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Research firm

Wolfe Research

74 analysts asked questions on tracked earnings calls, covering 321 companies across 11 sectors.

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

Questions
2,247on tracked calls
Challenge rate
10%222 of 2,247 questions
Analysts
74with at least one question
Companies
321questioned 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
Nigel Coe242189%20 of 218 questions
Steve Fleishman211786%11 of 178 questions
Doug Leggate1414128%40 of 141 questions
Darrin Peller181146%7 of 114 questions
Steve Chubak2011114%15 of 111 questions
Alex Zukin161065%5 of 106 questions
Chris Caso141065%5 of 106 questions
Myles Walton119815%15 of 98 questions
Chris Parkinson14942%2 of 94 questions
Scott Group138921%19 of 89 questions
  • Nigel Coe
    24 companies · 218 questions
    9%20 of 218 questions
  • Steve Fleishman
    21 companies · 178 questions
    6%11 of 178 questions
  • Doug Leggate
    14 companies · 141 questions
    28%40 of 141 questions
  • Darrin Peller
    18 companies · 114 questions
    6%7 of 114 questions
  • Steve Chubak
    20 companies · 111 questions
    14%15 of 111 questions
  • Alex Zukin
    16 companies · 106 questions
    5%5 of 106 questions
  • Chris Caso
    14 companies · 106 questions
    5%5 of 106 questions
  • Myles Walton
    11 companies · 98 questions
    15%15 of 98 questions
  • Chris Parkinson
    14 companies · 94 questions
    2%2 of 94 questions
  • Scott Group
    13 companies · 89 questions
    21%19 of 89 questions
Show all 74 analysts
AnalystCompaniesQuestionsChallenge rate
Scott Wurtzel12872%2 of 87 questions
Michael Sullivan9836%5 of 83 questions
Justin Lake96620%13 of 66 questions
Joshua Tilton96111%7 of 61 questions
Keith Stanley5582%1 of 58 questions
George Notter10589%5 of 58 questions
Tracy Benguigui115714%8 of 57 questions
Peter Supino13528%4 of 52 questions
Doug Schenkel105219%10 of 52 questions
Shweta Khajuria12500%none of 50 questions
Emmanuel Rosner54615%7 of 46 questions
Alex Hammond11422%1 of 42 questions
Mike Polark84010%4 of 40 questions
Trevor Allinson5375%2 of 37 questions
David Paz9280%none of 28 questions
Brad Hewitt4215%1 of 21 questions
Ivan Yi41613%2 of 16 questions
Shreyas Patil3138%1 of 13 questions
Arsenije Matovic71118%2 of 11 questions
Spencer Hanus4100%none of 10 questions
Dean Criscitiello31010%1 of 10 questions
John AbbottLimited sample480%none of 8 questions
Aditya GandhiLimited sample3813%1 of 8 questions
Ryan CookeLimited sample360%none of 6 questions
Harris FeinLimited sample360%none of 6 questions
Brendan RogersLimited sample250%none of 5 questions
Andy ChenLimited sample240%none of 4 questions
Brandon FrithLimited sample130%none of 3 questions
Unknown AnalystLimited sample2367%2 of 3 questions
Paul ObrechtLimited sample130%none of 3 questions
Burke SansivieroLimited sample230%none of 3 questions
Fred WightmanLimited sample2333%1 of 3 questions
Mike AnagnostakisLimited sample120%none of 2 questions
Scott StringerLimited sample120%none of 2 questions
Cole CouzensLimited sample120%none of 2 questions
Jacob LacksLimited sample220%none of 2 questions
Chris SenyekLimited sample12100%2 of 2 questions
Tracy BegleyLimited sample1250%1 of 2 questions
Margaret-May BinshtokLimited sample220%none of 2 questions
Paul PrzybylskiLimited sample120%none of 2 questions
Keegan CarlLimited sample120%none of 2 questions
Colleen BabingtonLimited sample120%none of 2 questions
Logan AngressLimited sample110%none of 1 question
Brendan O'BrienLimited sample110%none of 1 question
Chris YoungLimited sample110%none of 1 question
Logan EpsteinLimited sample110%none of 1 question
Andy NorthcuttLimited sample110%none of 1 question
Emma GutsteinLimited sample110%none of 1 question
Gao ChenLimited sample110%none of 1 question
Carlos EscalanteLimited sample110%none of 1 question
Paul ZimbalistLimited sample110%none of 1 question
Taran KattaLimited sample110%none of 1 question
Dean RosalesLimited sample110%none of 1 question
Dillon NissanLimited sample110%none of 1 question
Sharnice WilliamsLimited sample110%none of 1 question
Megan DurkinLimited sample110%none of 1 question
Sharon LeungLimited sample110%none of 1 question
Louis FedLimited sample110%none of 1 question
Andy RolfLimited sample110%none of 1 question
Emilee DeutchmanLimited sample110%none of 1 question
Taebin SongLimited sample110%none of 1 question
Ron SongLimited sample110%none of 1 question
Georgia AndersonLimited sample110%none of 1 question
Maggie MakdeLimited sample110%none of 1 question
  • Scott Wurtzel
    12 companies · 87 questions
    2%2 of 87 questions
  • Michael Sullivan
    9 companies · 83 questions
    6%5 of 83 questions
  • Justin Lake
    9 companies · 66 questions
    20%13 of 66 questions
  • Joshua Tilton
    9 companies · 61 questions
