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Analyst
Adam Hotchkiss
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with questions
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.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
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.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
VEEVVeeva Systems Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I thought it was interesting in the prepared remarks that you characterized this as a start-up within Veeva.
Show response
Peter described Ostro running in the start-up model under its own CEO to retain speed, citing Crossix as a prior success.
Calendar 2026 Q1
As AI speeds up clinical trial time lines and trial success rates, I'm curious, first, how this dynamic impacts how customers use Veeva's R&D products
Show response
Peter tempered AI expectations for clinical trials, human biology runs at the same speed. Patient recruitment is not really an AI problem. Brian said they're focused on product excellence and customer success now, not major financial contribution this year. More in the out years.
TYLTyler Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Could you just maybe help us understand what's happening on the ground with the state and federal initiatives
Show response
Lynn described new strategic account plans, targeting states without NIC enterprise contracts, and transforming from DHR-funded to funded solution contracts. Already seeing traction with Oklahoma and Kansas.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| VEEV Veeva Systems Inc. | 2 | —Rate withheld: fewer than 3 questions |
| TYL Tyler Technologies | 1 | —Rate withheld: fewer than 3 questions |
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 | Companies |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- M&A1
- Innovation & R&D1
- Product Launch1
- Cloud & AI1
- Revenue Growth1