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Analyst
Brendan Popson
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 3questioned 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 7 of 7 questions from 3 companies
ITGartner3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
you mentioned this 75% time reduction for insights. So I guess just any clarity on what exactly that means
Show response
Gene described three factors: new content types like 'First Take' for same-day insights, restructured editing process with fewer people in the back end, and AI automation. Changes began July 2025 as part of the broader BTI transformation.
Calendar 2025 Q2
on the new business pipelines, I guess, what's driving that? Is it new logo, upsell, cross-sell or seats or some mix of all
Show response
Craig confirmed pipeline growth is balanced across new logos and existing client expansion. Gene cited strong demand for AI guidance and cybersecurity as key drivers.
it seemed like the view was that confidence that kind of returned by the end of the quarter, even though there was definitely some concerns earlier in the quarter
Show response
Gene pushed back, saying clients' cost-cutting behavior did not change through the quarter end. Companies worried about inability to fully pass tariff costs to clients.
FDSFactSet2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
why do you feel like there's more momentum there now. And is there something about your -- either the product you're offering or your go-to-market that's changed that's giving you more confidence?
Show response
Phil cited broadened product suite, organizational restructuring unifying CTS into one data factory. Goran added refocused sales team and growing demand for data in current environment.
Calendar 2025 Q1
It seems like the people cost has to be held down, I guess net of those acquisitions quite a bit to get to the midpoint. Normally, we can see those float up a little bit throughout the year. So I g...
Show response
Helen noted adjusted people expenses would have been lower excluding prior-year bonus accrual change. Managing through vendor credits, contract cancellations, favorable FX in H1. Expects expense ramp in H2 for Gen AI, infrastructure, and go-to-market investment. Absorbing 40-50 bps acquisition dilution.
VRSKVerisk2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
we could see valuations come down maybe alongside public equities at some point this year, so I guess, what kind of areas would you like to kind of augment your capabilities?
Show response
Lee Shavel noted improved M&A environment with PE challenged in monetizing investments, citing Simplitium as a recent example of their acquisition approach.
Calendar 2024 Q4
obviously, there was more benefit from the conversions to subscription. Just wanted to see, I guess, how to think about that for '25 and then just how to think about maybe longer term the runway th...
Show response
Elizabeth Mann broke down the discrete contract conversion timing and broader anti-fraud conversion impacts, noting both persist through H1 2025.
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 |
|---|---|---|
| IT Gartner | 3 | 0%none of 3 questions |
| FDS FactSet | 2 | —Rate withheld: fewer than 3 questions |
| VRSK Verisk | 2 | —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 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 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 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Innovation & R&D2
- Competitive Dynamics1
- Margin1
- Capex Investment1
- Demand1
- Trade Tariffs1
- Macroeconomic1
- M&A1
- Capital Allocation1
Show all 11 topics
- Subscriber Growth1