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Analyst
Joel Fishbein
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 5questioned at least once
- Reporting periods
- 3with 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 7 of 7 questions from 5 companies
CRWDCrowdStrike2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
love to get a little bit more color around pricing and competitive environment around the AI security
Show response
Kurtz highlighted Charlotte AI adoption exceeding expectations with strong attach rates in Flex deals and noted level 3 analysts using it even more than the originally targeted level 1 analysts.
Calendar 2024 Q4
is the average deal term or duration of those deals. That'd be really helpful
Show response
Burt declined to share specific Flex deal duration but confirmed terms are trending longer, which management views positively.
SNOWSnowflake Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
Are you seeing -- is this a result of better, stronger execution and strategic focus?
Show response
Mike credited a dedicated new-logo acquisition team stood up last year, being replicated in EMEA.
Calendar 2025 Q1
I'd love to just get a little more granular about what that means for you guys at Snowflake
Show response
Sridhar explained OpenAI models are accessible within Snowflake's security perimeter; Mike said revenue impact is too early but upside.
NETCloudflare, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
how sales productivity and sales capacity is tracking, especially as it relates to the enterprise segment?
Show response
Prince confirmed continued QoQ improvement in sales productivity. Capacity increasing as hired reps ramp. Word is out that Cloudflare is the next world-class sales organization.
PANWPalo Alto Networks1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
how you view threat intelligence and the importance of sharing threat intelligence in this AI era and protecting against the bad guys
Show response
Lee noted traditional IOC-based threat intel becomes less useful as AI creates novel attacks. Intelligence sharing must shift toward attack techniques and approaches.
ZSZscaler1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
if there's been any updates on DoD and ThunderDome and any other projects there they've been looking at doing a revitalization
Show response
Jay confirmed continued share gains in federal. No specific ThunderDome update. New admin cost reduction push seen as positive for Zscaler.
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 |
|---|---|---|
| CRWD CrowdStrike | 2 | —Rate withheld: fewer than 3 questions |
| SNOW Snowflake Inc. | 2 | —Rate withheld: fewer than 3 questions |
| NET Cloudflare, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| PANW Palo Alto Networks | 1 | —Rate withheld: fewer than 3 questions |
| ZS Zscaler | 1 | —Rate withheld: fewer than 3 questions |
- CRWDCrowdStrike · 2 questions—rate withheld: under 3 questions
- SNOWSnowflake Inc. · 2 questions—rate withheld: under 3 questions
- NETCloudflare, Inc. · 1 question—rate withheld: under 3 questions
- PANWPalo Alto Networks · 1 question—rate withheld: under 3 questions
- ZSZscaler · 1 question—rate withheld: under 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 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 3 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Revenue Growth2
- Demand1
- Pricing1
- M&A1
- Subscriber Growth1
- Innovation & R&D1
- Competitive Dynamics1
- Geographic Expansion1
- Regulation Policy1