Platform Aeronaut Transcripts
Analyst Statistics

Analyst Q&A profile

Brian Nowak

AnalystMorgan Stanley logoMorgan Stanley

#7 by question share

Data through Aug 5, 2026

Question Share

1.18%

Of all questions in the dataset

Questions

405

212 call appearances

Evasive Answer Rate

1.8%

397 answered questions

Companies Covered

18

Most questions: BKNG

Most active: BKNG (67 questions)

Highest sample-qualified evasive rate: LYFT (10.0%)

Standing

Question Share Rank

#7 of 934

Top 1% of tracked analysts

Evasive vs Peer Median

+0.6 pts

1.8% vs 1.2% median

Rank Within Firm

#1 of 55

By question share

Questions per Appearance

1.9

Across 212 calls

Quarterly Activity

Question volume, answered questions, and evasive answer rate

QuestionsAnswersEvasive %
8844020%0%Q4 '23: 11 questionsQ4 '23: 14 answersQ4 '23Q1 '24: 7 questionsQ1 '24: 12 answersQ1 '24Q2 '24: 13 questionsQ2 '24: 16 answersQ2 '24Q3 '24: 8 questionsQ3 '24: 13 answersQ3 '24Q4 '24: 8 questionsQ4 '24: 10 answersQ4 '24Q1 '25: 9 questionsQ1 '25: 13 answersQ1 '25Q2 '25: 10 questionsQ2 '25: 9 answersQ2 '25Q3 '25: 11 questionsQ3 '25: 10 answersQ3 '25Q4 '25: 53 questionsQ4 '25: 30 answersQ4 '25Q1 '26: 88 questionsQ1 '26: 47 answersQ1 '26Q2 '26: 7 questionsQ2 '26: 8 answersQ2 '26Q3 '26: 6 questionsQ3 '26: 8 answersQ3 '26Q4 '23: 0.0% evasive0.0%Q1 '24: 0.0% evasive0.0%Q2 '24: 0.0% evasive0.0%Q3 '24: 0.0% evasive0.0%Q4 '24: 0.0% evasive0.0%Q1 '25: 0.0% evasive0.0%Q2 '25: 0.0% evasive0.0%Q3 '25: 0.0% evasive0.0%Q4 '25: 6.7% evasive6.7%Q1 '26: 4.3% evasive4.3%Q2 '26: 12.5% evasive12.5%Q3 '26: 0.0% evasive0.0%

Answer Outcomes

Management responses linked to questions in this profile

Non-evasive

98.2%

390 answers

Evasive

1.8%

7 answers

Coverage Mix

Questions by company sector

Mobility & Delivery
29%
Online Travel
27%
Social Media
21%
Internet Advertising
12%
E-Commerce
7%
Gaming
4%
Airlines
0%

Recent Call Activity

Latest calls included in this profile

CompanyCallDateQuestionsAnswersEvasive %Documents
UBER logoUBERUBER Q2 2026 Earnings CallAug 5, 2026110.0%low NTranscriptSummary
PINS logoPINSPINS Q2 2026 Earnings CallAug 4, 2026110.0%low NTranscriptSummary
AMZN logoAMZNAMZN Q2 2026 Earnings CallJul 30, 2026110.0%low NTranscriptSummary
META logoMETAMETA Q2 2026 Earnings CallJul 29, 2026120.0%low NTranscriptSummary
GOOG logoGOOGGOOG Q2 2026 Earnings CallJul 22, 2026230.0%low NTranscriptSummary
ABNB logoABNBABNB Q1 2026 Earnings CallMay 7, 202610-low NTranscriptSummary
UBER logoUBERUBER Q1 2026 Earnings CallMay 6, 2026120.0%low NTranscriptSummary
PINS logoPINSPINS Q1 2026 Earnings CallMay 4, 2026120.0%low NTranscriptSummary
AMZN logoAMZNAMZN Q1 2026 Earnings CallApr 29, 2026110.0%low NTranscriptSummary
META logoMETAMETA Q1 2026 Earnings CallApr 29, 2026110.0%low NTranscriptSummary
BKNG logoBKNGBKNG Q1 2026 Earnings CallApr 28, 20262250.0%low NTranscriptSummary
CART logoCARTInstacart Morgan Stanley ConferenceMar 5, 20261290.0%low NTranscriptSummary

Ticker Breakdown

Company-level question and answer statistics

BKNG logoBKNG6716.5%326.3%
UBER logoUBER4912.1%640.0%
META logoMETA4611.4%603.3%
GOOG logoGOOG4611.4%400.0%
AMZN logoAMZN307.4%442.3%
PINS logoPINS276.7%270.0%
CART logoCART276.7%180.0%
LYFT logoLYFT266.4%2010.0%
EXPE logoEXPE235.7%120.0%
ABNB logoABNB184.4%200.0%
DASH logoDASH164.0%190.0%
SNAP logoSNAP82.0%130.0%
RBLX logoRBLX82.0%100.0%
TTWO logoTTWO71.7%70.0%low N
RDDT logoRDDT41.0%60.0%low N