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Research firm
New Street Research
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 89on tracked calls
- Challenge rate
- 9%8 of 89 questions
- Analysts
- 7with at least one question
- Companies
- 19questioned 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 |
|---|---|---|---|
| Dave Barden | 8 | 34 | 18%6 of 34 questions |
| Jonathan Chaplin | 6 | 17 | 0%none of 17 questions |
| Antoine Chkaiban | 4 | 13 | 0%none of 13 questions |
| Dan Salmon | 4 | 12 | 0%none of 12 questions |
| Pierre FerraguLimited sample | 3 | 7 | 14%1 of 7 questions |
| Vikash HarlalkaLimited sample | 1 | 5 | 20%1 of 5 questions |
| Ryan SmythLimited sample | 1 | 1 | 0%none of 1 question |
- Dave Barden8 companies · 34 questions18%6 of 34 questions
- Jonathan Chaplin6 companies · 17 questions0%none of 17 questions
- Antoine Chkaiban4 companies · 13 questions0%none of 13 questions
- Dan Salmon4 companies · 12 questions0%none of 12 questions
- 14%1 of 7 questions
- 20%1 of 5 questions
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- TMUST-Mobile US, Inc.10 questions
- ECHOEchoStar Corporation9 questions
- CHTRCharter Communications8 questions
- TAT&T7 questions
- ANETArista Networks6 questions
- CCICrown Castle6 questions
- SBACSBA Communications6 questions
- SNAPSnap Inc.6 questions
- AMTAmerican Tower6 questions
- CSCOCisco Systems, Inc.5 questions
- TSLATesla, Inc.5 questions
- NFLXNetflix, Inc.4 questions
- CMCSAComcast3 questions
- NVDANVIDIA Corporation2 questions
- AMDAdvanced Micro Devices, Inc.2 questions
- TTDThe Trade Desk, Inc.1 question
- RDDTReddit, Inc.1 question
- DLRDigital Realty1 question
- VZVerizon Communications 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 Q4 | 22 | 0%none of 22 questions | 5 | 13 |
| 2025 Q1 | 14 | 7%1 of 14 questions | 4 | 12 |
| 2025 Q2 | 3 | 0%none of 3 questions | 3 | 3 |
| 2025 Q3 | 14 | 7%1 of 14 questions | 4 | 9 |
| 2025 Q4 | 12 | 33%4 of 12 questions | 4 | 8 |
| 2026 Q1 | 15 | 7%1 of 15 questions | 5 | 11 |
| 2026 Q2 | 9 | 11%1 of 9 questions | 5 | 8 |
- 2024 Q422 questions · challenge rate 0% (none of 22 questions) · 5 analysts · 13 companies
- 2025 Q114 questions · challenge rate 7% (1 of 14 questions) · 4 analysts · 12 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 3 analysts · 3 companies
- 2025 Q314 questions · challenge rate 7% (1 of 14 questions) · 4 analysts · 9 companies
- 2025 Q412 questions · challenge rate 33% (4 of 12 questions) · 4 analysts · 8 companies
- 2026 Q115 questions · challenge rate 7% (1 of 15 questions) · 5 analysts · 11 companies
- 2026 Q29 questions · challenge rate 11% (1 of 9 questions) · 5 analysts · 8 companies
Topics and sectors
Topics tagged on this firm’s questions
- Competitive Dynamics25
- Innovation & R&D18
- Demand16
- Cloud & AI15
- Capital Allocation13
- Revenue Growth12
- Capex Investment11
- Regulation Policy10
- Subscriber Growth10
- M&A8
Show all 19 topics
- Product Launch7
- Credit4
- Margin4
- Cost Pressure4
- Pricing4
- Macroeconomic4
- Geographic Expansion3
- Guidance Reliability2
- Supply Chain2
Questions by company sector
- Communication Services40
- Technology25
- Real Estate19
- Consumer Cyclical5