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Research firm

MoffettNathanson

6 analysts asked questions on tracked earnings calls, covering 31 companies across 4 sectors.

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

Questions
203on tracked calls
Challenge rate
8%16 of 203 questions
Analysts
6with at least one question
Companies
31questioned 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
Robert Fishman75812%7 of 58 questions
Nick Del Deo5470%none of 47 questions
Michael Morton63711%4 of 37 questions
Craig Moffett6303%1 of 30 questions
Michael Nathanson42015%3 of 20 questions
Clay Griffin3119%1 of 11 questions

Companies

Most questions first, counting every analyst at this firm.

Show all 31 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 Q350%none of 5 questions23
2024 Q43415%5 of 34 questions621
2025 Q1225%1 of 22 questions517
2025 Q2307%2 of 30 questions621
2025 Q3277%2 of 27 questions620
2025 Q4274%1 of 27 questions520
2026 Q12910%3 of 29 questions621
2026 Q2297%2 of 29 questions621
  1. 2024 Q35 questions · challenge rate 0% (none of 5 questions) · 2 analysts · 3 companies
  2. 2024 Q434 questions · challenge rate 15% (5 of 34 questions) · 6 analysts · 21 companies
  3. 2025 Q122 questions · challenge rate 5% (1 of 22 questions) · 5 analysts · 17 companies
  4. 2025 Q230 questions · challenge rate 7% (2 of 30 questions) · 6 analysts · 21 companies
  5. 2025 Q327 questions · challenge rate 7% (2 of 27 questions) · 6 analysts · 20 companies
  6. 2025 Q427 questions · challenge rate 4% (1 of 27 questions) · 5 analysts · 20 companies
  7. 2026 Q129 questions · challenge rate 10% (3 of 29 questions) · 6 analysts · 21 companies
  8. 2026 Q229 questions · challenge rate 7% (2 of 29 questions) · 6 analysts · 21 companies

Topics and sectors

Topics tagged on this firm’s questions

  • Competitive Dynamics84
  • Demand40
  • Capex Investment37
  • Cloud & AI36
  • Revenue Growth30
  • Innovation & R&D26
  • Margin23
  • Subscriber Growth19
  • Capital Allocation19
  • M&A17
Show all 20 topics
  • Pricing15
  • Product Launch14
  • Geographic Expansion13
  • Cost Pressure9
  • Regulation Policy8
  • Guidance Reliability5
  • Trade Tariffs4
  • Supply Chain3
  • Macroeconomic3
  • Credit2

Questions by company sector

  • Communication Services104
  • Real Estate47
  • Technology34
  • Consumer Cyclical18