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Research firm
Guggenheim
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 388on tracked calls
- Challenge rate
- 9%33 of 388 questions
- Analysts
- 28with at least one question
- Companies
- 84questioned 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 |
|---|---|---|---|
| Steve Forbes | 8 | 51 | 2%1 of 51 questions |
| Mike Morris | 8 | 43 | 14%6 of 43 questions |
| John Heinbockel | 5 | 39 | 5%2 of 39 questions |
| John DiFucci | 9 | 35 | 11%4 of 35 questions |
| Vamil Divan | 5 | 30 | 13%4 of 30 questions |
| Greg Francfort | 7 | 26 | 4%1 of 26 questions |
| Jason Cassorla | 5 | 26 | 4%1 of 26 questions |
| Jonathan Lee | 3 | 23 | 17%4 of 23 questions |
| Simeon Siegel | 4 | 14 | 0%none of 14 questions |
| Seamus Fernandez | 2 | 14 | 7%1 of 14 questions |
- Steve Forbes8 companies · 51 questions2%1 of 51 questions
- Mike Morris8 companies · 43 questions14%6 of 43 questions
- John Heinbockel5 companies · 39 questions5%2 of 39 questions
- John DiFucci9 companies · 35 questions11%4 of 35 questions
- Vamil Divan5 companies · 30 questions13%4 of 30 questions
- Greg Francfort7 companies · 26 questions4%1 of 26 questions
- Jason Cassorla5 companies · 26 questions4%1 of 26 questions
- Jonathan Lee3 companies · 23 questions17%4 of 23 questions
- Simeon Siegel4 companies · 14 questions0%none of 14 questions
- Seamus Fernandez2 companies · 14 questions7%1 of 14 questions
Show all 28 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Joe Osha | 7 | 14 | 14%2 of 14 questions |
| Howard Ma | 2 | 12 | 17%2 of 12 questions |
| Subbu Nambi | 3 | 11 | 9%1 of 11 questions |
| James KennedyLimited sample | 4 | 9 | 0%none of 9 questions |
| Konstantin LednevLimited sample | 4 | 8 | 13%1 of 8 questions |
| Michael SchmidtLimited sample | 1 | 7 | 14%1 of 7 questions |
| Subha NambiLimited sample | 1 | 7 | 0%none of 7 questions |
| Jacob SmithLimited sample | 2 | 5 | 0%none of 5 questions |
| Unknown AnalystLimited sample | 1 | 2 | 0%none of 2 questions |
| Zach DunnLimited sample | 1 | 2 | 50%1 of 2 questions |
| Alex PourrezaLimited sample | 1 | 2 | 0%none of 2 questions |
| Tamjit ChoudhuryLimited sample | 1 | 2 | 0%none of 2 questions |
| Colleen GarveyLimited sample | 1 | 1 | 0%none of 1 question |
| Dan KrizayLimited sample | 1 | 1 | 0%none of 1 question |
| Jake NivaschLimited sample | 1 | 1 | 0%none of 1 question |
| Ron JewsikowLimited sample | 1 | 1 | 0%none of 1 question |
| Tamjid ChowdhuryLimited sample | 1 | 1 | 100%1 of 1 question |
| Ricki LevitusLimited sample | 1 | 1 | 0%none of 1 question |
- Joe Osha7 companies · 14 questions14%2 of 14 questions
- Howard Ma2 companies · 12 questions17%2 of 12 questions
- Subbu Nambi3 companies · 11 questions9%1 of 11 questions
- 0%none of 9 questions
- 13%1 of 8 questions
- 14%1 of 7 questions
- 0%none of 7 questions
- 0%none of 5 questions
- 0%none of 2 questions
- 50%1 of 2 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 100%1 of 1 question
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- FOXFox Corporation (Class B)14 questions
- EPAMEPAM Systems13 questions
- AKAMAkamai Technologies11 questions
- KRKroger11 questions
- AZOAutoZone10 questions
- DISThe Walt Disney Company10 questions
- BMYBristol Myers Squibb10 questions
- LOWLowe's10 questions
- UHSUniversal Health Services10 questions
- ORCLOracle Corporation9 questions
- SYYSysco9 questions
- PEverpure, Inc.8 questions
- COSTCostco Wholesale Corporation8 questions
- DLTRDollar Tree8 questions
- PFEPfizer8 questions
- BBYBest Buy7 questions
- DPZDomino's7 questions
- JNJJohnson & Johnson7 questions
- ILMNIllumina, Inc.7 questions
- INCYIncyte7 questions
- LLYLilly (Eli)7 questions
- TEMTempus AI, Inc.7 questions
- NKENIKE, Inc.6 questions
- DRIDarden Restaurants6 questions
