Start 30 days free, no card. Full Pro access for a month, then decide. Start free

Back to analysts list

Analyst

Chris Quintero

Morgan Stanley · covers Technology

Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 2).

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
2questioned at least once
Reporting periods
2with 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. See how we grade analysts on earnings-call questions.

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 2 of 2 questions from 2 companies

IOTSamsara Inc.1 question · 1 reporting period · 0 of 1 challenging
IOT company page →

Calendar 2026 Q2

how those discussions are going with some of your largest customers and what's really driving that momentum up there

DemandRevenue GrowthTranscript · FY2027 Q1 →
Show response

Sanjit tied the $1 million-plus customer momentum to multiproduct adoption and the connected-operations vision across large, complex fleets.

WDAYWorkday, Inc.1 question · 1 reporting period · 0 of 1 challenging
WDAY company page →

Calendar 2025 Q1

the Agent partnership you announced with Salesforce last year, which is super interesting, but didn't hear you call it out in the prepared remarks

Cloud & AICompetitive DynamicsTranscript · FY2025 Q4 →
Show response

David noted the Salesforce partnership was instrumental in developing Agent System of Record capabilities, particularly agent-to-agent communication. Still early days but progressing well.

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.

CompanyQuestionsChallenge rate
IOT Samsara Inc.1—Rate withheld: fewer than 3 questions
WDAY Workday, Inc.1—Rate withheld: fewer than 3 questions
  • IOT
    Samsara Inc. · 1 question
    —rate withheld: under 3 questions
  • WDAY
    Workday, Inc. · 1 question
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q110%none of 1 question1
2025 Q2No questions recorded——
2025 Q3No questions recorded——
2025 Q4No questions recorded——
2026 Q1No questions recorded——
2026 Q210%none of 1 question1
  1. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q2No questions recorded
  3. 2025 Q3No questions recorded
  4. 2025 Q4No questions recorded
  5. 2026 Q1No questions recorded
  6. 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Demand1
  • Revenue Growth1
  • Cloud & AI1
  • Competitive Dynamics1