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Research firm
Oppenheimer
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 800on tracked calls
- Challenge rate
- 6%46 of 800 questions
- Analysts
- 35with at least one question
- Companies
- 139questioned 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 |
|---|---|---|---|
| Rupesh Parikh | 10 | 76 | 1%1 of 76 questions |
| Noah Kaye | 9 | 72 | 3%2 of 72 questions |
| Ken Wong | 7 | 63 | 6%4 of 63 questions |
| Kristen Owen | 8 | 56 | 0%none of 56 questions |
| Chris Glynn | 8 | 54 | 0%none of 54 questions |
| Brian Nagel | 9 | 44 | 11%5 of 44 questions |
| Jason Helfstein | 9 | 44 | 14%6 of 44 questions |
| Brent Thielman | 6 | 43 | 5%2 of 43 questions |
| Scott Schneeberger | 6 | 40 | 5%2 of 40 questions |
| Bryan Blair | 4 | 38 | 3%1 of 38 questions |
- Rupesh Parikh10 companies · 76 questions1%1 of 76 questions
- Noah Kaye9 companies · 72 questions3%2 of 72 questions
- Ken Wong7 companies · 63 questions6%4 of 63 questions
- Kristen Owen8 companies · 56 questions0%none of 56 questions
- Chris Glynn8 companies · 54 questions0%none of 54 questions
- Brian Nagel9 companies · 44 questions11%5 of 44 questions
- Jason Helfstein9 companies · 44 questions14%6 of 44 questions
- Brent Thielman6 companies · 43 questions5%2 of 43 questions
- Scott Schneeberger6 companies · 40 questions5%2 of 40 questions
- Bryan Blair4 companies · 38 questions3%1 of 38 questions
Show all 35 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Jed Kelly | 5 | 35 | 9%3 of 35 questions |
| Rayna Kumar | 10 | 31 | 3%1 of 31 questions |
| Brian Bittner | 5 | 27 | 15%4 of 27 questions |
| Martin Yang | 4 | 22 | 0%none of 22 questions |
| Ittai Kidron | 7 | 21 | 24%5 of 21 questions |
| Colin Rusch | 3 | 21 | 0%none of 21 questions |
| Mike Phillips | 3 | 15 | 27%4 of 15 questions |
| Param Singh | 3 | 15 | 0%none of 15 questions |
| Rick Schafer | 1 | 14 | 0%none of 14 questions |
| Jay Olson | 3 | 14 | 0%none of 14 questions |
| Tim Horan | 8 | 13 | 8%1 of 13 questions |
| Edward Yang | 3 | 11 | 9%1 of 11 questions |
| Brian SchwartzLimited sample | 3 | 5 | 20%1 of 5 questions |
| Erica EilahLimited sample | 2 | 5 | 0%none of 5 questions |
| Kostas BiliourisLimited sample | 1 | 4 | 25%1 of 4 questions |
| Suraj KaliaLimited sample | 2 | 3 | 0%none of 3 questions |
| Tony CyganovichLimited sample | 1 | 2 | 0%none of 2 questions |
| Andre AdamsLimited sample | 1 | 2 | 0%none of 2 questions |
| Chris KotowskiLimited sample | 2 | 2 | 50%1 of 2 questions |
| Dan HultbergLimited sample | 1 | 2 | 0%none of 2 questions |
| Konstantinos BiliourisLimited sample | 1 | 2 | 50%1 of 2 questions |
| Matt BieglerLimited sample | 1 | 1 | 0%none of 1 question |
| Unknown AnalystLimited sample | 1 | 1 | 0%none of 1 question |
| Mason ManorLimited sample | 1 | 1 | 0%none of 1 question |
| Christian OwenLimited sample | 1 | 1 | 0%none of 1 question |
- Jed Kelly5 companies · 35 questions9%3 of 35 questions
- Rayna Kumar10 companies · 31 questions3%1 of 31 questions
- Brian Bittner5 companies · 27 questions15%4 of 27 questions
- Martin Yang4 companies · 22 questions0%none of 22 questions
- Ittai Kidron7 companies · 21 questions24%5 of 21 questions
- Colin Rusch3 companies · 21 questions0%none of 21 questions
- Mike Phillips3 companies · 15 questions27%4 of 15 questions
- Param Singh3 companies · 15 questions0%none of 15 questions
- Rick Schafer1 company · 14 questions0%none of 14 questions
- Jay Olson3 companies · 14 questions0%none of 14 questions
- Tim Horan8 companies · 13 questions8%1 of 13 questions
- Edward Yang3 companies · 11 questions9%1 of 11 questions
- 20%1 of 5 questions
- 0%none of 5 questions
- 25%1 of 4 questions
- 0%none of 3 questions
- 0%none of 2 questions
- 0%none of 2 questions
- 50%1 of 2 questions
- 0%none of 2 questions
- 50%1 of 2 questions
- 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.
