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Analyst
Madeline Brooks
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 3 of 3 questions from 1 company
AKAMAkamai Technologies3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
What is contributing to this current growth rate that we saw this quarter? And what needs to happen to bring it back up into the 20s?
Show response
Tom said cloud infrastructure services is the real driver. As CIS ARR grows at 40-45% and becomes a larger share, it will pull overall compute growth back toward 20%.
what gives you confidence in this 10%? And two, do you see any upside to this 10%?
Show response
Tom cited market-leading segmentation and API security solutions growing 30-35% ARR, plus new firewall for AI. Ed added security is highly recurring subscription business with very low churn, providing good base visibility.
Calendar 2024 Q4
the $100 million compute deal is not the same as the five year deal that you signed with your largest delivery customer
Show response
Tom confirmed they are the same customer, then explained the win was driven by superior performance, better pricing, and European connectivity.
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 |
|---|---|---|
| AKAM Akamai Technologies | 3 | 0%none of 3 questions |
- AKAMAkamai Technologies · 3 questions0%none of 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 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Revenue Growth2
- Guidance Reliability1
- Demand1