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Analyst
Gil Luria
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 14%2 of 14 questions
- Companies
- 2questioned at least once
- Reporting periods
- 8with 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. See how we grade analysts on earnings-call questions.
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 14 of 14 questions from 2 companies
SOUNSoundHound AI, Inc.12 questions · 7 reporting periods · 2 of 12 challenging
Calendar 2026 Q2
talk about what the components are for those -- for that deal what's the scope?
Show response
Described it as a channel customer 8-figure commitment to use OASYS across customers in 20 countries.
reviewing the guidance that we have as of today for the two scenarios.
Show response
Said guidance excludes LivePerson and it will update once the deal closes; next-year target at least $350-400M.
Calendar 2026 Q1
I think it will help investors get into your mindset, especially as you're making larger and larger acquisitions
Show response
Explained buying distressed but strong-customer businesses at attractive valuations and turning them around.
which is to say you do plan on some attrition of that business, planned attrition of that business moving forward
Show response
COO said it models ARR, churn and pipeline conservatively, targeting a transformational turnaround.
Calendar 2025 Q4
is there anything to call out as to why you had particularly prominent success in that vertical this quarter?
Show response
Cited China, India and a prominent Japan OEM win, and the Pillar 3 voice commerce flywheel.
Calendar 2025 Q3
which verticals do you think they will specifically have an impact?
Show response
Cited enterprise adjacencies in retail, auto, tech, financial services and healthcare, contemplated in the outlook.
Is it too much for us to think of this as maybe a humanoid robotics?
Show response
Confirmed a robotics company, not a humanoid, with double-digit-million committed over 2 to 3 years.
Calendar 2025 Q2
Who are you competing with to get that business and how are you able to differentiate
Show response
Said it competes with similar and legacy names in China and wins on technology quality and language coverage.
How would you rank the contribution of the different verticals in terms of the contribution to the sequential growth?
Show response
Declined to rank precisely, citing broad-based momentum led by enterprise.
Calendar 2025 Q1
how should we think about the levels that the first verticals are at?
Show response
Described well-balanced contribution across auto, restaurants, financial services, healthcare and hospitality.
Are the solutions that we're talking about solutions that we're still experimenting with customers?
Show response
Argued SoundHound has pioneered agentic-style behavior for over a decade and has live production experience.
Calendar 2024 Q4
that backlog number has grown quite a bit. Can you give us a couple more parameters around it?
Show response
Answered duration (~6 years) and described vertical balance shifting from auto toward restaurants and enterprise.
PLTRPalantir Technologies2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
When you get a CEO that's still unconvinced, what kind of analogies and metaphors can you use
Show response
Karp said demand exceeds capacity so Palantir rarely tries to win lab customers and called Anthropic a symbiotic partner; he gave no analogies, only noting it educates clients on closed-model risk.
Calendar 2026 Q2
if you choose a lab and you buy the orchestration and the consulting and the harnesses from them
Show response
Karp said Palantir already lets government customers swap models and cast lab lock-in as monopoly behavior; Sankar added customer-specific benchmarks let clients pick the right model per workflow.
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 |
|---|---|---|
| SOUN SoundHound AI, Inc. | 12 | 17%2 of 12 questions |
| PLTR Palantir Technologies | 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 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Demand5
- M&A4
- Cloud & AI3
- Competitive Dynamics3
- Guidance Reliability3
- Capital Allocation1
- Product Launch1
- Geographic Expansion1
- Innovation & R&D1