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Analyst
George Kurosawa
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 7 of 7 questions from 1 company
ROPRoper Technologies7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
your approach to managing AI costs and governing those internally.
Show response
Jason said spend is up ~3x since January but is managed via local ownership, gateways/auto-routing and using lower-level models.
Calendar 2026 Q1
any pattern matching in terms of why some of these businesses seem to be moving a little faster than others?
Show response
Neil said pattern is simply earliest movers are furthest along. CentralReach, Aderant, DAT/Convoy are tip of the spear. Next wave of 10-12 companies now getting to market with real agentic SKUs beyond chatbots. President's Summit AI showcase accelerates learning across portfolio.
how they ended up sort of stack ranking the opportunities that they see in front of them and then maybe the scope of their involvement
Show response
Neil said prioritization is size of prize and impact, led by executive leadership team. Vertafore is one of largest agentic automation opportunities. Team expanding from 1 to 6 business partnerships this quarter. Delivered 10x productivity gains partnering with Vertafore through coaching, speed, and change management.
Calendar 2025 Q4
Would love to hear a little bit about the team they're building out, what you have them focused on
Show response
Neil outlined three focus areas: coaching/teaching AI development across businesses, building an AI development strike team to supplement business resources, and identifying reusable AI components for portfolio-wide deployment. Clear opportunity for reuse identified in first quarter of engagement.
Core gross margins were up over one point in the quarter. Maybe talk through the tailwinds there
Show response
Jason said long-term incremental margins target ~45% at EBITDA line, did better in 2025. For 2026: AS up slightly, Network down on full-year Convoy/Algo scaling, TEP down first half on higher consumables mix then improving through year.
Calendar 2025 Q3
I think you disclosed 25 products last quarter. I'm curious if you have an updated number just to give us a sense for the pace of innovation
Show response
Neil shifted from counting products to emphasizing AI SKUs rolling out across 20+ software businesses through H1 2026. Highlighted internal knowledge compounding and high right to win from vertical data advantages.
Maybe just if you could frame your confidence in a reacceleration from here, particularly as we start to sharpen our pencils for '26.
Show response
Neil walked through segment-by-segment outlook: AS consistent trends with Deltek improving on OB3 timing, Networks consistent last 3 quarters with Foundry better next year, TEP normalizing Neptune lead times with NDI strong. Feels good about trends but needs Q4 planning process for clarity.
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 |
|---|---|---|
| ROP Roper Technologies | 7 | 0%none of 7 questions |
- ROPRoper Technologies · 7 questions0%none of 7 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Innovation & R&D3
- Revenue Growth2
- Cost Pressure1
- Competitive Dynamics1
- Margin1
- Guidance Reliability1