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Research firm
RBC Capital Markets
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 1,603on tracked calls
- Challenge rate
- 6%103 of 1,603 questions
- Analysts
- 66with at least one question
- Companies
- 262questioned 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 |
|---|---|---|---|
| Deane Dray | 18 | 193 | 2%4 of 193 questions |
| Gerard Cassidy | 17 | 189 | 4%8 of 189 questions |
| Ashish Sabadra | 18 | 106 | 11%12 of 106 questions |
| Brad Heffern | 10 | 70 | 11%8 of 70 questions |
| Matt Hedberg | 12 | 66 | 2%1 of 66 questions |
| Arun Viswanathan | 10 | 59 | 7%4 of 59 questions |
| Scott Hanold | 7 | 59 | 2%1 of 59 questions |
| Dan Leonard | 8 | 52 | 8%4 of 52 questions |
| Mike Dahl | 6 | 51 | 24%12 of 51 questions |
| Mike Carroll | 5 | 45 | 4%2 of 45 questions |
- Deane Dray18 companies · 193 questions2%4 of 193 questions
- Gerard Cassidy17 companies · 189 questions4%8 of 189 questions
- Ashish Sabadra18 companies · 106 questions11%12 of 106 questions
- Brad Heffern10 companies · 70 questions11%8 of 70 questions
- Matt Hedberg12 companies · 66 questions2%1 of 66 questions
- Arun Viswanathan10 companies · 59 questions7%4 of 59 questions
- Scott Hanold7 companies · 59 questions2%1 of 59 questions
- Dan Leonard8 companies · 52 questions8%4 of 52 questions
- Mike Dahl6 companies · 51 questions24%12 of 51 questions
- Mike Carroll5 companies · 45 questions4%2 of 45 questions
Show all 66 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Stephen D'Ambrisi | 11 | 44 | 9%4 of 44 questions |
| Ken Herbert | 10 | 43 | 2%1 of 43 questions |
| Srini Pajjuri | 10 | 41 | 12%5 of 41 questions |
| Sabahat Khan | 5 | 38 | 0%none of 38 questions |
| Ben Hendrix | 7 | 36 | 11%4 of 36 questions |
| Dan Perlin | 6 | 30 | 7%2 of 30 questions |
| Rishi Jaluria | 8 | 30 | 7%2 of 30 questions |
| Jon Atkin | 6 | 28 | 4%1 of 28 questions |
| Shagun Singh | 7 | 27 | 15%4 of 27 questions |
| Nik Modi | 13 | 27 | 22%6 of 27 questions |
| Brian Abrahams | 5 | 23 | 4%1 of 23 questions |
| Matthew McKellar | 3 | 21 | 0%none of 21 questions |
| Trung Huynh | 7 | 19 | 5%1 of 19 questions |
| Dave Papadogonas | 7 | 19 | 0%none of 19 questions |
| Chris Dendrinos | 3 | 19 | 5%1 of 19 questions |
| Andrew Wong | 2 | 18 | 11%2 of 18 questions |
| Walter Spracklin | 3 | 17 | 18%3 of 17 questions |
| Tom Narayan | 4 | 16 | 0%none of 16 questions |
| Matt Swanson | 4 | 15 | 0%none of 15 questions |
| Biraj Borkhataria | 2 | 14 | 29%4 of 14 questions |
| Luca Issi | 3 | 14 | 21%3 of 14 questions |
| Jon Arfstrom | 1 | 14 | 0%none of 14 questions |
| Dan Bergstrom | 1 | 12 | 0%none of 12 questions |
| Thomas Leddy | 5 | 11 | 9%1 of 11 questions |
| Josh Wolfson | 1 | 11 | 0%none of 11 questions |
| Mike RichardsLimited sample | 5 | 9 | 0%none of 9 questions |
| Keith MackeyLimited sample | 2 | 8 | 0%none of 8 questions |
| Drew McReynoldsLimited sample | 1 | 8 | 13%1 of 8 questions |
| Will QiLimited sample | 3 | 7 | 0%none of 7 questions |
| Bart DziarskiLimited sample | 4 | 7 | 0%none of 7 questions |
| Rowland MayorLimited sample | 2 | 7 | 0%none of 7 questions |
| Kenneth LeeLimited sample | 1 | 6 | 0%none of 6 questions |
| Brad EricksonLimited sample | 3 | 6 | 0%none of 6 questions |
| Nick HousdenLimited sample | 2 | 6 | 17%1 of 6 questions |
| Conor McNamaraLimited sample | 3 | 6 | 0%none of 6 questions |
