartinezLimited sample | 1 | 1 | 0%none of 1 question |
| Laurent YoonLimited sample | 1 | 1 | 0%none of 1 question |
| Robin ZhuLimited sample | 1 | 1 | 0%none of 1 question |
- Mark Shmulik5 companies · 29 questions3%1 of 29 questions
- Lance Wilkes5 companies · 29 questions0%none of 29 questions
- Zhihan Ma6 companies · 26 questions8%2 of 26 questions
- Mark Newman7 companies · 25 questions12%3 of 25 questions
- Aneesha Sherman5 companies · 20 questions15%3 of 20 questions
- Mark Moerdler3 companies · 19 questions5%1 of 19 questions
- Nadine Sarwat3 companies · 16 questions25%4 of 16 questions
- Richard Clarke4 companies · 15 questions13%2 of 15 questions
- James Hooper3 companies · 13 questions15%2 of 13 questions
- 44%4 of 9 questions
- 22%2 of 9 questions
- 0%none of 8 questions
- 29%2 of 7 questions
- 0%none of 7 questions
- 33%2 of 6 questions
- 0%none of 5 questions
- 40%2 of 5 questions
- 0%none of 5 questions
- 50%2 of 4 questions
- 0%none of 3 questions
- 0%none of 2 questions
- 50%1 of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 100%1 of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 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.
- MKCMcCormick & Company16 questions
- DRIDarden Restaurants14 questions
- QCOMQualcomm14 questions
- INTCIntel Corporation14 questions
- AMATApplied Materials13 questions
- DALDelta Air Lines13 questions
- TSNTyson Foods12 questions
- GDGeneral Dynamics12 questions
- HSYHershey Company (The)12 questions
- PCARPaccar12 questions
- AMDAdvanced Micro Devices, Inc.11 questions
- CMGChipotle Mexican Grill11 questions
- DASHDoorDash11 questions
- METAMeta Platforms, Inc.11 questions
- TRMBTrimble Inc.11 questions
- LRCXLam Research10 questions
- EBAYeBay10 questions
- HDThe Home Depot, Inc.10 questions
- HUBBHubbell Incorporated10 questions
- TXNTexas Instruments10 questions
- NOCNorthrop Grumman10 questions
- SJMJ.M. Smucker Company (The)9 questions
- AVGOBroadcom Inc.9 questions
- JJacobs Solutions9 questions
Show all 161 companies
- PWRQuanta Services9 questions
- ROSTRoss Stores9 questions
- UNPUnion Pacific Corporation9 questions
- BF-BBrown–Forman8 questions
- CAGConagra Brands8 questions
- ORCLOracle Corporation8 questions
- MSFTMicrosoft Corporation8 questions
- ADIAnalog Devices8 questions
- DPZDomino's8 questions
- VVisa Inc.8 questions
- BAThe Boeing Company8 questions
- FCXFreeport-McMoRan8 questions
- TXTTextron8 questions
- UBERUber8 questions
- BMYBristol Myers Squibb8 questions
- CMICummins8 questions
- NXPINXP Semiconductors8 questions
- GISGeneral Mills7 questions
- SNDKSandisk Corporation7 questions
- APDAir Products7 questions
- COSTCostco Wholesale Corporation7 questions
- UNHUnitedHealth Group Incorporated7 questions
- ABNBAirbnb7 questions
- CARTMaplebear Inc.7 questions
- CAVACAVA Group, Inc.7 questions
- CNCCentene Corporation7 questions
- CSXCSX Corporation7 questions
- ELVElevance Health7 questions
- GOOGLAlphabet Inc.7 questions
- HIIHuntington Ingalls Industries7 questions
- LLYLilly (Eli)7 questions
- LUVSouthwest Airlines7 questions
- MAMastercard7 questions
- UPSUnited Parcel Service7 questions
- PFEPfizer7 questions
- NVDANVIDIA Corporation6 questions
- FDXFedEx6 questions
- KLACKLA Corporation6 questions
- SBUXStarbucks6 questions
- CVXChevron Corporation6 questions
- DGDollar General6 questions
- GILDGilead Sciences6 questions
- HWMHowmet Aerospace6 questions
- MRNAModerna6 questions
- SNAPSnap Inc.6 questions
- UALUnited Airlines Holdings6 questions
- GEGE Aerospace6 questions
- MARMarriott International6 questions
- PYPLPayPal6 questions
- DELLDell Technologies5 questions
- STZConstellation Brands5 questions
- DEDeere & Company5 questions
- HPQHP Inc.5 questions
- SMCISupermicro5 questions
- FISVFiserv, Inc.5 questions
- HUMHumana5 questions
- NSCNorfolk Southern Railway5 questions
- PPGPPG Industries5 questions
- RTXRTX Corporation5 questions
- XOMExxonMobil5 questions
- LHXL3Harris5 questions
- NOWServiceNow5 questions
- FANGDiamondback Energy5 questions
- VRTXVertex Pharmaceuticals5 questions
- STXSeagate Technology Holdings4 questions
- AMGNAmgen Inc.4 questions
- ETNEaton Corporation4 questions
- MRKMerck & Co., Inc.4 questions
- CATCaterpillar Inc.4 questions
- XYZBlock, Inc.4 questions
