Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Manav Patnaik
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 85on tracked calls
- Challenge rate
- 9%8 of 85 questions
- Companies
- 12questioned at least once
- Reporting periods
- 9with 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 85 of 85 questions from 12 companies
FICOFair Isaac16 questions · 8 reporting periods · 3 of 16 challenging
Calendar 2026 Q2
I just had a question on the DLT program that you said is under review by the GSEs
Show response
Lansing gave a clear status: operations ready, waiting only on one GSE certification, agreements cover 60% of reseller volume.
just on the release of the 10T data, just curious, I don’t know if you guys have had any feedback worth sharing
Show response
Pivoted to third-party Milliman analysis and general market demand rather than naming specific client feedback.
Calendar 2026 Q1
just some help on how that process works? Like will there be another pilot like they're doing now with VantageScore once 10T is out
Show response
Lansing said the 10T data release is entirely in the hands of FHFA/GSEs, with market pressure for simultaneous 10T and VantageScore availability, but no confirmed timeline.
Can you give us an update on when that's going live, what the feedback right now is with lenders and kind of adoption that you expect there?
Show response
Lansing said 3 of top 5 resellers signed with remaining 2 in deep discussion. Awaiting FHFA sign-off on reseller score calculation, but the math is identical to bureau calculation.
Calendar 2025 Q4
I was just wondering if you could give us any early signs or based on your discussions, how you think that's going? Is that going to be available through the credit bureau channel as well?
Show response
Lansing confirmed the performance model is DLP-only for now, with strong interest and active work to bring the direct channel live.
It was a good quarter. You maintained the guide. I know that's practice, but maybe you could just help us appreciate why there was no raise to the guide this time
Show response
Weber acknowledged confidence in beating guidance but cited being only 3 months in and macro uncertainty (Fed, rate trajectory) as reasons to wait for Q2 to revise.
I was just hoping you could help us appreciate the significance of that and any sense of timing around when 10T officially gets approved and used, et cetera?
Show response
Weber confirmed nonconforming adoption continuing but said GSEs are still testing 10T with no published timeline for general availability.
Calendar 2025 Q3
your recent discussions with the FHFA. Obviously, there's a lot going on and direct will be treated favorably about your recent actions. But then also, like, what's next
Show response
Lansing described constructive FHFA engagement, positive reception of the direct program, and confirmed 10T is with the GSEs for release though no exact date.
Calendar 2025 Q2
you had customers already using it adding to about $313 billion, I think, is what you said. I was just wondering how many customers are using it. What is the pipeline for that
Show response
Lansing didn't provide exact customer count but confirmed strong pipeline with both testing and production usage. Singleton later clarified over 30 lenders.
for the insurance core product that had the renewal this quarter, can you just remind us what that is and if there's a bunch of these that could occur over time
Show response
Weber confirmed the Insurance Scores multiyear license renewal was a one-off, not a recurring pattern.
Calendar 2025 Q1
this is your kind of beat and raise type quarter. So, I just wanted some perspective on how you thought results came in versus your expectations
Show response
Lansing acknowledged uncertainty but defended the conservative approach, signaling confidence in eventual guidance raise.
you guys were pretty confident in the reacceleration of software. So, I was just hoping you could give us some context on platform. And then even non-platform was down this quarter
Show response
Lansing attributed deceleration to macro-driven lower CCS usage growth, not customer losses, and expressed confidence in future platform strength.
Calendar 2024 Q4
There's talk of, the GSE privatizing. Just how do you look at these changes? Do you think GSE privatization has any impact to the status of the FICO score?
Show response
Lansing expressed confidence FICO's market position predates conservatorship and noted strong market share in all non-government markets.
I think you were expecting ARR to be in the 30%, and now we're talking 20%. Was there something in the quarter timing-wise
Show response
Lansing attributed deceleration to weaker prior-period bookings flowing through plus FX headwinds; maintained long-term 30%+ growth trajectory.
Calendar 2024 Q3
just thinking ahead, do you still see more room for that gap to close? I mean, I guess it's 1% the mark?
Show response
Lansing directly affirmed continued pricing opportunity, framing FICO's value as significantly exceeding what they charge.
where there's obviously a lot of work and focus on your end is on the software side. And I was just wondering if you could just level set us
Show response
Lansing framed the platform as early innings with under half of top 300 FIs penetrated, with continued investment in indirect sales and ecosystem.
