Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Research firm
Needham
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 493on tracked calls
- Challenge rate
- 8%39 of 493 questions
- Analysts
- 35with at least one question
- Companies
- 82questioned 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 |
|---|---|---|---|
| Quinn Bolton | 12 | 85 | 8%7 of 85 questions |
| Ryan Koontz | 7 | 46 | 0%none of 46 questions |
| John Todaro | 7 | 46 | 15%7 of 46 questions |
| Kyle Peterson | 7 | 46 | 2%1 of 46 questions |
| Charles Shi | 7 | 37 | 30%11 of 37 questions |
| Mike Matson | 5 | 31 | 6%2 of 31 questions |
| Ryan MacDonald | 4 | 27 | 4%1 of 27 questions |
| Joshua Reilly | 3 | 22 | 0%none of 22 questions |
| Jim Ricchiuti | 2 | 20 | 0%none of 20 questions |
| Gerald Pascarelli | 5 | 17 | 12%2 of 17 questions |
- Quinn Bolton12 companies · 85 questions8%7 of 85 questions
- Ryan Koontz7 companies · 46 questions0%none of 46 questions
- John Todaro7 companies · 46 questions15%7 of 46 questions
- Kyle Peterson7 companies · 46 questions2%1 of 46 questions
- Charles Shi7 companies · 37 questions30%11 of 37 questions
- Mike Matson5 companies · 31 questions6%2 of 31 questions
- Ryan MacDonald4 companies · 27 questions4%1 of 27 questions
- Joshua Reilly3 companies · 22 questions0%none of 22 questions
- Jim Ricchiuti2 companies · 20 questions0%none of 20 questions
- Gerald Pascarelli5 companies · 17 questions12%2 of 17 questions
Show all 35 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Chris Pierce | 3 | 16 | 0%none of 16 questions |
| Bernie McTernan | 5 | 15 | 7%1 of 15 questions |
| Mayank Tandon | 1 | 12 | 0%none of 12 questions |
| Scott Berg | 2 | 10 | 10%1 of 10 questions |
| Laura Martin | 4 | 10 | 50%5 of 10 questions |
| David SaxonLimited sample | 2 | 9 | 0%none of 9 questions |
| Jeff HopsonLimited sample | 3 | 8 | 0%none of 8 questions |
| Nick DoyleLimited sample | 2 | 8 | 13%1 of 8 questions |
| Matt SheaLimited sample | 2 | 3 | 0%none of 3 questions |
| Matt DezortLimited sample | 1 | 3 | 0%none of 3 questions |
| Shadi MitwalliLimited sample | 2 | 3 | 0%none of 3 questions |
| Sean MilliganLimited sample | 1 | 3 | 0%none of 3 questions |
| Yu ShiLimited sample | 1 | 2 | 0%none of 2 questions |
| Neil YoungLimited sample | 1 | 2 | 0%none of 2 questions |
| Stefanos CristLimited sample | 2 | 2 | 0%none of 2 questions |
| Joe StringerLimited sample | 1 | 1 | 0%none of 1 question |
| John HopsonLimited sample | 1 | 1 | 0%none of 1 question |
| Joe ConwayLimited sample | 1 | 1 | 0%none of 1 question |
| Tom NiedemLimited sample | 1 | 1 | 0%none of 1 question |
| Shane MallyLimited sample | 1 | 1 | 0%none of 1 question |
| Bernard McTernanLimited sample | 1 | 1 | 0%none of 1 question |
| Matt CalitriLimited sample | 1 | 1 | 0%none of 1 question |
| Ian BlackLimited sample | 1 | 1 | 0%none of 1 question |
| Brian BidenLimited sample | 1 | 1 | 0%none of 1 question |
| Mackenzie HolleranLimited sample | 1 | 1 | 0%none of 1 question |
- Chris Pierce3 companies · 16 questions0%none of 16 questions
- Bernie McTernan5 companies · 15 questions7%1 of 15 questions
- Mayank Tandon1 company · 12 questions0%none of 12 questions
- Scott Berg2 companies · 10 questions10%1 of 10 questions
- Laura Martin4 companies · 10 questions50%5 of 10 questions
- 0%none of 9 questions
- 0%none of 8 questions
- 13%1 of 8 questions
- 0%none of 3 questions
- 0%none of 3 questions
- 0%none of 3 questions
- 0%none of 3 questions
- 0%none 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
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- STESteris15 questions
- MPWRMonolithic Power Systems14 questions
- FICOFair Isaac13 questions
- LITELumentum Holdings Inc.13 questions
- TDYTeledyne Technologies13 questions
- APLDApplied Digital Corp.12 questions
- CRDOCredo Technology Group Holding Ltd12 questions
- CIENCiena Corporation12 questions
- FFIVF5, Inc.12 questions
- SMCISupermicro12 questions
- SNPSSynopsys12 questions
- EVEREverQuote, Inc.12 questions
- RIOTRiot Platforms, Inc.11 questions
- SYKStryker Corporation11 questions
- PATHUiPath Inc.10 questions
- BRBroadridge Financial Solutions10 questions
- ONON Semiconductor10 questions