- LMTLockheed Martin4 questions
- DLTRDollar Tree4 questions
- FFord Motor Company4 questions
- PMPhilip Morris International4 questions
- TJXTJX Companies3 questions
- NKENIKE, Inc.3 questions
- EQTEQT Corporation3 questions
- KLARKlarna Group plc3 questions
- LINLinde plc3 questions
- COPConocoPhillips3 questions
- LULULululemon Athletica3 questions
- MCDMcDonald's Corporation3 questions
- RDDTReddit, Inc.3 questions
- TAPMolson Coors Beverage Company3 questions
- ADBEAdobe Inc.3 questions
- HCAHCA Healthcare3 questions
- KHCKraft Heinz3 questions
- WMTWalmart Inc.2 questions
- CTASCintas2 questions
- HPEHewlett Packard Enterprise2 questions
- AMTAmerican Tower2 questions
- APAAPA Corporation2 questions
- CARRCarrier Global2 questions
- CCICrown Castle2 questions
- GWWW. W. Grainger2 questions
- PINSPinterest, Inc.2 questions
- TTTrane Technologies2 questions
- WMWaste Management2 questions
- DDOGDatadog2 questions
- LYVLive Nation Entertainment2 questions
- NEMNewmont2 questions
- TPRTapestry, Inc.2 questions
- TGTTarget Corporation2 questions
- ABBVAbbVie2 questions
- LOWLowe's2 questions
- YUMYum! Brands2 questions
- MDLZMondelez International2 questions
- AAgilent Technologies2 questions
- GMGeneral Motors2 questions
- REGNRegeneron Pharmaceuticals2 questions
- ASMLASML Holding2 questions
- TSLATesla, Inc.2 questions
- WATWaters Corporation2 questions
- AFRMAffirm Holdings, Inc.1 question
- ELEstée Lauder Companies (The)1 question
- BABAAlibaba Group Holding Limited1 question
- BEBloom Energy Corporation1 question
- DLRDigital Realty1 question
- GEVGE Vernova1 question
- JBHTJ.B. Hunt1 question
- NCLHNorwegian Cruise Line Holdings1 question
- OTISOtis Worldwide1 question
- ROLRollins, Inc.1 question
- RSGRepublic Services1 question
- URIUnited Rentals1 question
- EQIXEquinix1 question
- MOAltria1 question
- DKNGDraftKings Inc.1 question
- IBMInternational Business Machines Corporation1 question
- DVADaVita1 question
- HOODRobinhood Markets, Inc.1 question
- ILMNIllumina, Inc.1 question
- PANWPalo Alto Networks1 question
- RIVNRivian Automotive, Inc.1 question
- ZSZscaler1 question
- DISThe Walt Disney Company1 question
- HLTHilton Worldwide1 question
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 | 10 | 10%1 of 10 questions | 7 | 8 |
| 2024 Q4 | 114 | 11%13 of 114 questions | 26 | 83 |
| 2025 Q1 | 108 | 19%21 of 108 questions | 23 | 85 |
| 2025 Q2 | 114 | 16%18 of 114 questions | 27 | 87 |
| 2025 Q3 | 118 | 19%23 of 118 questions | 23 | 91 |
| 2025 Q4 | 120 | 18%21 of 120 questions | 24 | 93 |
| 2026 Q1 | 120 | 12%14 of 120 questions | 25 | 89 |
| 2026 Q2 | 120 | 11%13 of 120 questions | 25 | 101 |
| 2026 Q3 | 29 | 10%3 of 29 questions | 11 | 24 |
- 2024 Q310 questions · challenge rate 10% (1 of 10 questions) · 7 analysts · 8 companies
- 2024 Q4114 questions · challenge rate 11% (13 of 114 questions) · 26 analysts · 83 companies
- 2025 Q1108 questions · challenge rate 19% (21 of 108 questions) · 23 analysts · 85 companies
- 2025 Q2114 questions · challenge rate 16% (18 of 114 questions) · 27 analysts · 87 companies
- 2025 Q3118 questions · challenge rate 19% (23 of 118 questions) · 23 analysts · 91 companies
- 2025 Q4120 questions · challenge rate 18% (21 of 120 questions) · 24 analysts · 93 companies
- 2026 Q1120 questions · challenge rate 12% (14 of 120 questions) · 25 analysts · 89 companies
- 2026 Q2120 questions · challenge rate 11% (13 of 120 questions) · 25 analysts · 101 companies
- 2026 Q329 questions · challenge rate 10% (3 of 29 questions) · 11 analysts · 24 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand247
- Margin169
- Competitive Dynamics167
- Revenue Growth165
- Innovation & R&D114
- Pricing104
- Capex Investment91
- Cost Pressure80
- Product Launch71
- Guidance Reliability64
Show all 23 topics
- Cloud & AI64
- Regulation Policy57
- Trade Tariffs57
- Geographic Expansion56
- Supply Chain53
- Macroeconomic41
- Capital Allocation39
- M&A33
- Subscriber Growth14
- Inventory13
- Labor Market11
- Credit4
- Fx2
Questions by company sector
- Technology221
- Industrials207
- Consumer Cyclical120
- Consumer Defensive112
- Healthcare86
- Financial Services26
- Communication Services25
- Basic Materials25
- Energy24
- Real Estate6
- Utilities1