Jamesmichael Sherman-Lewis

Technology

Limited coverage. Only 7 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q1 '26

Focus Areas12 topics

Pricing2Revenue Growth2Cloud & AI2Subscriber Growth1Capex Investment1Innovation & R&D1Product Launch1Macroeconomic1Demand1Guidance Reliability1Regulation Policy1

Competitive Dynamics

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History7 questions

GDDYGoDaddy1 quarter

2025 Q4

how has feedback been from partners in the developer community? Could you revisit the broader opportunity

Innovation & R&DCloud & AIView in transcript →

You noted Airo drove a nearly 30% lift in product attach. So what offerings are seeing the greatest uptick?

Product LaunchRevenue GrowthView in transcript →

VRSNVerisign2 quarters

2026 Q1

what are your expectations for the price elasticity or renewal trends for these newer domains following the hike?

PricingSubscriber GrowthView in transcript →

And then any thoughts on .net pricing?

PricingRevenue GrowthView in transcript →

Is your current infrastructure sufficient to handle this expanding Internet?

Capex InvestmentCloud & AIView in transcript →

2025 Q4

can you unpack your assumptions on a macro or operational, that could drive domain growth to the low or the high end of the guide?

MacroeconomicDemandGuidance ReliabilityView in transcript →

Any expectations, then for, maybe the ICANN auction?

Regulation PolicyCompetitive DynamicsView in transcript →