Northland Capital Markets

Technology (23)Industrials (6)

Analysts

Companies

Questions

17%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Trendsup to 8 quarters

Questions per Quarter

Questions

Challenging

Active Analysts

Companies Covered

Analysts5

Analyst	Coverage	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Nehal Chokshi	NTAP SMCI	16	25%
Tim Savageaux	CIEN

Focus Areas17 topics

Demand9Competitive Dynamics8Cloud & AI7Revenue Growth7Margin6Innovation & R&D5Regulation Policy3Geographic Expansion2Supply Chain2Macroeconomic2Product Launch2

Company Coverage6 companies

SMCISupermicro12q AXONAxon Enterprise Inc.5q CIENCiena Corporation5q NTAPNetApp4q TERTeradyne2q PWRQuanta Services1q