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Analyst
Alex Sklar
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 15on tracked calls
- Challenge rate
- 7%1 of 15 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with 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. See how we grade analysts on earnings-call questions.
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 15 of 15 questions from 3 companies
DUOLDuolingo, Inc.8 questions · 6 reporting periods · 0 of 8 challenging
Calendar 2026 Q3
will the sunsetting of Max have any impact on gross margin beyond what you've outlined in the fourth quarter?
Show response
Gillian said the Q4 guide already includes the Max transition and a sequential gross margin decline of about 1 point.
the mix of direct payments outside the App Store, any change to how you're thinking about that opportunity
Show response
Luis said direct payments are used in some cases, mainly performance marketing, but are not expected to be a major driver next year.
you wouldn't attribute any of that to the growing mix of driving traffic directly to yourself?
Show response
Gillian said no: the gross margin beat came from better revenue and lower AI costs than expected.
Calendar 2026 Q1
On the relationship between DAUs and top-of-funnel growth versus the visibility you have talked to
Show response
Munson pointed to typical seasonality and the Q1/Q2 monetization adjustment rather than naming specific early tests behind the inflection; partial.
Calendar 2025 Q4
What is the bookings outlook factor in terms of conversion rate of Super relative to what you've experienced in the past
Show response
Gilian bridged the guide: about half the step-down is user deceleration, half is monetizing more carefully by removing friction. Direct.
Calendar 2025 Q3
is it as simple as maybe focusing a little bit less on paid conversion just to improve the premium experience today?
Show response
Asked whether the shift is simply less focus on paid conversion; Matt confirmed that in September free-to-pay conversion was slightly lower on the margin but still growing year-over-year.
Calendar 2025 Q2
You spoke to increase on the Super side and good traction on the Max side.
Show response
Max rose to 8% of subscribers but grew less than expected as Super outperformed; Video Call is too hard for beginners, prompting a bilingual conversation test.
Calendar 2024 Q4
how are you thinking about retention of Max over the medium-term?
Show response
Skaruppa said early Max retention looks good though it's early days, and stressed Max is the highest-LTV tier, so shifting more subscribers there is beneficial.
IOTSamsara Inc.5 questions · 5 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
can you talk about what you're seeing from customer budgets over the last few quarters for those newer products?
Show response
Sanjit attributed improved emerging-product attach to a roughly even mix of growing customer awareness and Samsara's own sales maturity.
Calendar 2026 Q1
how you're thinking about resourcing to that region as we head into fiscal '27
Show response
Sanjit answered directly: continued consistent investment in Europe, with big-name lands, focused on North America and Western Europe.
Calendar 2025 Q4
given some of the success verticalizing that public sector sales force, has that changed your thought process at all
Show response
Sanjit said Samsara continually reassesses go-to-market by segment and is happy with the public sector team, but had nothing specific to announce.
Calendar 2025 Q3
have you been seeing anything about competitors being more aggressive on price as they're trying to be winning deals
Show response
Sanjit said the competitive set is consistent (point/regional players) and rivals discount heavily, while Samsara sells on platform value and operations savings.
Calendar 2025 Q2
on the dollar-based net retention, 115%, again, another strong quarter. Is that still the right anchor
Show response
Dominic confirmed ~115% DBNR as the full-year target, driven mainly by upsells of existing licenses across a broader set of assets.
TRMBTrimble Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q3
Where does that integration stand today, and how are you thinking about organic product expansion motion to kind of grow your share of customer wallet?
Show response
Rob said the Document Crunch team has taken on payments and will launch new products at Dimensions, including one Trimble built instead of acquiring.
can you parse out some of the trends you are seeing from that core kind of TC1-enabled multi-product base versus the kind of one to two product customers?
Show response
Rob said trends were consistent, with upsell slightly outpacing cross-sell as customers keep adding products.
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 |
|---|---|---|
| DUOL Duolingo, Inc. | 8 | 0%none of 8 questions |
| IOT Samsara Inc. | 5 | 20%1 of 5 questions |
| TRMB Trimble Inc. | 2 | —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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 5 | 0%none of 5 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q35 questions · challenge rate 0% (none of 5 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Subscriber Growth5
- Demand4
- Margin4
- Product Launch3
- Pricing3
- Competitive Dynamics2
- Revenue Growth2
- Guidance Reliability2
- Geographic Expansion1
- Regulation Policy1
Show all 12 topics
- Cloud & AI1
- M&A1