- FIXComfort Systems USA, Inc.19 questions
- EMEEMCOR Group, Inc.16 questions
- WMWaste Management16 questions
- RSGRepublic Services15 questions
- MPWRMonolithic Power Systems14 questions
- TRMBTrimble Inc.14 questions
- HRLHormel Foods13 questions
- CINFCincinnati Financial13 questions
- EVEREverQuote, Inc.13 questions
- GDDYGoDaddy13 questions
- GWWW. W. Grainger13 questions
- JKHYJack Henry & Associates12 questions
- AOSA. O. Smith12 questions
- CHDChurch & Dwight12 questions
- IEXIDEX Corporation12 questions
- LIILennox International12 questions
- ROPRoper Technologies12 questions
- URIUnited Rentals12 questions
- ADSKAutodesk11 questions
- VEEVVeeva Systems Inc.11 questions
- NTAPNetApp11 questions
- NDSNNordson Corporation11 questions
- BEBloom Energy Corporation11 questions
- CVNACarvana Co.11 questions
Show all 139 companies
- DLTRDollar Tree11 questions
- POOLPool Corporation11 questions
- TTTrane Technologies11 questions
- APPApplovin Corp10 questions
- CFCF Industries10 questions
- PNRPentair10 questions
- KRKroger9 questions
- LMNDLemonade, Inc.9 questions
- SNASnap-on9 questions
- TGTTarget Corporation9 questions
- TTWOTake-Two Interactive8 questions
- COSTCostco Wholesale Corporation8 questions
- AZOAutoZone8 questions
- DPZDomino's8 questions
- PTCPTC Inc.8 questions
- CMICummins8 questions
- CTASCintas8 questions
- DGDollar General8 questions
- EXPEExpedia Group8 questions
- LOWLowe's8 questions
- ALBAlbemarle Corporation8 questions
- DRIDarden Restaurants7 questions
- DEDeere & Company7 questions
- ABNBAirbnb7 questions
- CARTMaplebear Inc.7 questions
- IFFInternational Flavors & Fragrances7 questions
- MOSMosaic Company (The)7 questions
- TELTE Connectivity6 questions
- ALNYAlnylam Pharmaceuticals6 questions
- AMEAmetek6 questions
- CATCaterpillar Inc.6 questions
- CTVACorteva6 questions
- DASHDoorDash6 questions
- DKNGDraftKings Inc.6 questions
- HUBBHubbell Incorporated6 questions
- INCYIncyte6 questions
- QQnity Electronics, Inc.6 questions
- RDDTReddit, Inc.6 questions
- YUMYum! Brands6 questions
- TYLTyler Technologies6 questions
- BBYBest Buy5 questions
- ELEstée Lauder Companies (The)5 questions
- ZSZscaler5 questions
- AMGNAmgen Inc.5 questions
- DDOGDatadog5 questions
- ECLEcolab5 questions
- TTDThe Trade Desk, Inc.5 questions
- CMGChipotle Mexican Grill5 questions
- JCIJohnson Controls5 questions
- MDBMongoDB, Inc.4 questions
- FICOFair Isaac4 questions
- KLACKLA Corporation4 questions
- ROKRockwell Automation4 questions
- VMCVulcan Materials Company4 questions
- VRTVertiv Holdings Co4 questions
- LULULululemon Athletica4 questions
- XYLXylem Inc.4 questions
- XYZBlock, Inc.4 questions
- INTUIntuit4 questions
- PEverpure, Inc.3 questions
- WMTWalmart Inc.3 questions
- MAMastercard3 questions
- PINSPinterest, Inc.3 questions
- ULTAUlta Beauty3 questions
- BIIBBiogen3 questions
- ROKURoku, Inc.3 questions
- UUnity Software Inc.3 questions
- WSMWilliams-Sonoma3 questions
- FTNTFortinet3 questions
- NFLXNetflix, Inc.3 questions
- NKENIKE, Inc.2 questions
- EFXEquifax2 questions
- FSLRFirst Solar2 questions
- SHOPShopify2 questions
- SPOTSpotify Technology S.A.2 questions
- DLRDigital Realty2 questions
- FERGFerguson plc2 questions
