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Analyst
Henry Hayden
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q3 (4 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned 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 4 of 4 questions from 2 companies
VRSKVerisk3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Is there a volumetric component to how you're charging for this or is it all covered in a subscription basis?
Show response
Mann answered the pricing mechanics directly and characterized industry monetization as a slow and steady build gated by client governance reviews.
Calendar 2026 Q1
We were hoping for an update on the cross-sell environment that you're seeing, specifically as it relates to how adoption of digital modules from existing solution upgrades is trending
Show response
Elizabeth Mann cited active pipelines of trials, POCs, and new subscriptions. Lee Shavel added two dimensions: improved individual product cross-sell through strategic dialogue, and growing enterprise-oriented solutions integrating data sets across products.
Calendar 2025 Q4
any incremental color you could give on adoption of these modules would be very helpful. And then as you move past Core Lines Reimagine, how you are thinking about what drives the leg of pricing
Show response
Lee Shavel noted adoption is a training process; clients report significant productivity gains. Saurabh Khemka said the original Reimagine scope will complete in 2026 but continuous innovation will drive new AI use cases.
FDSFactSet1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
the extent to which you're currently charging a premium for MCP data connectors versus non-MCP data feeds.
Show response
Declined the specific premium metric but said MCP is bundled and workstation users adopting it grow 20-50% more in total ASV.
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 |
|---|---|---|
| VRSK Verisk | 3 | 0%none of 3 questions |
| FDS FactSet | 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing3
- Cloud & AI2
- Product Launch2
- Margin1
- Demand1
- Innovation & R&D1