- TWLOTwilio Inc.10 questions
- KLACKLA Corporation9 questions
- CVNACarvana Co.9 questions
- EFXEquifax9 questions
- HIMSHims & Hers Health, Inc.9 questions
- IONQIonQ, Inc.9 questions
- CLSKCleanSpark, Inc.8 questions
Show all 82 companies
- DUOLDuolingo, Inc.8 questions
- VEEVVeeva Systems Inc.7 questions
- MCHPMicrochip Technology7 questions
- ANETArista Networks7 questions
- RGTIRigetti Computing, Inc.7 questions
- SOFISoFi Technologies, Inc.7 questions
- TYLTyler Technologies7 questions
- ZBRAZebra Technologies7 questions
- ACHRArcher Aviation Inc.7 questions
- SWKSSkyworks Solutions7 questions
- COOCooper Companies (The)6 questions
- CDNSCadence Design Systems6 questions
- QBTSD-Wave Quantum Inc.6 questions
- RKLBRocket Lab USA, Inc.6 questions
- TEMTempus AI, Inc.6 questions
- ALABAstera Labs, Inc. Common Stock6 questions
- CELHCelsius Holdings, Inc.6 questions
- ROKURoku, Inc.6 questions
- AXONAxon Enterprise Inc.6 questions
- MRVLMarvell Technology5 questions
- COHRCoherent, Inc.5 questions
- ARMArm Holdings4 questions
- AFRMAffirm Holdings, Inc.4 questions
- IRENIREN Limited4 questions
- CARTMaplebear Inc.4 questions
- CRCLCircle Internet Group4 questions
- DKNGDraftKings Inc.4 questions
- PMPhilip Morris International4 questions
- COINCoinbase Global4 questions
- HOODRobinhood Markets, Inc.4 questions
- TAPMolson Coors Beverage Company4 questions
- AMATApplied Materials4 questions
- APPApplovin Corp4 questions
- RMDResMed3 questions
- TSMTaiwan Semiconductor Manufacturing Company Limited3 questions
- ALGNAlign Technology3 questions
- DASHDoorDash3 questions
- GNRCGenerac3 questions
- CRWDCrowdStrike2 questions
- DISThe Walt Disney Company2 questions
- STZConstellation Brands2 questions
- FIGRFigure Technology Solutions, Inc. Class A Common Stock2 questions
- NXPINXP Semiconductors2 questions
- UUnity Software Inc.2 questions
- MUMicron Technology, Inc.2 questions
- HOLXHologic2 questions
- KLARKlarna Group plc1 question
- SKYDSkydance Corporation1 question
- AIC3.ai, Inc.1 question
- EBAYeBay1 question
- WDAYWorkday, Inc.1 question
- LRCXLam Research1 question
- RLRalph Lauren Corporation1 question
- GILDGilead Sciences1 question
- MOAltria1 question
- ZBHZimmer Biomet1 question
- LCIDLucid Group, Inc.1 question
- RDDTReddit, 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 | 16 | 31%5 of 16 questions | 8 | 10 |
| 2024 Q4 | 63 | 10%6 of 63 questions | 18 | 44 |
| 2025 Q1 | 62 | 6%4 of 62 questions | 18 | 46 |
| 2025 Q2 | 71 | 7%5 of 71 questions | 20 | 51 |
| 2025 Q3 | 70 | 6%4 of 70 questions | 23 | 50 |
| 2025 Q4 | 72 | 11%8 of 72 questions | 19 | 51 |
| 2026 Q1 | 75 | 8%6 of 75 questions | 19 | 53 |
| 2026 Q2 | 53 | 0%none of 53 questions | 19 | 40 |
| 2026 Q3 | 11 | 9%1 of 11 questions | 7 | 8 |
- 2024 Q316 questions · challenge rate 31% (5 of 16 questions) · 8 analysts · 10 companies
- 2024 Q463 questions · challenge rate 10% (6 of 63 questions) · 18 analysts · 44 companies
- 2025 Q162 questions · challenge rate 6% (4 of 62 questions) · 18 analysts · 46 companies
- 2025 Q271 questions · challenge rate 7% (5 of 71 questions) · 20 analysts · 51 companies
- 2025 Q370 questions · challenge rate 6% (4 of 70 questions) · 23 analysts · 50 companies
- 2025 Q472 questions · challenge rate 11% (8 of 72 questions) · 19 analysts · 51 companies
- 2026 Q175 questions · challenge rate 8% (6 of 75 questions) · 19 analysts · 53 companies
- 2026 Q253 questions · challenge rate 0% (none of 53 questions) · 19 analysts · 40 companies
- 2026 Q311 questions · challenge rate 9% (1 of 11 questions) · 7 analysts · 8 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand152
- Competitive Dynamics101
- Cloud & AI99
- Revenue Growth91
- Innovation & R&D82
- Product Launch75
- Margin51
- M&A38
- Capital Allocation38
- Capex Investment30
Show all 23 topics
- Geographic Expansion28
- Regulation Policy28
- Guidance Reliability25
- Pricing25
- Trade Tariffs15
- Supply Chain14
- Credit14
- Cost Pressure12
- Inventory12
- Subscriber Growth8
- Macroeconomic7
- Fx2
- Labor Market2
Questions by company sector
- Technology295
- Healthcare64
- Financial Services45
- Industrials31
- Communication Services25
- Consumer Defensive17
- Consumer Cyclical16