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Analyst
Kingsley Crane
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 7with 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 9 of 9 questions from 3 companies
PATHUiPath Inc.4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
is the customer typically renewing at a much higher rate? Is it happening where they'll adopt AI
Show response
Ashim said it is all of the above; customers expand into AI at renewal, and POCs bolster renewal confidence across verticals and geos.
Calendar 2025 Q4
from an integration activity perspective, how is heterogeneity trending?
Show response
Daniel said no clear perception shift yet; UiPath continuously assesses frontier LLMs and uses a mixture, GPT-5 for document structure/intent, Gemini for specific extraction.
to what extent did this directly translate into proof improved results in Q3?
Show response
Ashim called co-development a leading indicator that shows UiPath's relevance, but reiterated there was no meaningful near-term revenue impact from agentic in Q3.
Calendar 2024 Q4
within your cloud business, could you provide a directional comment on the mix of hybrid cloud and pure SaaS
Show response
Ashim declined a precise SaaS/hybrid split, noting most installations remain hybrid on-prem/cloud while cloud adoption grows.
QBTSD-Wave Quantum Inc.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
what level of engineering work is required to operationalize the results of the paper?
Show response
Baratz said the Nature result, demonstrated on the 8-qubit dual-rail system, plus the Lambda-10 simulations give confidence in reaching the 2,000-fold error reduction at 181 qubits.
Calendar 2025 Q4
I am wondering if you have a sense of what you think an ideal net retention rate for that segment can be
Show response
Management did not publish retention rates but said QCaaS deals are getting larger, moving toward enterprise licenses like the $10M Fortune 100 deal.
Calendar 2025 Q3
Could this just become a blueprint to future deals and establishing points of presence across the world.
Show response
Baratz said the shared-capacity-then-purchase model, used first at Jülich, is a good way to build global presence and step toward system sales.
Calendar 2025 Q2
how the tenor in the U.S. government has shifted, specifically with respect to quantum annealing in the past couple of quarters?
Show response
Baratz said DARPA's QBI excludes annealing, which he called a mistake, and that broader US government progress is real but slow.
MDBMongoDB, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
to what extent do you think feature sets like that Voyage can drive workload creation within AI apps
Show response
Dev said Voyage AI closes the customer trust gap via higher-quality retrieval and accuracy, while the skills gap is met with a solutions approach; quantization also cuts vector storage cost.
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 |
|---|---|---|
| PATH UiPath Inc. | 4 | 0%none of 4 questions |
| QBTS D-Wave Quantum Inc. | 4 | 0%none of 4 questions |
| MDB MongoDB, 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Competitive Dynamics2
- Product Launch2
- Demand2
- Subscriber Growth1
- Innovation & R&D1
- Revenue Growth1
- Geographic Expansion1
- Regulation Policy1