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Research firm

Evercore ISI

63 analysts asked questions on tracked earnings calls, covering 318 companies across 11 sectors.

Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).

Questions
2,149on tracked calls
Challenge rate
11%240 of 2,149 questions
Analysts
63with at least one question
Companies
318questioned 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.

AnalystCompaniesQuestionsChallenge rate
Amit Daryanani2116811%18 of 168 questions
Dave Motemaden1715916%25 of 159 questions
Vijay Kumar1715416%25 of 154 questions
John Pancari1212813%17 of 128 questions
Glenn Schorr1412413%16 of 124 questions
Dave Palmer1310512%13 of 105 questions
Elizabeth Anderson12791%1 of 79 questions
Steve Sakwa15773%2 of 77 questions
Tom Gallagher67424%18 of 74 questions
David Raso96612%8 of 66 questions
Show all 63 analysts
AnalystCompaniesQuestionsChallenge rate
Greg Melich11663%2 of 66 questions
Kirk Materne14643%2 of 64 questions
Mark Mahaney15608%5 of 60 questions
Durgesh Chopra21598%5 of 59 questions
Michael Binetti7577%4 of 57 questions
Michael Griffin10546%3 of 54 questions
Stephen Kim45413%7 of 54 questions
Rob Ottenstein9516%3 of 51 questions
Jon Chappell84920%10 of 49 questions
Duane Pfennigwerth6486%3 of 48 questions
Umer Raffat74743%20 of 47 questions
Jim Kammert6447%3 of 44 questions
Steve Richardson7400%none of 40 questions
Nick Amicucci11373%1 of 37 questions
Mike Montani5260%none of 26 questions
Javier Escalante42536%9 of 25 questions
Adam Frisch62413%3 of 24 questions
Kutgun Maral8225%1 of 22 questions
Rob Coolbrith5210%none of 21 questions
Irvin Liu5195%1 of 19 questions
Mark Lipacis81712%2 of 17 questions
Daniel Markowitz31712%2 of 17 questions
Alexander Virgo81414%2 of 14 questions
Cory Kasimov41414%2 of 14 questions
Chris McNally2147%1 of 14 questions
Oliver WintermantelLimited sample280%none of 8 questions
Gavin Clark-GartnerLimited sample2633%2 of 6 questions
Sanket AgrawalLimited sample2617%1 of 6 questions
Peter KnudsenLimited sample350%none of 5 questions
Liisa BaykoLimited sample250%none of 5 questions
Chirag VedLimited sample150%none of 5 questions
Victor SantiagoLimited sample340%none of 4 questions
Vedvati ShrotreLimited sample140%none of 4 questions
Peter LevineLimited sample240%none of 4 questions
Joanna DynakLimited sample2333%1 of 3 questions
Mike DiFioreLimited sample2250%1 of 2 questions
Manus EbbeckeLimited sample120%none of 2 questions
Eric BoyesLimited sample220%none of 2 questions
Chris BakerLimited sample120%none of 2 questions
Mario CortesLimited sample110%none of 1 question
John FandettiLimited sample110%none of 1 question
Kaimon ChungLimited sample11100%1 of 1 question
Unknown AnalystLimited sample110%none of 1 question
Aaron BoyceLimited sample110%none of 1 question
Aatish ShahLimited sample110%none of 1 question
John DunnLimited sample110%none of 1 question
Hannah LiuLimited sample110%none of 1 question
Adithya JayaramanLimited sample110%none of 1 question
Joanna ZhouLimited sample110%none of 1 question
Javier ManzoLimited sample110%none of 1 question
Alex JohnsonLimited sample110%none of 1 question
Will McNamaraLimited sample110%none of 1 question
Greg PorterLimited sample110%none of 1 question
  • Greg Melich
    11 companies · 66 questions
    3%2 of 66 questions
  • Kirk Materne
    14 companies · 64 questions
    3%2 of 64 questions
  • Mark Mahaney
    15 companies · 60 questions
    8%5 of 60 questions
  • Durgesh Chopra
    21 companies · 59 questions
    8%5 of 59 questions
  • Michael Binetti
    7 companies · 57 questions
    7%4 of 57 questions
  • Michael Griffin
    10 companies · 54 questions
    6%3 of 54 questions
  • Stephen Kim
    4 companies · 54 questions
    13%7 of 54 questions
  • Rob Ottenstein
    9 companies · 51 questions
    6%3 of 51 questions
  • Jon Chappell
    8 companies · 49 questions
    20%10 of 49 questions
  • Duane Pfennigwerth
    6 companies · 48 questions
    6%3 of 48 questions
  • Umer Raffat
    7 companies · 47 questions
    43%20 of 47 questions
  • Jim Kammert
    6 companies · 44 questions
    7%3 of 44 questions
  • Steve Richardson
    7 companies · 40 questions
    0%none of 40 questions
  • Nick Amicucci
    11 companies · 37 questions
    3%1 of 37 questions
  • Mike Montani
    5 companies · 26 questions
    0%none of 26 questions
  • Javier Escalante
    4 companies · 25 questions
    36%9 of 25 questions
  • Adam Frisch
    6 companies · 24 questions
    13%3 of 24 questions
  • Kutgun Maral
    8 companies · 22 questions
    5%1 of 22 questions
  • Rob Coolbrith
    5 companies · 21 questions
    0%none of 21 questions
  • Irvin Liu
    5 companies · 19 questions
    5%1 of 19 questions
  • Mark Lipacis
    8 companies · 17 questions
    12%2 of 17 questions
  • Daniel Markowitz
    3 companies · 17 questions
    12%2 of 17 questions
  • Alexander Virgo
    8 companies · 14 questions
    14%2 of 14 questions
  • Cory Kasimov
    4 companies · 14 questions
    14%2 of 14 questions
  • Chris McNally
    2 companies · 14 questions
    7%1 of 14 questions
  • Oliver WintermantelLimited sample
    2 companies · 8 questions
    0%none of 8 questions
  • Gavin Clark-GartnerLimited sample
    2 companies · 6 questions
    33%2 of 6 questions
  • Sanket AgrawalLimited sample
    2 companies · 6 questions
    17%1 of 6 questions
  • Peter KnudsenLimited sample
    3 companies · 5 questions
    0%none of 5 questions
  • Liisa BaykoLimited sample
    2 companies · 5 questions
    0%none of 5 questions
  • Chirag VedLimited sample
    1 company · 5 questions
    0%none of 5 questions
  • Victor SantiagoLimited sample
    3 companies · 4 questions
    0%none of 4 questions
  • Vedvati ShrotreLimited sample
    1 company · 4 questions
    0%none of 4 questions
  • Peter LevineLimited sample
    2 companies · 4 questions
    0%none of 4 questions
  • Joanna DynakLimited sample
    2 companies · 3 questions
    33%1 of 3 questions
  • Mike DiFioreLimited sample
    2 companies · 2 questions
    50%1 of 2 questions
  • Manus EbbeckeLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Eric BoyesLimited sample
    2 companies · 2 questions
    0%none of 2 questions
  • Chris BakerLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Mario CortesLimited sample
    1 company · 1 question
    0%none of 1 question
  • John FandettiLimited sample
    1 company · 1 question
    0%none of 1 question
  • Kaimon ChungLimited sample
    1 company · 1 question
    100%1 of 1 question
  • Unknown AnalystLimited sample
    1 company · 1 question
    0%none of 1 question
  • Aaron BoyceLimited sample
    1 company · 1 question
    0%none of 1 question
  • Aatish ShahLimited sample
    1 company · 1 question
    0%none of 1 question
  • John DunnLimited sample
    1 company · 1 question
    0%none of 1 question
  • Hannah LiuLimited sample
    1 company · 1 question
    0%none of 1 question
  • Adithya JayaramanLimited sample
    1 company · 1 question
    0%none of 1 question
  • Joanna ZhouLimited sample
    1 company · 1 question
    0%none of 1 question
  • Javier ManzoLimited sample
    1 company · 1 question
    0%none of 1 question
  • Alex JohnsonLimited sample
    1 company · 1 question
    0%none of 1 question
  • Will McNamaraLimited sample
    1 company · 1 question
    0%none of 1 question
  • Greg PorterLimited sample
    1 company · 1 question
    0%none of 1 question