    11%7 of 61 questions
  • Keith Stanley
    5 companies · 58 questions
    2%1 of 58 questions
  • George Notter
    10 companies · 58 questions
    9%5 of 58 questions
  • Tracy Benguigui
    11 companies · 57 questions
    14%8 of 57 questions
  • Peter Supino
    13 companies · 52 questions
    8%4 of 52 questions
  • Doug Schenkel
    10 companies · 52 questions
    19%10 of 52 questions
  • Shweta Khajuria
    12 companies · 50 questions
    0%none of 50 questions
  • Emmanuel Rosner
    5 companies · 46 questions
    15%7 of 46 questions
  • Alex Hammond
    11 companies · 42 questions
    2%1 of 42 questions
  • Mike Polark
    8 companies · 40 questions
    10%4 of 40 questions
  • Trevor Allinson
    5 companies · 37 questions
    5%2 of 37 questions
  • David Paz
    9 companies · 28 questions
    0%none of 28 questions
  • Brad Hewitt
    4 companies · 21 questions
    5%1 of 21 questions
  • Ivan Yi
    4 companies · 16 questions
    13%2 of 16 questions
  • Shreyas Patil
    3 companies · 13 questions
    8%1 of 13 questions
  • Arsenije Matovic
    7 companies · 11 questions
    18%2 of 11 questions
  • Spencer Hanus
    4 companies · 10 questions
    0%none of 10 questions
  • Dean Criscitiello
    3 companies · 10 questions
    10%1 of 10 questions
  • John AbbottLimited sample
    4 companies · 8 questions
    0%none of 8 questions
  • Aditya GandhiLimited sample
    3 companies · 8 questions
    13%1 of 8 questions
  • Ryan CookeLimited sample
    3 companies · 6 questions
    0%none of 6 questions
  • Harris FeinLimited sample
    3 companies · 6 questions
    0%none of 6 questions
  • Brendan RogersLimited sample
    2 companies · 5 questions
    0%none of 5 questions
  • Andy ChenLimited sample
    2 companies · 4 questions
    0%none of 4 questions
  • Brandon FrithLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Unknown AnalystLimited sample
    2 companies · 3 questions
    67%2 of 3 questions
  • Paul ObrechtLimited sample
    1 company · 3 questions
    0%none of 3 questions
  • Burke SansivieroLimited sample
    2 companies · 3 questions
    0%none of 3 questions
  • Fred WightmanLimited sample
    2 companies · 3 questions
    33%1 of 3 questions
  • Mike AnagnostakisLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Scott StringerLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Cole CouzensLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Jacob LacksLimited sample
    2 companies · 2 questions
    0%none of 2 questions
  • Chris SenyekLimited sample
    1 company · 2 questions
    100%2 of 2 questions
  • Tracy BegleyLimited sample
    1 company · 2 questions
    50%1 of 2 questions
  • Margaret-May BinshtokLimited sample
    2 companies · 2 questions
    0%none of 2 questions
  • Paul PrzybylskiLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Keegan CarlLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Colleen BabingtonLimited sample
    1 company · 2 questions
    0%none of 2 questions
  • Logan AngressLimited sample
    1 company · 1 question
    0%none of 1 question
  • Brendan O'BrienLimited sample
    1 company · 1 question
    0%none of 1 question
  • Chris YoungLimited sample
    1 company · 1 question
    0%none of 1 question
  • Logan EpsteinLimited sample
    1 company · 1 question
    0%none of 1 question
  • Andy NorthcuttLimited sample
    1 company · 1 question
    0%none of 1 question
  • Emma GutsteinLimited sample
    1 company · 1 question
    0%none of 1 question
  • Gao ChenLimited sample
    1 company · 1 question
    0%none of 1 question
  • Carlos EscalanteLimited sample
    1 company · 1 question
    0%none of 1 question
  • Paul ZimbalistLimited sample
    1 company · 1 question
    0%none of 1 question
  • Taran KattaLimited sample
    1 company · 1 question
    0%none of 1 question
  • Dean RosalesLimited sample
    1 company · 1 question
    0%none of 1 question
  • Dillon NissanLimited sample
    1 company · 1 question
    0%none of 1 question
  • Sharnice WilliamsLimited sample
    1 company · 1 question
    0%none of 1 question
  • Megan DurkinLimited sample
    1 company · 1 question
    0%none of 1 question
  • Sharon LeungLimited sample
    1 company · 1 question
    0%none of 1 question
  • Louis FedLimited sample
    1 company · 1 question
    0%none of 1 question
  • Andy RolfLimited sample
    1 company · 1 question
    0%none of 1 question
  • Emilee DeutchmanLimited sample
    1 company · 1 question
    0%none of 1 question
  • Taebin SongLimited sample
    1 company · 1 question
    0%none of 1 question
  • Ron SongLimited sample
    1 company · 1 question
    0%none of 1 question
  • Georgia AndersonLimited sample
    1 company · 1 question
    0%none of 1 question
  • Maggie MakdeLimited sample
    1 company · 1 question
    0%none of 1 question