| Leonid TimashevLimited sample | 1 | 6 | 0%none of 6 questions |
| Logan ReichLimited sample | 3 | 6 | 0%none of 6 questions |
| Elvira ScottoLimited sample | 3 | 5 | 0%none of 5 questions |
| Craig Wong-PanLimited sample | 1 | 4 | 0%none of 4 questions |
| Will ChiLimited sample | 1 | 4 | 0%none of 4 questions |
| Sanika MerchantLimited sample | 1 | 4 | 0%none of 4 questions |
| Irene NattelLimited sample | 1 | 3 | 0%none of 3 questions |
| Sahil ManochaLimited sample | 2 | 3 | 0%none of 3 questions |
| Gautam NarayanLimited sample | 1 | 2 | 0%none of 2 questions |
| Scott HeleniakLimited sample | 1 | 2 | 0%none of 2 questions |
| Steve DeBrisseyLimited sample | 1 | 2 | 0%none of 2 questions |
| Adam HamiltonLimited sample | 1 | 2 | 0%none of 2 questions |
| Matthew RoswellLimited sample | 1 | 2 | 0%none of 2 questions |
| Ricardo MorenoLimited sample | 1 | 2 | 0%none of 2 questions |
| Ryan HalstedLimited sample | 1 | 2 | 0%none of 2 questions |
| Paul TreiberLimited sample | 1 | 2 | 0%none of 2 questions |
| Piral DattaniaLimited sample | 1 | 1 | 0%none of 1 question |
| Kendall AuLimited sample | 1 | 1 | 0%none of 1 question |
| Roland MeyerLimited sample | 1 | 1 | 0%none of 1 question |
| Unknown AnalystLimited sample | 1 | 1 | 0%none of 1 question |
| Mark WilsonLimited sample | 1 | 1 | 0%none of 1 question |
- Stephen D'Ambrisi11 companies · 44 questions9%4 of 44 questions
- Ken Herbert10 companies · 43 questions2%1 of 43 questions
- Srini Pajjuri10 companies · 41 questions12%5 of 41 questions
- Sabahat Khan5 companies · 38 questions0%none of 38 questions
- Ben Hendrix7 companies · 36 questions11%4 of 36 questions
- Dan Perlin6 companies · 30 questions7%2 of 30 questions
- Rishi Jaluria8 companies · 30 questions7%2 of 30 questions
- Jon Atkin6 companies · 28 questions4%1 of 28 questions
- Shagun Singh7 companies · 27 questions15%4 of 27 questions
- Nik Modi13 companies · 27 questions22%6 of 27 questions
- Brian Abrahams5 companies · 23 questions4%1 of 23 questions
- Matthew McKellar3 companies · 21 questions0%none of 21 questions
- Trung Huynh7 companies · 19 questions5%1 of 19 questions
- Dave Papadogonas7 companies · 19 questions0%none of 19 questions
- Chris Dendrinos3 companies · 19 questions5%1 of 19 questions
- Andrew Wong2 companies · 18 questions11%2 of 18 questions
- Walter Spracklin3 companies · 17 questions18%3 of 17 questions
- Tom Narayan4 companies · 16 questions0%none of 16 questions
- Matt Swanson4 companies · 15 questions0%none of 15 questions
- Biraj Borkhataria2 companies · 14 questions29%4 of 14 questions
- Luca Issi3 companies · 14 questions21%3 of 14 questions
- Jon Arfstrom1 company · 14 questions0%none of 14 questions
- Dan Bergstrom1 company · 12 questions0%none of 12 questions
- Thomas Leddy5 companies · 11 questions9%1 of 11 questions
- Josh Wolfson1 company · 11 questions0%none of 11 questions
- 0%none of 9 questions
- 0%none of 8 questions
- 13%1 of 8 questions
- 0%none of 7 questions
- 0%none of 7 questions
- 0%none of 7 questions
- 0%none of 6 questions
- 0%none of 6 questions
- 17%1 of 6 questions
- 0%none of 6 questions
- 0%none of 6 questions
- 0%none of 6 questions
- 0%none of 5 questions
- 0%none of 4 questions
- 0%none of 4 questions
- 0%none of 4 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 2 questions
- 0%none of 2 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
Companies
Most questions first, counting every analyst at this firm.
