Ari Terjanian

Technology

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q4 '25

Focus Areas7 topics

Demand2Competitive Dynamics2Cloud & AI2Cost Pressure1Margin1Supply Chain1Pricing1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

NTAPNetApp4 quarters

2025 Q4

it seems like topics was down year over year. It seems like it's been trending that way. How sustainable is that?

Cost PressureMarginView in transcript →

What do you think drove some of the larger deal activity this quarter? Was it execution or maybe there's some pull forward ahead of potential shortages?

DemandSupply ChainView in transcript →

2025 Q3

just any update on, you know, the all-flash kind of competitive landscape and what you're seeing out there?

Competitive DynamicsPricingView in transcript →

2025 Q1

any more updates on dynamics we're seeing with VMware and Broadcom and customers contemplating new architectures

Competitive DynamicsCloud & AIView in transcript →

2024 Q4

Is that 100, is that deals in the quarter? And if so, that like what drove the doubling from 50 last quarter

Cloud & AIDemandView in transcript →