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Research firm

LightShed Partners

3 analysts asked questions on tracked earnings calls, covering 16 companies across 4 sectors.

Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).

Questions: 113on tracked calls
Challenge rate: 21%24 of 113 questions
Analysts: 3with at least one question
Companies: 16questioned 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
Rich Greenfield	9	65	25%16 of 65 questions
Brandon Ross	2	30	23%7 of 30 questions
Walter Piecyk	5	18	6%1 of 18 questions

Rich Greenfield
9 companies · 65 questions
25%16 of 65 questions
Brandon Ross
2 companies · 30 questions
23%7 of 30 questions
Walter Piecyk
5 companies · 18 questions
6%1 of 18 questions

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”.

Questions by calendar reporting period
Calendar period	Questions	Challenge rate	Analysts	Companies
2024 Q3	1	0%none of 1 question	1	1
2024 Q4	18	17%3 of 18 questions	3	10
2025 Q1	15	20%3 of 15 questions	3	11
2025 Q2	14	7%1 of 14 questions	3	9
2025 Q3	18	17%3 of 18 questions	3	10
2025 Q4	10	20%2 of 10 questions	2	7
2026 Q1	17	53%9 of 17 questions	3	11
2026 Q2	20	15%3 of 20 questions	3	12

2024 Q31 question · challenge rate 0% (none of 1 question) · 1 analyst · 1 company
2024 Q418 questions · challenge rate 17% (3 of 18 questions) · 3 analysts · 10 companies
2025 Q115 questions · challenge rate 20% (3 of 15 questions) · 3 analysts · 11 companies
2025 Q214 questions · challenge rate 7% (1 of 14 questions) · 3 analysts · 9 companies
2025 Q318 questions · challenge rate 17% (3 of 18 questions) · 3 analysts · 10 companies
2025 Q410 questions · challenge rate 20% (2 of 10 questions) · 2 analysts · 7 companies
2026 Q117 questions · challenge rate 53% (9 of 17 questions) · 3 analysts · 11 companies
2026 Q220 questions · challenge rate 15% (3 of 20 questions) · 3 analysts · 12 companies

Topics and sectors

Topics tagged on this firm’s questions

Competitive Dynamics45
Subscriber Growth26
Demand23
Product Launch23
Revenue Growth22
Innovation & R&D14
Pricing11
Regulation Policy10
Cloud & AI8
Capex Investment7

Show all 19 topics

M&A7
Capital Allocation6
Cost Pressure6
Margin5
Guidance Reliability3
Geographic Expansion2
Macroeconomic2
Credit1
Trade Tariffs1

Questions by company sector

Communication Services98
Technology10
Consumer Cyclical4
Real Estate1