- FICOFair Isaac15 questions
- JPMJPMorgan Chase & Co.15 questions
- IEXIDEX Corporation15 questions
- GENGen Digital14 questions
- AAgilent Technologies14 questions
- BACBank of America14 questions
- GSThe Goldman Sachs Group, Inc.14 questions
- BEBloom Energy Corporation14 questions
- BLDRBuilders FirstSource14 questions
- CARRCarrier Global14 questions
- FITBFifth Third Bancorp14 questions
- HBANHuntington Bancshares14 questions
- PNCPNC Financial Services14 questions
- RFRegions Financial Corporation14 questions
- TECHBio-Techne14 questions
- VLTOVeralto14 questions
- VTRVentas14 questions
- XYLXylem Inc.14 questions
- CCitigroup13 questions
- EXEExpand Energy13 questions
- FTVFortive13 questions
- MTBM&T Bank13 questions
- NTRSNorthern Trust13 questions
- ORealty Income13 questions
Show all 262 companies
- PNRPentair13 questions
- ROPRoper Technologies13 questions
- AMEAmetek12 questions
- BNYBNY Mellon12 questions
- CFCF Industries12 questions
- ESSEssex Property Trust12 questions
- ETNEaton Corporation12 questions
- HONHoneywell International Inc.12 questions
- JJacobs Solutions12 questions
- LIILennox International12 questions
- MASMasco12 questions
- WFCWells Fargo12 questions
- WMWaste Management12 questions
- BALLBall Corporation12 questions
- BRBroadridge Financial Solutions11 questions
- TDGTransDigm Group11 questions
- EOGEOG Resources11 questions
- FANGDiamondback Energy11 questions
- GWWW. W. Grainger11 questions
- NEMNewmont11 questions
- NETCloudflare, Inc.11 questions
- PHMPulteGroup11 questions
- USBU.S. Bancorp11 questions
- AREAlexandria Real Estate Equities11 questions
- PAYXPaychex10 questions
- DOCHealthpeak Properties10 questions
- EFXEquifax10 questions
- KEYKeyCorp10 questions
- MAAMid-America Apartment Communities10 questions
- ROLRollins, Inc.10 questions
- STTState Street Corporation10 questions
- WYWeyerhaeuser10 questions
- VEEVVeeva Systems Inc.9 questions
- DHID. R. Horton9 questions
- EMREmerson Electric9 questions
- FFIVF5, Inc.9 questions
- ALBAlbemarle Corporation9 questions
- IPInternational Paper9 questions
- MMM3M Company9 questions
- PNWPinnacle West9 questions
- RSGRepublic Services9 questions
- TFCTruist Financial9 questions
- TTTrane Technologies9 questions
- DDDuPont9 questions
- CRWDCrowdStrike8 questions
- IOTSamsara Inc.8 questions
- PATHUiPath Inc.8 questions
- CTASCintas8 questions
- FDSFactSet8 questions
- LRCXLam Research8 questions
- ADPADP8 questions
- EQIXEquinix8 questions
- HCAHCA Healthcare8 questions
- INSMInsmed Incorporated8 questions
- TRIThomson Reuters Corporation8 questions
- VMRKVivmark Residential8 questions
- RVTYRevvity8 questions
- JKHYJack Henry & Associates7 questions
- PANWPalo Alto Networks7 questions
- KLACKLA Corporation7 questions
- AKAMAkamai Technologies7 questions
- BIIBBiogen7 questions
- CBOECboe Global Markets7 questions
- CFGCitizens Financial Group7 questions
- COPConocoPhillips7 questions
- CPTCamden Property Trust7 questions
- CSXCSX Corporation7 questions
- CVXChevron Corporation7 questions
- DOVDover Corporation7 questions
- ECLEcolab7 questions
- HUMHumana7 questions
- INVHInvitation Homes7 questions
- LDOSLeidos7 questions
- MSCIMSCI7 questions
- MTDMettler Toledo7 questions
- NDAQNasdaq, Inc.7 questions
- PFEPfizer7 questions
- SHWThe Sherwin-Williams Company7 questions
- SPGIS&P Global7 questions
- UHSUniversal Health Services7 questions
- VRSKVerisk7 questions
- WELLWelltower7 questions
- XOMExxonMobil7 questions
