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SSR — Tellvest
Firms
/
SSR
SSR
Technology (6)
Communication Services (3)
Limited coverage.
Only 9 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
1
Analysts
3
Companies
9
Questions
Trends
up to 8 quarters
Questions per Quarter
1
Q4'24: 1
Q4'24
4
Q4'25: 4
Q4'25
2
Q1'26: 2
Q1'26
2
Q2'26: 2
Q2'26
Questions
Challenging
Active Analysts
1
Q4'24: 1
Q4'24
1
Q4'25: 1
Q4'25
1
Q1'26: 1
Q1'26
1
Q2'26: 1
Q2'26
Companies Covered
1
Q4'24: 1
Q4'24
3
Q4'25: 3
Q4'25
2
Q1'26: 2
Q1'26
2
Q2'26: 2
Q2'26
Analysts
1
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Tim Nollen
APP
OMC
TTD
9
—
Tim Nollen
3 companies
Focus Areas
8 topics
Competitive Dynamics
5
Demand
3
Innovation & R&D
3
Product Launch
2
M&A
2
Cloud & AI
1
Margin
1
Capital Allocation
1
Company Coverage
3 companies
APP
Applovin Corp
3q
TTD
The Trade Desk, Inc.
3q
OMC
Omnicom Group
3q
9
Questions