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Analyst
Ari Terjanian
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned 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 6 of 6 questions from 2 companies
NTAPNetApp5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2025 Q4
it seems like topics was down year over year. It seems like it's been trending that way. How sustainable is that?
Show response
Wissam expects OpEx to be potentially slightly higher in H2 as company continues investing in business growth.
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?
Show response
George firmly attributed large deal activity to execution, not supply chain pull-forward. Strength helped offset steep US public sector decline from shutdown.
Calendar 2025 Q3
just any update on, you know, the all-flash kind of competitive landscape and what you're seeing out there?
Show response
George acknowledged competitive environment but attributed any relative softness to higher US public sector exposure. No adverse competitive patterns in Q1. No tariff-related pricing actions taken (wait-and-see mode). New system pricing performing well in mix. Cost compares get more benign through rest of FY26.
Calendar 2025 Q1
any more updates on dynamics we're seeing with VMware and Broadcom and customers contemplating new architectures
Show response
George confirmed multiple pathways for VMware customers: optimize existing, migrate to cloud, or use on-prem alternatives like Microsoft/Red Hat.
Calendar 2024 Q4
Is that 100, is that deals in the quarter? And if so, that like what drove the doubling from 50 last quarter
Show response
George attributed the increase to broader field and partner engagement plus pipeline maturation from long sales cycles.
PEverpure, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Just on the coming GTC conference, like, just any more color on the decision to enter here?
Show response
CEO said Pure modified its product within its R&D budget to meet HPC/AI-training performance needs and will showcase FlashBlade advances at NVIDIA GTC.
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 |
|---|---|---|
| NTAP NetApp | 5 | 0%none of 5 questions |
| P Everpure, Inc. | 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Demand2
- Competitive Dynamics2
- Cost Pressure1
- Margin1
- Supply Chain1
- Pricing1
- Product Launch1