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Research firm

TD Cowen

76 analysts asked questions on tracked earnings calls, covering 280 companies across 10 sectors.

Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).

Questions
1,738on tracked calls
Challenge rate
10%175 of 1,738 questions
Analysts
76with at least one question
Companies
280questioned 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.

AnalystCompaniesQuestionsChallenge rate
Krish Sankar191395%7 of 139 questions
Andrew Kligerman1512115%18 of 121 questions
Rob Moskow1911930%36 of 119 questions
Joshua Buchalter131069%10 of 106 questions
Joe Giordano118718%16 of 87 questions
Bill Katz12863%3 of 86 questions
Gautam Khanna138111%9 of 81 questions
Jason Gabelman10775%4 of 77 questions
Bryan Bergin11774%3 of 77 questions
Dan Brennan7592%1 of 59 questions
Show all 76 analysts
AnalystCompaniesQuestionsChallenge rate
Andrew Charles74821%10 of 48 questions
Charles Rhyee8427%3 of 42 questions
Ryan Langston7420%none of 42 questions
Moshe Orenbuch6398%3 of 39 questions
David Deckelbaum9370%none of 37 questions
Itay Michaeli5360%none of 36 questions
Steve Scala53549%17 of 35 questions
Jason Seidl7343%1 of 34 questions
Marc Bianchi52917%5 of 29 questions
Josh Jennings10270%none of 27 questions
Tom Fitzgerald3270%none of 27 questions
Steven Alexopoulos112438%9 of 24 questions
John Kernan6234%1 of 23 questions
Derrick Wood5215%1 of 21 questions
Kevin Kopelman6215%1 of 21 questions
Shaul Eyal5210%none of 21 questions
Andrew Sherman3180%none of 18 questions
Tyler Van Buren3170%none of 17 questions
Jim Schumm2176%1 of 17 questions
Oliver Chen5160%none of 16 questions
Michael Elias4150%none of 15 questions
Ritu Baral2140%none of 14 questions
Doug Creutz3138%1 of 13 questions
Sean O'Loughlin41225%3 of 12 questions
Max Rakhlenko2110%none of 11 questions
John BlackledgeLimited sample390%none of 9 questions
Vince ValentiniLimited sample2922%2 of 9 questions
Yaron WerberLimited sample180%none of 8 questions
Hadi OrabiLimited sample4813%1 of 8 questions
Phil NadeauLimited sample2838%3 of 8 questions
Jared LevineLimited sample2813%1 of 8 questions
Chris GrengaLimited sample4813%1 of 8 questions
Chris LoBiancoLimited sample170%none of 7 questions
Lance VitanzaLimited sample1650%3 of 6 questions
Kyle BoucherLimited sample160%none of 6 questions
Greg WilliamsLimited sample250%none of 5 questions
Marc FrahmLimited sample150%none of 5 questions
Matthew BlackmanLimited sample250%none of 5 questions
Greg WiessnerLimited sample140%none of 4 questions
Steve ChinLimited sample1425%1 of 4 questions
Brendan SmithLimited sample240%none of 4 questions
Elliot AlperLimited sample330%none of 3 questions
Zach OgdenLimited sample130%none of 3 questions
Colin ClarkLimited sample130%none of 3 questions
Jonna KimLimited sample130%none of 3 questions
Jacob SeedLimited sample120%none of 2 questions
Rob BurnsLimited sample120%none of 2 questions
Kinney ChinLimited sample120%none of 2 questions
Drew RanieriLimited sample120%none of 2 questions
Zack AjzenmanLimited sample120%none of 2 questions
Andy RanieriLimited sample120%none of 2 questions
Harrison VivasLimited sample120%none of 2 questions
Lucas SergottLimited sample120%none of 2 questions
Seamus CassidyLimited sample220%none of 2 questions
Christian BorgmeierLimited sample220%none of 2 questions
Mike NolkovichLimited sample110%none of 1 question
Matt RamsayLimited sample110%none of 1 question
Bradley HayesLimited sample110%none of 1 question
Divya RaoLimited sample110%none of 1 question
Robin HolbyLimited sample110%none of 1 question
Unknown AnalystLimited sample110%none of 1 question
Sergio MatsumotoLimited sample110%none of 1 question
Mike AnastasiouLimited sample110%none of 1 question
Unidentified AnalystLimited sample110%none of 1 question
Lucas RomanskiLimited sample110%none of 1 question
Scott SiefersLimited sample110%none of 1 question
  • Andrew Charles
    7 companies · 48 questions
    21%10 of 48 questions
  • Charles Rhyee
    8 companies · 42 questions
    7%3 of 42 questions
  • Ryan Langston
    7 companies · 42 questions
    0%none of 42 questions
  • Moshe Orenbuch
    6 companies · 39 questions
    8%3 of 39 questions
  • David Deckelbaum
    9 companies · 37 questions
    0%none of 37 questions
  • Itay Michaeli
    5 companies · 36 questions
    0%none of 36 questions
  • Steve Scala
    5 companies · 35 questions
    49%17 of 35 questions
  • Jason Seidl
    7 companies · 34 questions
    3%1 of 34 questions
  • Marc Bianchi