Show all 84 companies
- TSCOTractor Supply6 questions
- ABBVAbbVie6 questions
- HDThe Home Depot, Inc.6 questions
- ORLYO'Reilly Automotive6 questions
- CTSHCognizant6 questions
- WDAYWorkday, Inc.5 questions
- CICigna5 questions
- INSMInsmed Incorporated5 questions
- PWRQuanta Services5 questions
- SKYDSkydance Corporation5 questions
- MRKMerck & Co., Inc.5 questions
- SPOTSpotify Technology S.A.5 questions
- ULTAUlta Beauty5 questions
- ACNAccenture4 questions
- DDOGDatadog4 questions
- ELVElevance Health4 questions
- HUMHumana4 questions
- POOLPool Corporation4 questions
- MCDMcDonald's Corporation4 questions
- ROSTRoss Stores4 questions
- PAYXPaychex3 questions
- ARMArm Holdings3 questions
- CMGChipotle Mexican Grill3 questions
- WATWaters Corporation3 questions
- YUMYum! Brands3 questions
- DGDollar General3 questions
- HCAHCA Healthcare3 questions
- NFLXNetflix, Inc.3 questions
- ROKURoku, Inc.3 questions
- DDominion Energy3 questions
- CRWDCrowdStrike2 questions
- TJXTJX Companies2 questions
- ADPADP2 questions
- PANWPalo Alto Networks2 questions
- CAVACAVA Group, Inc.2 questions
- DLRDigital Realty2 questions
- PINSPinterest, Inc.2 questions
- TYLTyler Technologies2 questions
- FSLRFirst Solar2 questions
- GNRCGenerac2 questions
- RVTYRevvity2 questions
- CNPCenterPoint Energy2 questions
- DTEDTE Energy2 questions
- ETREntergy2 questions
- EXCExelon2 questions
- FEFirstEnergy2 questions
- LNTAlliant Energy2 questions
- PCGPG&E Corporation2 questions
- EIXEdison International2 questions
- PPLPPL Corporation2 questions
- CRMSalesforce, Inc.1 question
- VEEVVeeva Systems Inc.1 question
- ZSZscaler1 question
- OKLOOklo Inc.1 question
- SNOWSnowflake Inc.1 question
- EQIXEquinix1 question
- SBUXStarbucks1 question
- SMRNuScale Power Corporation1 question
- SNAPSnap Inc.1 question
- RIVNRivian Automotive, Inc.1 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 | 8 | 0%none of 8 questions | 4 | 6 |
| 2024 Q4 | 52 | 2%1 of 52 questions | 17 | 38 |
| 2025 Q1 | 62 | 5%3 of 62 questions | 19 | 42 |
| 2025 Q2 | 43 | 7%3 of 43 questions | 16 | 35 |
| 2025 Q3 | 51 | 14%7 of 51 questions | 13 | 40 |
| 2025 Q4 | 47 | 11%5 of 47 questions | 15 | 39 |
| 2026 Q1 | 53 | 11%6 of 53 questions | 17 | 44 |
| 2026 Q2 | 52 | 8%4 of 52 questions | 18 | 43 |
| 2026 Q3 | 20 | 20%4 of 20 questions | 9 | 16 |
- 2024 Q38 questions · challenge rate 0% (none of 8 questions) · 4 analysts · 6 companies
- 2024 Q452 questions · challenge rate 2% (1 of 52 questions) · 17 analysts · 38 companies
- 2025 Q162 questions · challenge rate 5% (3 of 62 questions) · 19 analysts · 42 companies
- 2025 Q243 questions · challenge rate 7% (3 of 43 questions) · 16 analysts · 35 companies
- 2025 Q351 questions · challenge rate 14% (7 of 51 questions) · 13 analysts · 40 companies
- 2025 Q447 questions · challenge rate 11% (5 of 47 questions) · 15 analysts · 39 companies
- 2026 Q153 questions · challenge rate 11% (6 of 53 questions) · 17 analysts · 44 companies
- 2026 Q252 questions · challenge rate 8% (4 of 52 questions) · 18 analysts · 43 companies
- 2026 Q320 questions · challenge rate 20% (4 of 20 questions) · 9 analysts · 16 companies
Topics and sectors
Topics tagged on this firm’s questions
- Competitive Dynamics98
- Demand94
- Revenue Growth87
- Innovation & R&D56
- Pricing55
- Margin55
- Product Launch50
- Capex Investment45
- Cloud & AI38
- Guidance Reliability36
Show all 22 topics
- Regulation Policy27
- Cost Pressure23
- Geographic Expansion23
- M&A18
- Subscriber Growth14
- Supply Chain13
- Trade Tariffs10
- Capital Allocation10
- Macroeconomic9
- Labor Market7
- Credit3
- Inventory1
Questions by company sector
- Healthcare101
- Consumer Cyclical89
- Technology72
- Communication Services43
- Consumer Defensive39
- Utilities22
- Industrials17
- Real Estate3
- Energy2