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Analyst
Arsenije Matovic
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 11on tracked calls
- Challenge rate
- 18%2 of 11 questions
- Companies
- 7questioned 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.
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 11 of 11 questions from 7 companies
APPApplovin Corp3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
do you see that maybe as an opportunity to showcase like apps engines and incremental performance for e-commerce campaigns versus Meta?
Show response
Adam said Meta's measurement integrations don't overlap with APP's business; ecommerce could quickly exceed 10% as gaming data flywheel benefits both sides.
Calendar 2024 Q4
what's a good point to look at in 2025 on when we should expect it to go self-service?
Show response
Adam declined to give specific timeline, emphasizing need for automated tools, AI agents for onboarding, and fraud/content moderation controls.
is it going to be tranched out where you're going to roll off a few studios over time throughout the year?
Show response
Matt confirmed entire Apps business sold at once, targeting close within Q2 subject to regulatory approval.
TEAMAtlassian3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
What is working best with customers when adopting service and Teamwork Collections that's kind of driving that stronger cross-sell growth contribution in cloud?
Show response
Mike cited speed of adoption, UX quality, HRSM growth, and dev-IT connectivity as Service Collection strengths. Customer service management showing internal 70%+ AI resolution rates. James said too early for FY27 guidance but Team '26 investor forum will provide historical subscription ARR to normalize timing effects.
Calendar 2025 Q2
can we expect to see more AI capabilities or new feature launches within the collection this year to further kind of drive that momentum there?
Show response
Mike confirmed continued AI innovation with Rovo Dev CLI, MCP servers in beta, GPT-5 work. Joe detailed FY25 migration contribution at mid-to-high single-digit range; FY26 guided at mid-single-digit with conservatism for complexity and macro.
Calendar 2025 Q1
How has the outlook on cloud revenue changed given the back-half weighted enterprise dynamics you saw this quarter?
Show response
Joe noted cloud growth beat expectations despite Q3 being seasonally slower. Better-than-expected paid seat expansion and migrations drove variance.
NBISNebius Group N.V.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q2
Debt markets have been volatile and all-in costs have generally moved higher. Are you still comfortable leaning on debt from here? Or should we expect greater use of equity through the ATM or perha...
Show response
Dado Alonso said the approach is to match the right instrument to the right assets while prioritizing cost of capital, dilution and balance-sheet strength, with customer prepayments and operating cash flow the first sources, followed by scalable asset-backed financing against the $40 billion backlog.
PATHUiPath Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
I just kind of wanted to go back and expand kind of on the ARR guidance methodology in terms of that conservatism
Show response
Ashim pushed back on the WorkFusion math, calling it an immaterial tuck-in, and said prudence was layered in for the variable macro.
PTCPTC Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
underperformance in the channel versus expectations, or is it just kind of exactly within what you were expecting
Show response
Barua confirmed Q1 was as expected internally. Talvitie added channel actually had a strong quarter. Focus is on building GTM momentum for sustainable growth.
SNPSSynopsys1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
how are customers structurally, I guess, approaching that convergence?
Show response
Ghazi said leading customers are requiring codesign, and the joint Multiphysics Fusion solution captures revenue upside beyond the separate point tools.
Show 1 more company
TRMBTrimble Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I just wanted to kind of unpack the acceleration in AECO organic ARR really strong going into the back half
Show response
Rob credited improved marketing insights and systems investments enabling better cross-sell analytics. Field Systems OEM partnerships expanded with Vermeer, KOBELCO, and Hyundai. Trimble technology outlets ahead of plan.
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 |
|---|---|---|
| APP Applovin Corp | 3 | 0%none of 3 questions |
| TEAM Atlassian | 3 | 0%none of 3 questions |
| NBIS Nebius Group N.V. | 1 | —Rate withheld: fewer than 3 questions |
| PATH UiPath Inc. | 1 | —Rate withheld: fewer than 3 questions |
| PTC PTC Inc. | 1 | —Rate withheld: fewer than 3 questions |
| SNPS Synopsys | 1 | —Rate withheld: fewer than 3 questions |
| TRMB Trimble Inc. | 1 | —Rate withheld: fewer than 3 questions |
- APPApplovin Corp · 3 questions0%none of 3 questions
- TEAMAtlassian · 3 questions0%none of 3 questions
- NBISNebius Group N.V. · 1 question—rate withheld: under 3 questions
- PATHUiPath Inc. · 1 question—rate withheld: under 3 questions
- PTCPTC Inc. · 1 question—rate withheld: under 3 questions
- SNPSSynopsys · 1 question—rate withheld: under 3 questions
- TRMBTrimble Inc. · 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 |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Product Launch4
- Guidance Reliability2
- M&A2
- Cloud & AI2
- Capital Allocation2
- Demand2
- Competitive Dynamics2
- Pricing1
- Credit1
Show all 12 topics
- Subscriber Growth1
- Innovation & R&D1