Companies

Most questions first, counting every analyst at this firm.

Show all 318 companies

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 rateAnalystsCompanies
2024 Q32814%4 of 28 questions1220
2024 Q430112%35 of 301 questions37201
2025 Q131513%42 of 315 questions40218
2025 Q22659%24 of 265 questions37187
2025 Q328511%32 of 285 questions41204
2025 Q42969%27 of 296 questions43219
2026 Q131813%41 of 318 questions40220
2026 Q228810%29 of 288 questions38221
2026 Q35311%6 of 53 questions1542
  1. 2024 Q328 questions · challenge rate 14% (4 of 28 questions) · 12 analysts · 20 companies
  2. 2024 Q4301 questions · challenge rate 12% (35 of 301 questions) · 37 analysts · 201 companies
  3. 2025 Q1315 questions · challenge rate 13% (42 of 315 questions) · 40 analysts · 218 companies
  4. 2025 Q2265 questions · challenge rate 9% (24 of 265 questions) · 37 analysts · 187 companies
  5. 2025 Q3285 questions · challenge rate 11% (32 of 285 questions) · 41 analysts · 204 companies
  6. 2025 Q4296 questions · challenge rate 9% (27 of 296 questions) · 43 analysts · 219 companies
  7. 2026 Q1318 questions · challenge rate 13% (41 of 318 questions) · 40 analysts · 220 companies
  8. 2026 Q2288 questions · challenge rate 10% (29 of 288 questions) · 38 analysts · 221 companies
  9. 2026 Q353 questions · challenge rate 11% (6 of 53 questions) · 15 analysts · 42 companies

Topics and sectors

Topics tagged on this firm’s questions

  • Demand583
  • Revenue Growth469
  • Margin437
  • Competitive Dynamics415
  • Pricing298
  • Capital Allocation248
  • Guidance Reliability197
  • Innovation & R&D175
  • Cost Pressure164
  • Cloud & AI163
Show all 23 topics
  • Product Launch145
  • M&A142
  • Capex Investment142
  • Regulation Policy116
  • Macroeconomic103
  • Trade Tariffs102
  • Geographic Expansion93
  • Credit68
  • Supply Chain58
  • Subscriber Growth39
  • Inventory20
  • Labor Market15
  • Fx12

Questions by company sector

  • Financial Services499
  • Healthcare335
  • Technology320
  • Consumer Cyclical265
  • Industrials203
  • Real Estate197
  • Consumer Defensive155
  • Utilities86
  • Energy42
  • Communication Services36
  • Basic Materials11