    5 companies · 29 questions
    17%5 of 29 questions
  • Josh Jennings
    10 companies · 27 questions
    0%none of 27 questions
  • Tom Fitzgerald
    3 companies · 27 questions
    0%none of 27 questions
  • Steven Alexopoulos
    11 companies · 24 questions
    38%9 of 24 questions
  • John Kernan
    6 companies · 23 questions
    4%1 of 23 questions
  • Derrick Wood
    5 companies · 21 questions
    5%1 of 21 questions
  • Kevin Kopelman
    6 companies · 21 questions
    5%1 of 21 questions
  • Shaul Eyal
    5 companies · 21 questions
    0%none of 21 questions
  • Andrew Sherman
    3 companies · 18 questions
    0%none of 18 questions
  • Tyler Van Buren
    3 companies · 17 questions
    0%none of 17 questions
  • Jim Schumm
    2 companies · 17 questions
    6%1 of 17 questions
  • Oliver Chen
    5 companies · 16 questions
    0%none of 16 questions
  • Michael Elias
    4 companies · 15 questions
    0%none of 15 questions
  • Ritu Baral
    2 companies · 14 questions
    0%none of 14 questions
  • Doug Creutz
    3 companies · 13 questions
    8%1 of 13 questions
  • Sean O'Loughlin
    4 companies · 12 questions
    25%3 of 12 questions
  • Max Rakhlenko
    2 companies · 11 questions
    0%none of 11 questions
  • John BlackledgeLimited sample
    3 companies · 9 questions
    0%none of 9 questions
  • Vince ValentiniLimited sample
    2 companies · 9 questions
    22%2 of 9 questions
  • Yaron WerberLimited sample
    1 company · 8 questions
    0%none of 8 questions
  • Hadi OrabiLimited sample
    4 companies · 8 questions
    13%1 of 8 questions
  • Phil NadeauLimited sample
    2 companies · 8 questions
    38%3 of 8 questions
  • Jared LevineLimited sample
    2 companies · 8 questions
    13%1 of 8 questions
  • Chris GrengaLimited sample
    4 companies · 8 questions
    13%1 of 8 questions
  • Chris LoBiancoLimited sample
    1 company · 7 questions
    0%none of 7 questions
  • Lance VitanzaLimited sample
    1 company · 6 questions
    50%3 of 6 questions
  • Kyle BoucherLimited sample
    1 company · 6 questions
    0%none of 6 questions
  • Greg WilliamsLimited sample
    2 companies · 5 questions
    0%none of 5 questions
  • Marc FrahmLimited sample
    1 company · 5 questions
    0%none of 5 questions
  • Matthew BlackmanLimited sample
    2 companies · 5 questions
    0%none of 5 questions
  • Greg WiessnerLimited sample
    1 company · 4 questions
    0%none of 4 questions
  • Steve ChinLimited sample
    1 company · 4 questions
    25%1 of 4 questions
  • Brendan SmithLimited sample
    2 companies · 4 questions
    0%none of 4 questions
  • Elliot AlperLimited sample
    3 companies · 3 questions
    0%none of 3 questions
  • Zach OgdenLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Colin ClarkLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Jonna KimLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Jacob SeedLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Rob BurnsLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Kinney ChinLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Drew RanieriLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Zack AjzenmanLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Andy RanieriLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Harrison VivasLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Lucas SergottLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Seamus CassidyLimited sample
    2 companies · 2 questions
    0%none of 2 questions
  • Christian BorgmeierLimited sample
    2 companies · 2 questions
    0%none of 2 questions
  • Mike NolkovichLimited sample
    1 company · 1 question
    0%none of 1 question
  • Matt RamsayLimited sample
    1 company · 1 question
    0%none of 1 question
  • Bradley HayesLimited sample
    1 company · 1 question
    0%none of 1 question
  • Divya RaoLimited sample
    1 company · 1 question
    0%none of 1 question
  • Robin HolbyLimited sample
    1 company · 1 question
    0%none of 1 question
  • Unknown AnalystLimited sample
    1 company · 1 question
    0%none of 1 question
  • Sergio MatsumotoLimited sample
    1 company · 1 question
    0%none of 1 question
  • Mike AnastasiouLimited sample
    1 company · 1 question
    0%none of 1 question
  • Unidentified AnalystLimited sample
    1 company · 1 question
    0%none of 1 question
  • Lucas RomanskiLimited sample
    1 company · 1 question
    0%none of 1 question
  • Scott SiefersLimited sample
    1 company · 1 question
    0%none of 1 question

