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Analyst
Kasthuri Rangan
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q3 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 50%1 of 2 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 2 of 2 questions from 2 companies
FIGFigma, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
how do you think about the halo effect that it's creating upstream in the portfolio?
Show response
Dylan described the linear workflow breaking down as customers move fluidly between Make, ideation and production.
SNOWSnowflake Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q2
why wouldn't and why shouldn't NER be better, given the tail effect of new product introduction
Show response
Mike said newer customers outside the NRR cohort drive growth, and NRR and revenue growth converge over time.
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 |
|---|---|---|
| FIG Figma, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| SNOW Snowflake 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 |
|---|---|---|---|
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Cloud & AI1
- Demand1