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Analyst
Dominique Manansala
Period: Reporting periods mapped to calendar 2025 Q3 – 2025 Q4 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 1 company
PATHUiPath Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
have early deployments given you enough usage patterns to help customers forecast more reliably?
Show response
Daniel said UiPath is constantly evaluating a pricing model reflecting AI consumption and is flexible (including outcome-based), but is in the early innings of understanding consumption patterns.
has the typical cycle timeframe from an PLC to a production deployment shortened versus earlier in the year?
Show response
Daniel said UiPath better understands use cases and is building accelerators/prepackaged solutions to compress time-to-value, expecting the trend to accelerate next year.
Calendar 2025 Q3
what patterns across geographies or verticals really persist here in the second quarter
Show response
Gupta cited US financial services, healthcare, public sector, and European manufacturing as pockets of strength within an otherwise variable, month-to-month macro.
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 |
|---|---|---|
| PATH UiPath Inc. | 3 | 0%none of 3 questions |
- PATHUiPath Inc. · 3 questions0%none of 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Pricing1
- Product Launch1
- Demand1
- Macroeconomic1