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Analyst
Allan Verkhovski
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 7 of 7 questions from 3 companies
TYLTyler Technologies3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
You mentioned in the prepared remarks how you are testing pricing models in the market with respect to monetizing AI
Show response
Moore walked through all three pricing models and where each is in validation, without quantifying uplift.
regarding that early internal productivity benefits you’re seeing across development, implementation
Show response
Moore gave an anecdotal developer productivity figure but declined to publish support and implementation targets.
Calendar 2026 Q1
how you're thinking about potentially including AI capabilities for your on-premise customers?
Show response
Lynn signaled AI features may become cloud-only in future as carrot for migration. Brian said Q1 FCF strength from strong AR collections and working capital timing, lower CapEx, improved margins. Full-year FCF outlook unchanged.
TEAMAtlassian2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
Can you elaborate on how these gains are showing up in your customers' deployments and how they're influencing customer conversations, buying behavior, and overall sales cycle dynamics?
Show response
Mike Cannon-Brookes said AI and the Teamwork Graph come up in every customer conversation and are a top-two reason for upgrading to cloud and the Teamwork Collection. Better answers across connected applications consume fewer tokens, a powerful story as customers scrutinize AI spend.
Calendar 2026 Q1
I'd be curious if you could share what drove the decision to announce the data collection changes you're making?
Show response
Mike described changes as clarification of data usage categories, benefits, and customer options. DX benchmarking cited as example requiring cross-customer data. Teamwork Graph built from usage patterns. Trust and openness at core of customer relationships with positive customer response.
VEEVVeeva Systems Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
Can you just give more color on how that developed through the quarter? What types of customers are expressing this more
Show response
Peter described varied concerns: FDA vacancies and drug launch approvals, drug pricing executive order impact on M&A plans, and smaller biotechs watching the funding environment, bond prices, and interest rates.
Calendar 2025 Q1
how important is having a strong AI product roadmap in customers' decisions whether or not to move to Vault CRM
Show response
Peter said Veeva is the fastest path to CRM AI because it's workflow-integrated. Smaller biotechs want proven simplicity; larger ones value AI roadmap.
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 |
|---|---|---|
| TYL Tyler Technologies | 3 | 0%none of 3 questions |
| TEAM Atlassian | 2 | —Rate withheld: fewer than 3 questions |
| VEEV Veeva Systems 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Regulation Policy2
- Competitive Dynamics1
- Pricing1
- Labor Market1
- Innovation & R&D1
- Capital Allocation1
- Macroeconomic1
- Product Launch1