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Research firm
Daiwa Securities
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 18%2 of 11 questions
- Analysts
- 4with at least one question
- Companies
- 6questioned 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 |
|---|---|---|---|
| Lou MisciosciaLimited sample | 2 | 5 | 20%1 of 5 questions |
| Jairam NathanLimited sample | 2 | 3 | 0%none of 3 questions |
| Rick HsuLimited sample | 1 | 2 | 0%none of 2 questions |
| Jon KeesLimited sample | 1 | 1 | 100%1 of 1 question |
- 20%1 of 5 questions
- 0%none of 3 questions
- 0%none of 2 questions
- 100%1 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 Q4 | 3 | 0%none of 3 questions | 2 | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 | 1 |
| 2026 Q1 | 3 | 67%2 of 3 questions | 3 | 3 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 analysts · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 analysts · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 analyst · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 analyst · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 analyst · 1 company
- 2026 Q13 questions · challenge rate 67% (2 of 3 questions) · 3 analysts · 3 companies
Topics and sectors
Topics tagged on this firm’s questions
- Cloud & AI4
- Revenue Growth4
- Demand3
- Competitive Dynamics2
- Macroeconomic2
- Innovation & R&D1
- Regulation Policy1
- Margin1
- Pricing1
- Geographic Expansion1
Show all 12 topics
- Capital Allocation1
- Capex Investment1
Questions by company sector
- Technology7
- Industrials3
- Communication Services1