- SYKStryker Corporation7 questions
- SNOWSnowflake Inc.6 questions
- STZConstellation Brands6 questions
- ALNYAlnylam Pharmaceuticals6 questions
- APTVAptiv6 questions
- CMECME Group6 questions
- GMGeneral Motors6 questions
- IRMIron Mountain6 questions
- ITGartner6 questions
- MOSMosaic Company (The)6 questions
- PPGPPG Industries6 questions
- SOSouthern Company6 questions
- UNPUnion Pacific Corporation6 questions
- XELXcel Energy6 questions
- AMPAmeriprise Financial6 questions
- INTCIntel Corporation6 questions
- MRNAModerna6 questions
- QQnity Electronics, Inc.6 questions
- APAAPA Corporation6 questions
- MAXMediaAlpha, Inc.6 questions
- DVNDevon Energy6 questions
- AFRMAffirm Holdings, Inc.5 questions
- AMATApplied Materials5 questions
- PTCPTC Inc.5 questions
- ACGLArch Capital Group5 questions
- CCICrown Castle5 questions
- CTVACorteva5 questions
- DHRDanaher Corporation5 questions
- EVRGEvergy5 questions
- FFord Motor Company5 questions
- FIGFigma, Inc.5 questions
- GILDGilead Sciences5 questions
- IBMInternational Business Machines Corporation5 questions
- KMBKimberly-Clark5 questions
- MCOMoody's Corporation5 questions
- MDTMedtronic5 questions
- MSMorgan Stanley5 questions
- TTDThe Trade Desk, Inc.5 questions
- ZSZscaler5 questions
- ELVElevance Health5 questions
- GDGeneral Dynamics5 questions
- JNJJohnson & Johnson5 questions
- NOCNorthrop Grumman5 questions
- EQTEQT Corporation5 questions
- MRVLMarvell Technology4 questions
- RMDResMed4 questions
- ADBEAdobe Inc.4 questions
- SWKSSkyworks Solutions4 questions
- CAVACAVA Group, Inc.4 questions
- ETREntergy4 questions
- EXRExtra Space Storage4 questions
- GEGE Aerospace4 questions
- GEVGE Vernova4 questions
- NOWServiceNow4 questions
- PSAPublic Storage4 questions
- SBACSBA Communications4 questions
- SLBSchlumberger4 questions
- UDRUDR, Inc.4 questions
- DDominion Energy4 questions
- DXCMDexCom4 questions
- HALHalliburton4 questions
- INCYIncyte4 questions
- NSCNorfolk Southern Railway4 questions
- REGNRegeneron Pharmaceuticals4 questions
- FERGFerguson plc4 questions
- ICEIntercontinental Exchange4 questions
- OTISOtis Worldwide4 questions
- JCIJohnson Controls4 questions
- GPNGlobal Payments4 questions
- HOLXHologic4 questions
- AMCRAmcor3 questions
- CAGConagra Brands3 questions
- CASYCasey's General Stores, Inc.3 questions
- APDAir Products3 questions
- ARMArm Holdings3 questions
- AXONAxon Enterprise Inc.3 questions
- BDXBecton Dickinson3 questions
- BROBrown & Brown3 questions
- DLRDigital Realty3 questions
- HWMHowmet Aerospace3 questions
- LNTAlliant Energy3 questions
- PLDPrologis3 questions
- URIUnited Rentals3 questions
- VRTVertiv Holdings Co3 questions
- VRTXVertex Pharmaceuticals3 questions
- AMGNAmgen Inc.3 questions
- DUKDuke Energy3 questions
- LMTLockheed Martin3 questions
- PGThe Procter & Gamble Company3 questions
- RTXRTX Corporation3 questions
- TWLOTwilio Inc.3 questions
- VVisa Inc.3 questions
- ADSKAutodesk3 questions
- DDOGDatadog3 questions
- WSTWest Pharmaceutical Services3 questions
- ABBVAbbVie3 questions
- GDDYGoDaddy3 questions
- DEDeere & Company2 questions
- MSFTMicrosoft Corporation2 questions
- AEEAmeren2 questions
- AIGAmerican International Group2 questions
- APOApollo Global Management2 questions
- ARESAres Management Corporation2 questions
- BXBlackstone Inc.2 questions
- CRLCharles River Laboratories2 questions
- KKRKKR2 questions
- LINLinde plc2 questions
- MDBMongoDB, Inc.2 questions
- NINiSource2 questions
