Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Dan Ives
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 7with 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 9 of 9 questions from 2 companies
PLTRPalantir Technologies7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
Can you walk through at the Sovereignty boot camp, what did you learn with talking to customers
Show response
Karp said the boot camp drew an unexpectedly heterodox, all-levels group and that older Foundry-only customers are now migrating across the stack to sovereign AI, reinforcing the strong NDR.
Calendar 2026 Q1
how do we balance between going after government deals and then commercial deals? Because, obviously, you are in a unique position
Show response
Karp gave a thorough answer explaining the company always prioritizes US national security over commercial, which gives them leverage with both government and commercial customers who respect the mission-first approach.
Calendar 2025 Q4
you're getting more and more of the budgets on the commercial as well as even on the government defense side
Show response
Alex explained growth is driven by deepening relationships rather than customer count, with serious customers putting their most important problems in Palantir's hands.
Calendar 2025 Q3
the accelerated sales cycles that you're seeing from so many companies that have gone to the boot camps
Show response
Ryan noted customers are moving from single use cases to enterprise-wide reorganization around AIP, with Alex comparing the transformation to taking a company private.
Calendar 2025 Q2
you're basically doing this without a direct sales force. So like are you going to go down that path?
Show response
Alex explained their go-to-market relies on customer referrals and credibility rather than traditional direct sales, with customers increasingly requesting enterprise-wide rollouts on first contact.
Calendar 2025 Q1
isn't that another opportunity where you could actually gain more share of budgets as you go to more meritocracy
Show response
Alex confirmed optimism about US government opportunity, emphasizing that pressure testing of systems benefits Palantir's culture and results-driven approach.
Calendar 2024 Q4
Are you surprised at how quick these sales cycles are actually taking place from when a customer first meets Palantir to now deploying AI initiatives?
Show response
Ryan Taylor gave a direct answer citing specific customer examples including a bank back-office process cut from 5 days to 3 minutes and automotive supplier automation.
CRWDCrowdStrike2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
can't this also be a huge benefit to you as it just further spreads the word and customers realize essentially what they don't have and you do have, especially with the Microsoft partnership at the...
Show response
Kurtz framed AI proliferation as structural tailwind driving demand for AIDR, identity security, browser security, and compliance. CrowdStrike gets best of both worlds leveraging external LLMs plus proprietary IP and models.
Calendar 2025 Q4
Can you just maybe just give some, you know, some insight into how those have changed from your perspective
Show response
Kurtz differentiated CrowdStrike's 11 AI agents from competitors still building chatbots, noting Charlotte is deeply embedded delivering minutes vs days outcomes for SOC teams.
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 |
|---|---|---|
| PLTR Palantir Technologies | 7 | 0%none of 7 questions |
| CRWD CrowdStrike | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 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 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand9
- Cloud & AI4
- Competitive Dynamics3
- Revenue Growth1
- Regulation Policy1