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Analyst
Brian Schwartz
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
NOWServiceNow2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
if we think about the percentage of AI inferencing and training workloads that are gonna run on the platform in 2026? How do you think that mix would break out between those workloads running on Se...
Show response
Amit said inferencing is a small fraction of overall workload cost. Most value is in context, data management, integration, and workflow orchestration on top of inference. Long-term expects more frontier models for inference but Now LLM retains role for sovereign, private, and on-prem requirements.
Calendar 2025 Q1
When you talk to executives, how do you think focus and priorities within the different software markets is changing versus past macro disruptions?
Show response
Bill said CEOs now manage a two-sided coin: OpEx reduction for potential revenue downturn while simultaneously investing in AI-driven business model innovation. Platform consolidation onto fewer vendors is accelerating.
SOUNSoundHound AI, Inc.2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2025 Q4
how you see the durability of the enterprise AI business as we enter this agentic era?
Show response
Argued software-automation disruption is a tailwind and faster AI development helps SoundHound reinvent.
Are you looking to show improvement in terms of the efficiency and the EBITDA margin 2026?
Show response
Guided to year-over-year EBITDA improvement and P&L leverage while reinvesting for growth.
PATHUiPath Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
is it possible to compare the ASPs on these type of deals versus the other products in the suite
Show response
Daniel said agentic deals can be larger and open new per-use-case pricing, citing the quarter's largest deal, but noted ASPs are early.
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 |
|---|---|---|
| NOW ServiceNow | 2 | —Rate withheld: fewer than 3 questions |
| SOUN SoundHound AI, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| PATH UiPath 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q43 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Innovation & R&D1
- Competitive Dynamics1
- Margin1
- Capital Allocation1
- Pricing1
- Product Launch1
- Macroeconomic1
- Demand1