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Analyst
Jeff Hopson
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 3questioned 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 8 of 8 questions from 3 companies
FFIVF5, Inc.4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
Just curious in those more regulated industries that are on-prem kind of where are we in that adoption of AI
Show response
Locoh-Donou walked through adoption by regulated vertical and argued the multi-model, multi-environment pattern plays directly to F5's hybrid multi-cloud positioning.
how they may be similar or different than traditional workloads and the resulting impacts on F5 then?
Show response
Chief Product Officer Kunal Anand explained agents as ordinary applications that multiply east-west data center traffic, expanding what F5 sits in front of.
Calendar 2026 Q1
any additional information on the dynamics that are going on in U.S. Fed?
Show response
Francois expanded beyond Fed to global government strength driven by defense spending growth across all geographies. Defense customers investing heavily in security and hybrid multi-cloud with air-gapped environments. F5 made specific investments for defense opportunity now paying off.
any more color on the magnitude of that step down
Show response
Cooper confirmed higher-cost memory flowing in Q3 at partial rate and full run rate in Q4. Memory relief expected several quarters out but prices elevated through better part of FY27. Early procurement mitigated H1 impact but later purchases at higher prices now entering cost structure.
ANETArista Networks2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
where we are with the scale across buildouts. Like, is it concentrated to maybe a couple of the cloud titans
Show response
Jayshree said scale-across is dominated by cloud and AI titans today but already extending to new clouds, driven by persistent power and compute scarcity.
Calendar 2025 Q3
is there a way to think about Arista's opportunity with new network builds versus refreshing or upgrading existing networks
Show response
Jayshree noted majority of current activity is new gigawatt-scale AI data center construction rather than traditional refresh cycles.
CRWDCrowdStrike2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
how are you guys approaching the buy versus build when it comes to a technology like AI that's developing pretty quickly
Show response
Kurtz emphasized thoughtful acquisition strategy focused on best-of-breed technologies with proper native integration rather than stitching. $4.8B cash provides strategic flexibility.
Calendar 2025 Q3
any insights to specific features that may have pushed customers to adopt. Or, I guess, on the flip side, any hurdles
Show response
Kurtz differentiated Charlotte as a deeply embedded orchestration layer not a chatbot, with tasks that took four days now taking an hour. Each release adds more features.
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 |
|---|---|---|
| FFIV F5, Inc. | 4 | 0%none of 4 questions |
| ANET Arista Networks | 2 | —Rate withheld: fewer than 3 questions |
| CRWD CrowdStrike | 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 |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Innovation & R&D3
- Demand3
- Regulation Policy2
- M&A1
- Margin1
- Pricing1
- Capex Investment1