- PYPLPayPal2 questions
- WATWaters Corporation2 questions
- PODDInsulet Corporation2 questions
- TRGPTarga Resources2 questions
- ALABAstera Labs, Inc. Common Stock2 questions
- SHOPShopify2 questions
- WECWEC Energy Group2 questions
- WMBWilliams Companies2 questions
- CVNACarvana Co.2 questions
- MRKMerck & Co., Inc.2 questions
- PCARPaccar2 questions
- UNHUnitedHealth Group Incorporated2 questions
- ZBHZimmer Biomet2 questions
- AMTAmerican Tower2 questions
- BMYBristol Myers Squibb2 questions
- ILMNIllumina, Inc.2 questions
- KVUEKenvue2 questions
- LLYLilly (Eli)2 questions
- SWSmurfit WestRock2 questions
- BF-BBrown–Forman1 question
- GISGeneral Mills1 question
- SJMJ.M. Smucker Company (The)1 question
- CLXClorox1 question
- SBUXStarbucks1 question
- APPApplovin Corp1 question
- CSGPCoStar Group1 question
- AVBAvalonBay Communities1 question
- FSLRFirst Solar1 question
- KMIKinder Morgan1 question
- NKENIKE, Inc.1 question
- WDAYWorkday, Inc.1 question
- CHDChurch & Dwight1 question
- CLColgate-Palmolive1 question
- AVGOBroadcom Inc.1 question
- BAThe Boeing Company1 question
- INTUIntuit1 question
- IQVIQVIA1 question
- RDDTReddit, Inc.1 question
- DPZDomino's1 question
- KDPKeurig Dr Pepper1 question
- KOThe Coca-Cola Company1 question
- WDCWestern Digital1 question
- CICigna1 question
- LCIDLucid Group, Inc.1 question
- LHXL3Harris1 question
- VMCVulcan Materials Company1 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 | 29 | 10%3 of 29 questions | 12 | 20 |
| 2024 Q4 | 213 | 5%10 of 213 questions | 42 | 144 |
| 2025 Q1 | 233 | 6%13 of 233 questions | 41 | 157 |
| 2025 Q2 | 235 | 7%16 of 235 questions | 43 | 156 |
| 2025 Q3 | 213 | 6%13 of 213 questions | 40 | 142 |
| 2025 Q4 | 218 | 6%12 of 218 questions | 40 | 147 |
| 2026 Q1 | 222 | 8%18 of 222 questions | 42 | 149 |
| 2026 Q2 | 215 | 8%17 of 215 questions | 48 | 166 |
| 2026 Q3 | 25 | 4%1 of 25 questions | 12 | 20 |
- 2024 Q329 questions · challenge rate 10% (3 of 29 questions) · 12 analysts · 20 companies
- 2024 Q4213 questions · challenge rate 5% (10 of 213 questions) · 42 analysts · 144 companies
- 2025 Q1233 questions · challenge rate 6% (13 of 233 questions) · 41 analysts · 157 companies
- 2025 Q2235 questions · challenge rate 7% (16 of 235 questions) · 43 analysts · 156 companies
- 2025 Q3213 questions · challenge rate 6% (13 of 213 questions) · 40 analysts · 142 companies
- 2025 Q4218 questions · challenge rate 6% (12 of 218 questions) · 40 analysts · 147 companies
- 2026 Q1222 questions · challenge rate 8% (18 of 222 questions) · 42 analysts · 149 companies
- 2026 Q2215 questions · challenge rate 8% (17 of 215 questions) · 48 analysts · 166 companies
- 2026 Q325 questions · challenge rate 4% (1 of 25 questions) · 12 analysts · 20 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand480
- Competitive Dynamics298
- Revenue Growth285
- Capital Allocation173
- Margin158
- Innovation & R&D157
- M&A154
- Regulation Policy146
- Cloud & AI144
- Pricing141
Show all 23 topics
- Capex Investment136
- Guidance Reliability123
- Macroeconomic122
- Geographic Expansion93
- Credit82
- Product Launch74
- Cost Pressure74
- Trade Tariffs73
- Supply Chain63
- Subscriber Growth31
- Inventory17
- Labor Market15
- Fx7
Questions by company sector
- Industrials382
- Financial Services299
- Technology238
- Healthcare195
- Real Estate154
- Energy87
- Consumer Cyclical86
- Basic Materials78
- Utilities50
- Consumer Defensive27
- Communication Services7