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Research firm

Morningstar

5 analysts asked questions on tracked earnings calls, covering 16 companies across 5 sectors.

Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).

Questions: 95on tracked calls
Challenge rate: 2%2 of 95 questions
Analysts: 5with 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
Travis Miller	10	70	1%1 of 70 questions
Jaime Katz	3	20	5%1 of 20 questions
Brian HanLimited sample	1	3	0%none of 3 questions
Will KirwanLimited sample	1	1	0%none of 1 question
Rajiv BhatiaLimited sample	1	1	0%none of 1 question

Travis Miller
10 companies · 70 questions
1%1 of 70 questions
Jaime Katz
3 companies · 20 questions
5%1 of 20 questions
Brian HanLimited sample
1 company · 3 questions
0%none of 3 questions
Will KirwanLimited sample
1 company · 1 question
0%none of 1 question
Rajiv BhatiaLimited sample
1 company · 1 question
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”.

Questions by calendar reporting period
Calendar period	Questions	Challenge rate	Analysts	Companies
2024 Q4	19	5%1 of 19 questions	4	12
2025 Q1	20	0%none of 20 questions	2	11
2025 Q2	12	0%none of 12 questions	4	7
2025 Q3	16	0%none of 16 questions	2	9
2025 Q4	11	0%none of 11 questions	2	6
2026 Q1	9	11%1 of 9 questions	3	6
2026 Q2	8	0%none of 8 questions	1	6

2024 Q419 questions · challenge rate 5% (1 of 19 questions) · 4 analysts · 12 companies
2025 Q120 questions · challenge rate 0% (none of 20 questions) · 2 analysts · 11 companies
2025 Q212 questions · challenge rate 0% (none of 12 questions) · 4 analysts · 7 companies
2025 Q316 questions · challenge rate 0% (none of 16 questions) · 2 analysts · 9 companies
2025 Q411 questions · challenge rate 0% (none of 11 questions) · 2 analysts · 6 companies
2026 Q19 questions · challenge rate 11% (1 of 9 questions) · 3 analysts · 6 companies
2026 Q28 questions · challenge rate 0% (none of 8 questions) · 1 analyst · 6 companies

Topics and sectors

Topics tagged on this firm’s questions

Regulation Policy33
Capex Investment27
Demand27
Cloud & AI10
Competitive Dynamics10
Capital Allocation9
Margin8
Cost Pressure8
Revenue Growth8
Guidance Reliability6

Show all 21 topics

Pricing4
Supply Chain4
Innovation & R&D4
Macroeconomic3
M&A2
Geographic Expansion1
Credit1
Subscriber Growth1
Inventory1
Product Launch1
Labor Market1

Questions by company sector

Utilities70
Consumer Cyclical20
Communication Services3
Financial Services1
Technology1