Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Adam Wood
Period: Reporting periods mapped to calendar 2026 Q2 – 2026 Q3 (2 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 5questioned 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 6 of 6 questions from 5 companies
IOTSamsara Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
Could you just double click on what's driving that recent strength?
Show response
Sanjit pointed to product-market fit and reference customers in Europe and Mexico. Question read by Lucas for Adam Wood. Direct.
Could you just touch on how the volatility in energy prices are changing discussions you're having
Show response
Sanjit said fuel-price volatility raised customer interest in fuel-spend data and savings. Direct.
MSFTMicrosoft Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how you’re seeing customers move from pilots to broader deployments here? Is this still a pilot-driven motion
Show response
Direct: deployment-to-usage compressed from months to days; monetization framed as seats plus usage, with E7 and Agent 365 driving ARPU. Attributed per the operator intro and mgmt replies.
NOWServiceNow1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
could you talk a little bit about your right to win there? Is this going to be more a departmental battle
Show response
Amit grounded the right to win in the CMDB heritage and open-ecosystem discovery, citing 500-plus AI control tower customers in six months plus Vesa/Armis identity and device coverage.
SHOPShopify1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
could those premium AI capabilities become a more direct pricing opportunity for you?
Show response
Harley reiterated the indirect model and cited Sidekick daily active merchants up 3x with 34 million conversations, but did not commit to direct AI pricing or give retention/attach metrics.
TEAMAtlassian1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
The fiscal year 2027 guide is down to 18%. Could you maybe just help us out around the difference between cloud and data center within that?
Show response
James Chuong attributed the guide to a balanced, prudent approach given macro, fiscal, and geopolitical uncertainty, the first-time issuance of full-year ARR guidance, and lapping the DX acquisition (~1 point of FY2026 ARR growth benefit). He emphasized RPO landed at 44% and NRR was north of 120%.
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 |
|---|---|---|
| IOT Samsara Inc. | 2 | —Rate withheld: fewer than 3 questions |
| MSFT Microsoft Corporation | 1 | —Rate withheld: fewer than 3 questions |
| NOW ServiceNow | 1 | —Rate withheld: fewer than 3 questions |
| SHOP Shopify | 1 | —Rate withheld: fewer than 3 questions |
| TEAM Atlassian | 1 | —Rate withheld: fewer than 3 questions |
- IOTSamsara Inc. · 2 questions—rate withheld: under 3 questions
- MSFTMicrosoft Corporation · 1 question—rate withheld: under 3 questions
- NOWServiceNow · 1 question—rate withheld: under 3 questions
- SHOPShopify · 1 question—rate withheld: under 3 questions
- TEAMAtlassian · 1 question—rate withheld: under 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 Q2 | 4 | 0%none of 4 questions | 4 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Demand2
- Macroeconomic2
- Pricing2
- Geographic Expansion1
- Subscriber Growth1
- Guidance Reliability1
- Revenue Growth1
- Competitive Dynamics1