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Research firm
Fermium Research
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 33on tracked calls
- Challenge rate
- 12%4 of 33 questions
- Analysts
- 2with 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 |
|---|---|---|---|
| Frank Mitsch | 6 | 32 | 13%4 of 32 questions |
| Aziza GazievaLimited sample | 1 | 1 | 0%none of 1 question |
- Frank Mitsch6 companies · 32 questions13%4 of 32 questions
- 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 Q4 | 6 | 0%none of 6 questions | 1 | 5 |
| 2025 Q1 | 5 | 0%none of 5 questions | 1 | 4 |
| 2025 Q2 | 6 | 17%1 of 6 questions | 1 | 5 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 2 | 2 |
| 2025 Q4 | 3 | 0%none of 3 questions | 1 | 3 |
| 2026 Q1 | 5 | 0%none of 5 questions | 1 | 4 |
| 2026 Q2 | 6 | 33%2 of 6 questions | 1 | 5 |
- 2024 Q46 questions · challenge rate 0% (none of 6 questions) · 1 analyst · 5 companies
- 2025 Q15 questions · challenge rate 0% (none of 5 questions) · 1 analyst · 4 companies
- 2025 Q26 questions · challenge rate 17% (1 of 6 questions) · 1 analyst · 5 companies
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 2 analysts · 2 companies
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 1 analyst · 3 companies
- 2026 Q15 questions · challenge rate 0% (none of 5 questions) · 1 analyst · 4 companies
- 2026 Q26 questions · challenge rate 33% (2 of 6 questions) · 1 analyst · 5 companies
Topics and sectors
Topics tagged on this firm’s questions
- Capital Allocation10
- Demand8
- Margin7
- Pricing6
- Revenue Growth6
- Competitive Dynamics4
- Supply Chain3
- Macroeconomic2
- Innovation & R&D2
- Cost Pressure2
Show all 15 topics
- Guidance Reliability2
- Trade Tariffs2
- Regulation Policy1
- Fx1
- M&A1
Questions by company sector
- Basic Materials29
- Technology4