Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Kishan Patel
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 3).
- 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.
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
GDDYGoDaddy2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
Have you observed any notable changes in top of funnel traffic patterns, customer acquisition behavior or conversion paths.
Show response
Aman confirmed continued search traffic impact from AI mode but offsetting through conversion improvements, consistent with prior quarters. Discussed positioning GoDaddy's APIs and offerings for agent-based customer journeys.
Calendar 2025 Q4
How are you thinking about the long-term monetization model for agentic experiences? And what factors would lead you toward subscription, usage, outcome-based
Show response
Aman confirmed hybrid subscription-plus-credits monetization model for agentic experiences. Direct and clear.
YELPYelp Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
some color on traffic driven by Perplexity and whether you're seeing search results ranking notably different
Show response
Stoppelman said Perplexity traffic is immaterial given its early stage while noting Yelp content appears in its results and licensing talks continue.
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 |
|---|---|---|
| GDDY GoDaddy | 2 | —Rate withheld: fewer than 3 questions |
| YELP Yelp 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 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 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.
- Cloud & AI3
- Competitive Dynamics2
- Demand1
- Pricing1