Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Jon Ruykhaver
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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. See how we grade analysts on earnings-call questions.
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 3 of 3 questions from 2 companies
ZSZscaler2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
is there any trade-off between control and functionality between extension and full browser?
Show response
Jay said SquareX browser extension approach is better than full enterprise browsers, no extra agent, no browser vulnerabilities. Handles device posture checks on unmanaged devices for third-party use cases. Expands TAM beyond existing browser isolation customers.
Calendar 2025 Q4
I'm curious to hear your thoughts on the synergies you see between Red Canary and the, you know, the data security portfolio
Show response
Jay cited three differentiators: full data security portfolio (not AI-only), AI-powered data classification for better detection, and closed-loop system between agentic operations and inline function for real-time breach response vs days/weeks delay.
CRWDCrowdStrike1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
where seen apps move to when you look at shift left? Will will we see further move beyond just AppSec container scanning
Show response
Kurtz outlined investments in ASPM, container scanning, and golden image guardrails, noting AI will be key to understanding interdependencies in build environments and MCP services.
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 |
|---|---|---|
| ZS Zscaler | 2 | —Rate withheld: fewer than 3 questions |
| CRWD CrowdStrike | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A2
- Product Launch2
- Cloud & AI1
- Innovation & R&D1