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Research firm
Rosenblatt Securities
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 53on tracked calls
- Challenge rate
- 21%11 of 53 questions
- Analysts
- 8with at least one question
- Companies
- 14questioned 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 |
|---|---|---|---|
| Chris Brendler | 1 | 13 | 23%3 of 13 questions |
| John McPeake | 3 | 11 | 9%1 of 11 questions |
| Blair Abernethy | 3 | 10 | 20%2 of 10 questions |
| Mike GenoveseLimited sample | 1 | 7 | 0%none of 7 questions |
| Andy KingLimited sample | 1 | 5 | 0%none of 5 questions |
| Barton CrockettLimited sample | 3 | 4 | 50%2 of 4 questions |
| Hans MosesmanLimited sample | 1 | 2 | 100%2 of 2 questions |
| Mike ManiLimited sample | 1 | 1 | 100%1 of 1 question |
- Chris Brendler1 company · 13 questions23%3 of 13 questions
- John McPeake3 companies · 11 questions9%1 of 11 questions
- Blair Abernethy3 companies · 10 questions20%2 of 10 questions
- 0%none of 7 questions
- 0%none of 5 questions
- 50%2 of 4 questions
- 100%2 of 2 questions
- 100%1 of 1 question
Companies
Most questions first, counting every analyst at this firm.
- MARAMarathon Digital Holdings, Inc.13 questions
- LITELumentum Holdings Inc.7 questions
- PTCPTC Inc.6 questions
- IONQIonQ, Inc.5 questions
- TWLOTwilio Inc.5 questions
- QBTSD-Wave Quantum Inc.3 questions
- RGTIRigetti Computing, Inc.3 questions
- CDNSCadence Design Systems3 questions
- ROKURoku, Inc.2 questions
- MPWRMonolithic Power Systems2 questions
- COHRCoherent, Inc.1 question
- DISThe Walt Disney Company1 question
- NFLXNetflix, Inc.1 question
- SNPSSynopsys1 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 | 2 | 0%none of 2 questions | 1 | 1 |
| 2024 Q4 | 3 | 100%3 of 3 questions | 2 | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 | 2 |
| 2025 Q2 | 13 | 23%3 of 13 questions | 3 | 6 |
| 2025 Q3 | 9 | 22%2 of 9 questions | 4 | 5 |
| 2025 Q4 | 4 | 25%1 of 4 questions | 3 | 4 |
| 2026 Q1 | 9 | 0%none of 9 questions | 4 | 7 |
| 2026 Q2 | 10 | 20%2 of 10 questions | 7 | 9 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 analyst · 1 company
- 2024 Q43 questions · challenge rate 100% (3 of 3 questions) · 2 analysts · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 analysts · 2 companies
- 2025 Q213 questions · challenge rate 23% (3 of 13 questions) · 3 analysts · 6 companies
- 2025 Q39 questions · challenge rate 22% (2 of 9 questions) · 4 analysts · 5 companies
- 2025 Q44 questions · challenge rate 25% (1 of 4 questions) · 3 analysts · 4 companies
- 2026 Q19 questions · challenge rate 0% (none of 9 questions) · 4 analysts · 7 companies
- 2026 Q210 questions · challenge rate 20% (2 of 10 questions) · 7 analysts · 9 companies
Topics and sectors
Topics tagged on this firm’s questions
- Revenue Growth16
- Demand16
- Cloud & AI13
- Product Launch10
- Competitive Dynamics8
- Capital Allocation7
- Innovation & R&D7
- Margin6
- Guidance Reliability4
- Cost Pressure2
Show all 18 topics
- Pricing2
- Supply Chain2
- M&A2
- Subscriber Growth2
- Capex Investment2
- Credit1
- Regulation Policy1
- Geographic Expansion1
Questions by company sector
- Technology36
- Financial Services13
- Communication Services4