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Analyst
Devin Au
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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.
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 3 of 3 questions from 2 companies
TRMBTrimble Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
what you're hearing from customers within AECO among construction owners and engineers? How are you thinking about their business
Show response
Rob noted steady performance with pockets of strength and weakness. Slightly longer enterprise sales cycles but no fundamental decision changes. Small-to-mid construction growing well. Quarter-to-date supports outlook.
Have you seen any maybe deals that might have gone pulled forward just because of the geopolitical challenges and concerns
Show response
Rob separated software (no pull-forward, no pricing change) from hardware (<$5M possible pull-forward). Importantly, dealer inventories went down in Q1, meaning retail sales outpaced wholesale.
PATHUiPath Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
does the ARR guidance raise still bake in prudence in that business?
Show response
Gupta said both are true - the guide bakes in prudence while also reflecting more expected public-sector contribution given the stabilized environment.
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 |
|---|---|---|
| TRMB Trimble 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Guidance Reliability1
- Macroeconomic1
- Trade Tariffs1