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Analyst
Jake Roberge
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters).
- Questions
- 15on tracked calls
- Challenge rate
- 0%none of 15 questions
- Companies
- 3questioned at least once
- Reporting periods
- 5with 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 15 of 15 questions from 3 companies
PATHUiPath Inc.8 questions · 5 reporting periods · 0 of 8 challenging
Calendar 2025 Q4
what type of pricing uplift or monetization that you're seeing once we actually get these these go lives in production
Show response
Ashim said monetization is not about pricing uplift but platform pull-through and stickiness, agentic paired with the rest of the platform drives customer value.
your Q4 guide implies that net new ARR could start growing again on a constant currency basis
Show response
Daniel framed the return to net new ARR growth qualitatively, improving execution and agentic traction in the Americas; Ashim added there is no single silver bullet.
Calendar 2025 Q3
how would you assess kind of the overall health of the go-to-market motion
Show response
Dines called the go-to-market stable, citing solid progress getting closer to customers and working more tightly with product.
what's the key pitch that gets you in the door, and who are you seeing most in those types of deals
Show response
Dines framed the pitch as platform-agnostic orchestration tightly integrated with UiPath automation, winning against major orchestration providers.
Calendar 2025 Q2
why Maestro is kind of the best fit compared to some of the other solutions in the market
Show response
Daniel differentiated Maestro as orchestrating agents, robots, and people, beyond agent-to-agent, with deep workflow analytics.
Calendar 2025 Q1
Can you talk a little bit more about the early areas or use cases that you're gaining traction with agents?
Show response
Dines described action-oriented agents triggered by enterprise workflows across financial services and healthcare, deployed where robots already run.
could you flesh out those comments about the significant volatility over the past two weeks
Show response
Dines said the volatility is broad-based ('not only us') and cited deal delays, including a Canadian bank re-reviewing recent approvals, but did not quantify the impact.
Calendar 2024 Q4
Can you just talk about the go-to-market changes that you've been able to make thus far
Show response
Daniel cited GTM simplification and moving functions closer to customers but acknowledged more work remains.
DDOGDatadog6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2025 Q3
I'm curious if there are any areas like security or the new logos or upmarket that you could look to lean even deeper into
Show response
Pomel confirmed they're in Q4 planning for next year: scaling what works, stopping what's inconclusive, and experimenting with new go-to-market motions. Compared building go-to-market to building software.
how the engagement with those agents as compared to kind of the ramp of security Flex Logs
Show response
Pomel described a powerful 'aha moment' where customers see Bits AI reach the same incident conclusion in 3 minutes that took 20 engineers 2 hours. Full roadmap of deepening capabilities and expanding to security agent for Cloud SIEM wins.
Calendar 2025 Q2
if you were to see optimization, when would you expect that to happen
Show response
Pomel acknowledged inability to predict timing of AI native optimization, noting renewals and renegotiations are natural inflection points but timing is unpredictable.
could you also talk about the uptake and feedback that you're getting for your own AI solutions like Bits AI, the new observability agents
Show response
Pomel reported very positive initial response to AI agents, with customers purchasing quickly during trials. Focus now on scaling the product to serve more customers.
Calendar 2025 Q1
Can you talk a little bit more about what you're seeing in the log management market specifically
Show response
Pomel expressed strong bullishness on Flex Logs, noting it drives net new use cases and total platform spending increases.
what you're seeing from some of those AI native contracts that have already come up for renewal
Show response
Pomel confirmed healthy renewals but noted revenue concentration risk in AI cohort, drawing parallel to cloud native optimization cycle.
ADBEAdobe Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
as you expand to these new services outside of the Adobe ecosystem, how are you thinking about driving monetization of that usage
Show response
David described LLMs as a top-of-funnel acquisition channel with conversion opportunity on the back end. MCP endpoints allow LLMs to work with Adobe models and APIs, atomizing capabilities into freemium experiences. Creative freemium MAU grew over 35%, starting to convert into paid results.
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. | 8 | 0%none of 8 questions |
| DDOG Datadog | 6 | 0%none of 6 questions |
| ADBE Adobe 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 4 | 0%none of 4 questions | 2 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 4 | 0%none of 4 questions | 2 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q34 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI9
- Competitive Dynamics5
- Revenue Growth3
- Guidance Reliability2
- Product Launch2
- Innovation & R&D2
- Subscriber Growth2
- Pricing1
- Macroeconomic1
- Demand1
Show all 11 topics
- Capex Investment1