Arvind Ramnani

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

50%

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

Focus Areas4 topics

Guidance Reliability1Demand1Cloud & AI1Competitive Dynamics1

Question History2 questions

EPAMEPAM Systems1 quarter

2026 Q1

how are you getting confidence that the prospect of clients will actually convert to revenue on time in order for you to hit your guidance numbers?

ChallengingGuidance ReliabilityDemandView in transcript →

is there any sort of like revenue cannibalization or workflow cannibalization or displacement of some of the legacy work as some of the AI work ramps up?

Cloud & AICompetitive DynamicsView in transcript →