Derrick Wood

Technology

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

Companies

Questions

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

Challenge Trend

Q4 '24Q3 '25

Focus Areas6 topics

Cloud & AI2Demand2Capex Investment1Margin1Revenue Growth1Pricing1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

NOWServiceNow2 quarters

2025 Q2

2% upside to your revenue guide is pretty high relative to historic trends. Anything to call out on what drove such robust upside?

Revenue GrowthDemandView in transcript →

2024 Q4

Is the message here that you expect some kind of near-term headwinds in seat growth as more workloads are being pushed to agents and that it just takes time to start really moving the needle on the...

PricingCloud & AIView in transcript →

ORCLOracle Corporation2 quarters

2025 Q3

could you provide a bit more context on how much CapEx and operational cost structure will be needed to fully service these contracts

Capex InvestmentMarginView in transcript →

2025 Q1

can you give us a sense as to how demand is unfolding across those three different environments

Cloud & AIDemandView in transcript →