Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Brian Schwartz (Oppenheimer) — Tellvest

Analysts/Brian Schwartz

Brian Schwartz

Technology

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

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

Challenge Trend

Q1 '25Q4 '25

Focus Areas7 topics

Cloud & AI2Innovation & R&D1Competitive Dynamics1Margin1Capital Allocation1Macroeconomic1Demand1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

NOWServiceNow2 quarters

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...

Cloud & AIInnovation & R&DView in transcript →

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?

MacroeconomicDemandView in transcript →

SOUNSoundHound AI, Inc.1 quarter

2025 Q4

how you see the durability of the enterprise AI business as we enter this agentic era?

ChallengingCompetitive DynamicsCloud & AIView in transcript →

Are you looking to show improvement in terms of the efficiency and the EBITDA margin 2026?

MarginCapital AllocationView in transcript →