EFXEquifax12 questions · 7 reporting periods · 0 of 12 challenging
Calendar 2026 Q2
Just trying to appreciate how it ends and then how quickly all this new business rolls into in 2027 as well.
Show response
Management said the $100M new business is 2027 ACV run rate landing principally early in 2027.
Calendar 2026 Q1
I think we all saw the mortgage data kind of taper off in March.
Show response
Management addressed the question directly with specific data points.
Okay. Got it. And I think your point on reemphasizing the proprietary data, that's well understood.
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q4
Hey, this is Brendan on for Manav. I just want to follow-up on the some of the mortgage market commentary.
Show response
Management addressed the question directly with specific data points.
Okay. And then on the twin indicator, I you're launching that kind of across the board obviously, it's already in market
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q3
The first question, if you could just remind us the different moving pieces, I guess, on the mortgage side.
Show response
Management addressed the question directly with specific data points.
And the feedback on the score pricing, I think that makes sense.
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q2
Hi. Thank you. Good morning. I just wanted to revisit the government business again.
Show response
Management addressed the question directly with specific data points.
K. And then, you know, just on the talent segment, on the criminal data, I think you mentioned something around shared s
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q1
This is Brendan on for Manav. I just want to ask on just the level of visibility you have for the second quarter and kin
Show response
Management addressed the question directly with specific data points.
Calendar 2024 Q4
Okay, got it. And then maybe just on the government side, Mark, just help us with that cadence again in terms of what's
Show response
Management addressed the question directly with specific data points.
Good morning. I just wanted to confirm, Mark, when you said without the mortgage and hiring headwinds go to being 200 ba
Show response
Management addressed the question directly with specific data points.
CTASCintas8 questions · 5 reporting periods · 1 of 8 challenging
Calendar 2026 Q3
Maybe any thoughts on, you know, the cadence of margins for the rest of the year?
Show response
Todd guided incremental margins up to 32 to 34 from 30 to 32 with double-digit operating margin expansion; first-half workday tailwinds reverse in H2.
elaborate a little bit more on the customer conversations you're having today
Show response
Todd called the macro dynamic but said demand across the broad customer base remains healthy, some thriving, some struggling.
Calendar 2026 Q2
When you look forward just given the uncertainty of the macro environment
Show response
Todd emphasized controlling what they can control and the massive TAM enabling growth across cycles; answered the strategic intent directly.
Calendar 2025 Q4
what is your downturn playbook look like? Like if unemployment does crack, how do you still keep up these kind of high single-digit growth levels, which levers typically make up more
Show response
Multiple growth levers: new business from no-programmers, cross-selling (still early innings), M&A (tends to improve in downturns), retention. Outsourcing value proposition strengthens when customers have fewer people.
Calendar 2025 Q3
In the context of more budget pressures if the macro weakens, I was hoping you could give us some historical anecdotal examples, maybe if that's a positive for you guys in terms of accelerating the...
Show response
Management confirmed outsourcing value proposition strengthens in pressure environments. Frees up cash flow, time, and budgeting for customers.
on the fire side, the decline in gross margins, I'm guessing, is that because the SAP implementation is in full swing now
Show response
Confirmed SAP investment driving additional costs in Fire business. Investing in bench strength, operational capacity, and multiple technologies for long-term growth.
Calendar 2024 Q4
The M&A in the quarter, just it seems -- like you were pretty active. So just curious in which areas and anything to call out there
Show response
Management confirmed acquisitions across route-based businesses but declined to give specifics on size or areas. Focused on synergies and customer base.
the top line guide that you lowered by 40 basis points. It sounds like all you said all your expectations have kind of remained the same
Show response
CFO explained the narrowing was purely mathematical, Q2 at 7.1% in middle of range mechanically adjusted full-year top end.
MSCIMSCI7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
how would you characterize the momentum there versus maybe the numbers this quarter
Show response
Henry framed the softer sales as timing on 80+ newly launched high-ticket products and pointed to a strong H2 pipeline.
