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Analyst
Austin Williams
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 4 of 4 questions from 2 companies
PATHUiPath Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
how results in 3Q came in versus your expectations at the beginning of the year related to Doge
Show response
Daniel called federal a dynamic environment with pockets of strength returning to a new normal, and said OpenAI's GPT-5 is used across the platform, including Screenplay.
Calendar 2025 Q3
double click on the U.S. Federal business and just any other color that you can add on how that business performed
Show response
Gupta declined to break out segments but described a strong public-sector quarter with wins at the VA and Coast Guard and budget stabilization.
the big sequential step up in subscription revenue this quarter. Was there anything specific to call out
Show response
Gupta attributed the step-up to a prior-quarter leap-year effect that caught up, and said the line is now back to stable.
TYLTyler Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Any color on how you're leveraging AI and any cost savings that you're able to drive there?
Show response
Lynn said AI increasing developer capacity and seeing anecdotal service delivery efficiencies (data conversion from months to weeks). Repurchased 2.5% of stock at ~$315 average, $650M remaining. Views current price as good long-term value given confidence in 2030 FCF targets.
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 |
|---|---|---|
| PATH UiPath Inc. | 3 | 0%none of 3 questions |
| TYL Tyler Technologies | 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 |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy2
- Demand2
- Revenue Growth1
- Innovation & R&D1
- Capital Allocation1