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Research firm

Mizuho Securities

37 analysts asked questions on tracked earnings calls, covering 216 companies across 11 sectors.

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

Questions
1,116on tracked calls
Challenge rate
7%83 of 1,116 questions
Analysts
37with at least one question
Companies
216questioned 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
Anthony Crowdell251286%8 of 128 questions
Vijay Rakesh201010%none of 101 questions
John Roberts12836%5 of 83 questions
Haendel St. Juste138310%8 of 83 questions
Dan Dolev14829%7 of 82 questions
Brett Linzey11724%3 of 72 questions
Vikram Malhotra86313%8 of 63 questions
Ann Hynes126113%8 of 61 questions
Siti Panigrahi10544%2 of 54 questions
Ben Chaiken7464%2 of 46 questions
Show all 37 analysts
AnalystCompaniesQuestionsChallenge rate
Anthony Petrone7373%1 of 37 questions
Yaron Kinar113526%9 of 35 questions
Ravi Vaidya8346%2 of 34 questions
Edlain Rodriguez63415%5 of 34 questions
Steve Valiquette7310%none of 31 questions
Nitin Kumar9297%2 of 29 questions
Gregg Moskowitz82512%3 of 25 questions
David Bellinger72313%3 of 23 questions
Lloyd Walmsley51315%2 of 13 questions
Sean Kennedy5130%none of 13 questions
Gabriel Moreen5100%none of 10 questions
Christopher Jeffrey2100%none of 10 questions
John BaumgartnerLimited sample4922%2 of 9 questions
Maheep MandloiLimited sample3813%1 of 8 questions
Brad BowersLimited sample260%none of 6 questions
Graig SuvannavejhLimited sample150%none of 5 questions
Salim SyedLimited sample130%none of 3 questions
Georgi DinkovLimited sample230%none of 3 questions
Jim LeeLimited sample330%none of 3 questions
Mike StefanyLimited sample1250%1 of 2 questions
Willard GraingerLimited sample120%none of 2 questions
Unknown AnalystLimited sample1250%1 of 2 questions
Nick SetyanLimited sample120%none of 2 questions
Samuel LeeLimited sample110%none of 1 question
Dave BenjaminLimited sample110%none of 1 question
Dylan LibnerLimited sample110%none of 1 question
Phil WinslowLimited sample110%none of 1 question
  • Anthony Petrone
    7 companies · 37 questions
    3%1 of 37 questions
  • Yaron Kinar
    11 companies · 35 questions
    26%9 of 35 questions
  • Ravi Vaidya
    8 companies · 34 questions
    6%2 of 34 questions
  • Edlain Rodriguez
    6 companies · 34 questions
    15%5 of 34 questions
  • Steve Valiquette
    7 companies · 31 questions
    0%none of 31 questions
  • Nitin Kumar
    9 companies · 29 questions
    7%2 of 29 questions
  • Gregg Moskowitz
    8 companies · 25 questions
    12%3 of 25 questions
  • David Bellinger
    7 companies · 23 questions
    13%3 of 23 questions
  • Lloyd Walmsley
    5 companies · 13 questions
    15%2 of 13 questions
  • Sean Kennedy
    5 companies · 13 questions
    0%none of 13 questions
  • Gabriel Moreen
    5 companies · 10 questions
    0%none of 10 questions
  • Christopher Jeffrey
    2 companies · 10 questions
    0%none of 10 questions
  • John BaumgartnerLimited sample
    4 companies · 9 questions
    22%2 of 9 questions
  • Maheep MandloiLimited sample
    3 companies · 8 questions
    13%1 of 8 questions
  • Brad BowersLimited sample
    2 companies · 6 questions
    0%none of 6 questions
  • Graig SuvannavejhLimited sample
    1 company · 5 questions
    0%none of 5 questions
  • Salim SyedLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Georgi DinkovLimited sample
    2 companies · 3 questions
    0%none of 3 questions
  • Jim LeeLimited sample
    3 companies · 3 questions
    0%none of 3 questions
  • Mike StefanyLimited sample
    1 company · 2 questions
    50%1 of 2 questions
  • Willard GraingerLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Unknown AnalystLimited sample
    1 company · 2 questions
    50%1 of 2 questions
  • Nick SetyanLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Samuel LeeLimited sample
    1 company · 1 question
    0%none of 1 question
  • Dave BenjaminLimited sample
    1 company · 1 question
    0%none of 1 question
  • Dylan LibnerLimited sample
    1 company · 1 question
    0%none of 1 question
  • Phil WinslowLimited sample
    1 company · 1 question
    0%none of 1 question

Companies

Most questions first, counting every analyst at this firm.

Show all 216 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 Q3150%none of 15 questions712
2024 Q41567%11 of 156 questions23111
2025 Q11553%5 of 155 questions24116
2025 Q21554%6 of 155 questions23114
2025 Q31428%11 of 142 questions26110
2025 Q418110%19 of 181 questions27130
2026 Q116710%16 of 167 questions27123
2026 Q213111%14 of 131 questions24106
2026 Q3147%1 of 14 questions812
  1. 2024 Q315 questions · challenge rate 0% (none of 15 questions) · 7 analysts · 12 companies
  2. 2024 Q4156 questions · challenge rate 7% (11 of 156 questions) · 23 analysts · 111 companies
  3. 2025 Q1155 questions · challenge rate 3% (5 of 155 questions) · 24 analysts · 116 companies
  4. 2025 Q2155 questions · challenge rate 4% (6 of 155 questions) · 23 analysts · 114 companies
  5. 2025 Q3142 questions · challenge rate 8% (11 of 142 questions) · 26 analysts · 110 companies
  6. 2025 Q4181 questions · challenge rate 10% (19 of 181 questions) · 27 analysts · 130 companies
  7. 2026 Q1167 questions · challenge rate 10% (16 of 167 questions) · 27 analysts · 123 companies
  8. 2026 Q2131 questions · challenge rate 11% (14 of 131 questions) · 24 analysts · 106 companies
  9. 2026 Q314 questions · challenge rate 7% (1 of 14 questions) · 8 analysts · 12 companies

Topics and sectors

Topics tagged on this firm’s questions

  • Demand308
  • Competitive Dynamics202
  • Revenue Growth194
  • Pricing141
  • Margin131
  • Capital Allocation127
  • Regulation Policy126
  • Capex Investment124
  • Cloud & AI100
  • Product Launch84
Show all 23 topics
  • Guidance Reliability79
  • Innovation & R&D76
  • M&A72
  • Cost Pressure67
  • Macroeconomic58
  • Trade Tariffs50
  • Geographic Expansion49
  • Supply Chain37
  • Credit36
  • Subscriber Growth23
  • Labor Market15
  • Inventory10
  • Fx3

Questions by company sector

  • Technology228
  • Real Estate185
  • Utilities145
  • Healthcare144
  • Industrials98
  • Basic Materials88
  • Consumer Cyclical86
  • Financial Services83
  • Energy38
  • Consumer Defensive16
  • Communication Services5