- FISFidelity National Information Services2 questions
- GNRCGenerac2 questions
- HDThe Home Depot, Inc.2 questions
- TMUST-Mobile US, Inc.2 questions
- TWLOTwilio Inc.2 questions
- CPAYCorpay2 questions
- MLMMartin Marietta Materials2 questions
- NOWServiceNow2 questions
- SOUNSoundHound AI, Inc.2 questions
- VVisa Inc.2 questions
- AIC3.ai, Inc.2 questions
- RMDResMed2 questions
- ASTSAST SpaceMobile, Inc.2 questions
- ECHOEchoStar Corporation2 questions
- AFRMAffirm Holdings, Inc.1 question
- AKAMAkamai Technologies1 question
- BKNGBooking Holdings1 question
- CRWDCrowdStrike1 question
- TEAMAtlassian1 question
- COINCoinbase Global1 question
- GLWCorning Inc.1 question
- LRCXLam Research1 question
- ORLYO'Reilly Automotive1 question
- ABTAbbott Laboratories1 question
- MCDMcDonald's Corporation1 question
- PATHUiPath Inc.1 question
- PWRQuanta Services1 question
- JPMJPMorgan Chase & Co.1 question
- VZVerizon Communications Inc.1 question
- CRHCRH plc1 question
- EMREmerson Electric1 question
- EQIXEquinix1 question
- GILDGilead Sciences1 question
- PGRProgressive Corporation1 question
- CARRCarrier Global1 question
- KKRKKR1 question
- TAT&T1 question
- TRVThe Travelers Companies, 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 | 9 | 11%1 of 9 questions | 6 | 8 |
| 2024 Q4 | 108 | 6%6 of 108 questions | 27 | 76 |
| 2025 Q1 | 105 | 5%5 of 105 questions | 24 | 75 |
| 2025 Q2 | 114 | 9%10 of 114 questions | 25 | 80 |
| 2025 Q3 | 108 | 5%5 of 108 questions | 22 | 75 |
| 2025 Q4 | 122 | 7%9 of 122 questions | 26 | 79 |
| 2026 Q1 | 109 | 6%6 of 109 questions | 23 | 72 |
| 2026 Q2 | 104 | 4%4 of 104 questions | 23 | 79 |
| 2026 Q3 | 21 | 0%none of 21 questions | 8 | 16 |
- 2024 Q39 questions · challenge rate 11% (1 of 9 questions) · 6 analysts · 8 companies
- 2024 Q4108 questions · challenge rate 6% (6 of 108 questions) · 27 analysts · 76 companies
- 2025 Q1105 questions · challenge rate 5% (5 of 105 questions) · 24 analysts · 75 companies
- 2025 Q2114 questions · challenge rate 9% (10 of 114 questions) · 25 analysts · 80 companies
- 2025 Q3108 questions · challenge rate 5% (5 of 108 questions) · 22 analysts · 75 companies
- 2025 Q4122 questions · challenge rate 7% (9 of 122 questions) · 26 analysts · 79 companies
- 2026 Q1109 questions · challenge rate 6% (6 of 109 questions) · 23 analysts · 72 companies
- 2026 Q2104 questions · challenge rate 4% (4 of 104 questions) · 23 analysts · 79 companies
- 2026 Q321 questions · challenge rate 0% (none of 21 questions) · 8 analysts · 16 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand219
- Revenue Growth179
- Competitive Dynamics176
- Margin150
- Innovation & R&D90
- Pricing84
- Cloud & AI79
- Guidance Reliability79
- Cost Pressure64
- Product Launch63
Show all 23 topics
- M&A57
- Capital Allocation53
- Geographic Expansion48
- Macroeconomic41
- Trade Tariffs39
- Capex Investment34
- Regulation Policy33
- Supply Chain28
- Subscriber Growth23
- Inventory14
- Labor Market11
- Credit3
- Fx2
Questions by company sector
- Industrials269
- Technology192
- Consumer Cyclical96
- Consumer Defensive78
- Basic Materials50
- Communication Services42
- Healthcare35
- Financial Services33
- Real Estate3
- Energy2