Companies

Most questions first, counting every analyst at this firm.

Show all 321 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 Q3274%1 of 27 questions1119
2024 Q431711%34 of 317 questions37200
2025 Q12827%19 of 282 questions32190
2025 Q230010%30 of 300 questions36199
2025 Q33339%29 of 333 questions39221
2025 Q433810%33 of 338 questions34220
2026 Q134612%41 of 346 questions41222
2026 Q228112%33 of 281 questions43210
2026 Q3239%2 of 23 questions1319
  1. 2024 Q327 questions · challenge rate 4% (1 of 27 questions) · 11 analysts · 19 companies
  2. 2024 Q4317 questions · challenge rate 11% (34 of 317 questions) · 37 analysts · 200 companies
  3. 2025 Q1282 questions · challenge rate 7% (19 of 282 questions) · 32 analysts · 190 companies
  4. 2025 Q2300 questions · challenge rate 10% (30 of 300 questions) · 36 analysts · 199 companies
  5. 2025 Q3333 questions · challenge rate 9% (29 of 333 questions) · 39 analysts · 221 companies
  6. 2025 Q4338 questions · challenge rate 10% (33 of 338 questions) · 34 analysts · 220 companies
  7. 2026 Q1346 questions · challenge rate 12% (41 of 346 questions) · 41 analysts · 222 companies
  8. 2026 Q2281 questions · challenge rate 12% (33 of 281 questions) · 43 analysts · 210 companies
  9. 2026 Q323 questions · challenge rate 9% (2 of 23 questions) · 13 analysts · 19 companies

Topics and sectors

Topics tagged on this firm’s questions

  • Demand575
  • Revenue Growth462
  • Margin388
  • Competitive Dynamics340
  • Capital Allocation274
  • Capex Investment264
  • Guidance Reliability263
  • Pricing230
  • Regulation Policy208
  • Cloud & AI188
Show all 23 topics
  • Innovation & R&D177
  • Cost Pressure155
  • M&A140
  • Product Launch105
  • Geographic Expansion104
  • Trade Tariffs100
  • Supply Chain96
  • Macroeconomic79
  • Subscriber Growth60
  • Credit43
  • Inventory36
  • Labor Market29
  • Fx7

Questions by company sector

  • Industrials501
  • Technology488
  • Utilities296
  • Financial Services247
  • Healthcare213
  • Energy211
  • Consumer Cyclical107
  • Basic Materials94
  • Communication Services79
  • Consumer Defensive7
  • Real Estate4