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Analyst
Lou Miscioscia
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 5with 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 5 of 5 questions from 2 companies
NTAPNetApp4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
when do you think inference applications really start to create more data? That would then drive material new revenue for you?
Show response
George reiterated compute/network build-out is bigger and earlier than storage. LLM training doesn't require much storage. 80% of storage TAM from inferencing. Seeing momentum in data lake/modernization. Enterprise AI adoption is use-case dependent, not horizontal, life sciences most advanced, others in proof-of-concept.
Calendar 2025 Q2
do you think that as we get to the following year, I'm not really looking for guidance with inference really starting to ramp, enterprise is starting to buy AI servers that will get a step function...
Show response
George framed AI storage growth as dependent on business value delivered by inferencing/reasoning/agentic AI. Current phase is data infrastructure readiness (unification, cataloging, lineage, privacy). Enterprise adoption expanding quarter by quarter; transformative business value could drive rapid adoption in 12-18 months but outcome depends on enterprise ROI realization.
Calendar 2025 Q1
are we still 6 months out, 12 months out? Or anything that you could shed light on with our guidance would be helpful
Show response
George reiterated H2 CY2025/2026 timeline for enterprise AI production deployments, with larger clients moving faster.
Calendar 2024 Q4
any comment on just European demand? It seems the economies are maybe a little bit slower there
Show response
George acknowledged choppy European macro but said team outperformed; Americas strength driven by execution across all segments.
DELLDell Technologies1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
why numbers are not higher for that, more into the solid double-digit range. And are you only seeing inference deployed on AI servers
Show response
Jeff confirmed demand outpaced supply in Q4 with AI workloads on x86 picking up in enterprise across software development, scientific computing, and financial trading. David guided strong double-digit Q1 growth.
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 |
|---|---|---|
| NTAP NetApp | 4 | 0%none of 4 questions |
| DELL Dell Technologies | 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 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 100%1 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 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI4
- Revenue Growth4
- Demand1
- Macroeconomic1
- Geographic Expansion1