Companies

Most questions first, counting every analyst at this firm.

Show all 280 companies

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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateAnalystsCompanies
2024 Q33611%4 of 36 questions1227
2024 Q42388%19 of 238 questions45166
2025 Q12197%16 of 219 questions47157
2025 Q225813%33 of 258 questions47186
2025 Q32699%25 of 269 questions50187
2025 Q423011%25 of 230 questions49164
2026 Q12379%22 of 237 questions44165
2026 Q221912%26 of 219 questions49170
2026 Q33216%5 of 32 questions1526
  1. 2024 Q336 questions · challenge rate 11% (4 of 36 questions) · 12 analysts · 27 companies
  2. 2024 Q4238 questions · challenge rate 8% (19 of 238 questions) · 45 analysts · 166 companies
  3. 2025 Q1219 questions · challenge rate 7% (16 of 219 questions) · 47 analysts · 157 companies
  4. 2025 Q2258 questions · challenge rate 13% (33 of 258 questions) · 47 analysts · 186 companies
  5. 2025 Q3269 questions · challenge rate 9% (25 of 269 questions) · 50 analysts · 187 companies
  6. 2025 Q4230 questions · challenge rate 11% (25 of 230 questions) · 49 analysts · 164 companies
  7. 2026 Q1237 questions · challenge rate 9% (22 of 237 questions) · 44 analysts · 165 companies
  8. 2026 Q2219 questions · challenge rate 12% (26 of 219 questions) · 49 analysts · 170 companies
  9. 2026 Q332 questions · challenge rate 16% (5 of 32 questions) · 15 analysts · 26 companies

Topics and sectors

Topics tagged on this firm’s questions

  • Demand522
  • Competitive Dynamics414
  • Revenue Growth340
  • Margin262
  • Innovation & R&D198
  • Pricing192
  • Guidance Reliability156
  • Product Launch153
  • Cloud & AI148
  • Capital Allocation132
Show all 23 topics
  • Capex Investment131
  • Cost Pressure118
  • M&A118
  • Regulation Policy113
  • Supply Chain93
  • Geographic Expansion86
  • Trade Tariffs65
  • Macroeconomic57
  • Subscriber Growth37
  • Inventory29
  • Labor Market26
  • Credit24
  • Fx5

Questions by company sector

  • Technology456
  • Healthcare300
  • Financial Services274
  • Industrials263
  • Consumer Cyclical149
  • Consumer Defensive135
  • Energy124
  • Communication Services18
  • Real Estate11
  • Basic Materials8