Calendar 2026 Q1
Thank you. Good morning. I just wanted a little bit more color. These are obviously some impressive net new sales numbers out there, especially in this environment where we all perceive
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q4
This is Brendan on for Manav. Just wanted to ask on the private assets, look like it has its best net new quarter.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q3
Henry, I just wanted to ask kind of a bigger picture question on your strategy around private credit.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q2
Thank you. Henry, you talked a lot about your asset manager base kind of staying stable in that mid-single-digit growth range.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q1
Hi. Thank you. I just wanted to ask in terms of your comment on your preparing for a wide range of outcomes, maybe just, you know, remind us, you know, kind of of that downturn playbook
Show response
Management addressed the question with specific commentary.
Calendar 2024 Q4
Thank you. Andy, I just wanted to follow-up on your comment on the exciting year ahead and I was hoping you could just contextualize that a bit with the environment.
Show response
Management addressed the question with specific commentary.
SPGIS&P Global7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
does that imply that you’re still trying to reevaluate exactly how those businesses might look
Show response
Martina reframed the question as simplification and reiterated no change in strategy; the reduced-disclosure point itself went unaddressed.
Calendar 2026 Q1
you could help us just appreciate the strategy in Energy where you're selling the workflow businesses and focusing in data
Show response
Martina quantified divested software at 25% of Upstream revenues, highlighted 75% retained as differentiated proprietary data, and noted new SLB distribution partnership.
Calendar 2025 Q4
do you think all these enhancements that you're talking about will help you accelerate revenue growth? And also, how do you think that changes your pricing strategy going forward?
Show response
Martina outlined AI revenue channels: value-based renewal conversations, paid add-ons like iLEVEL automated data ingestion (20% adoption in 6 months), new data set sales from CCO/Kensho Labs conversations, and competitive wins.
Calendar 2025 Q3
within MI itself going forward, how big a role do you think AI will have in helping expand those margins in a meaningful way
Show response
Eric described enterprise data office consolidation of 8,000 employees, vibe-coded workflow tool saving multimillions, and CI researchers using AI for first-draft reports creating additional multimillion savings.
Calendar 2025 Q2
Can you just provide a little bit more color on the sanctions you mentioned in terms of the revenue impact? And also, if I may, the Upstream business has been a very, very low growth business
Show response
Eric explained sanctions impact is contained at 1-2pp for price assessments only. Defended Upstream fit as deeply integrated with broader CI product suite, noting ~half of top 20 US producers involved in M&A.
Calendar 2025 Q1
it sounds like from everything you're saying, you're not yet seeing any major changes in your customer behavior
Show response
Confirmed no major changes in subscription business behavior, citing multiyear deals as ballast. Noted vendor consolidation opportunities accelerating and significant uptick in platform usage.
Calendar 2024 Q4
in terms of the portfolio, the 2 divestitures you already did. Just curious on what we should expect in terms of if there's other areas in there that you wanted to clean up
Show response
Martina confirmed ongoing portfolio optimization and highlighted Q4's strong retention, lowest cancellations in over a year, and good competitive wins with no losses.
TRIThomson Reuters Corporation7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
Is there any way to disaggregate that growth by the market that you've described it before
Show response
Hasker declined to break out legal growth by research vs workflow, saying the categories are increasingly and purposely blurred as agentic AI expands TR's role into drafting and litigation analytics.
give us a sense of how CoCounsel was doing in terms of its growth rate and size
Show response
Hasker cited CoCounsel passing 1 million users with rising daily usage, a fully agentic rebuilt CoCounsel Legal in beta, and plans to port Tabular Analysis onto Thomson for lower cost and latency.
Calendar 2025 Q3
Can you help us with any sense of sizing of workflow for you guys and the growth rates there?
Show response
Steve said CoCounsel is at or outpacing all competitors in size and growth rate. Differentiation comes from integration of content, expertise, and 1,500 reference attorneys training agent behaviors. Confident in medium-to-longer-term prospects.
in the past, Steve, you've talked about potentially larger ones. So just trying to get an update on where the market is at
Show response
Steve identified risk/fraud/compliance (building on CLEAR) and IDT/e-invoicing (Pagero) as areas for larger deals. Assets of interest are still fully valued in private hands. Mike added international as a third area under Adrian Fognini.
Calendar 2025 Q2
I was hoping you could help us just frame your solution set versus the competition out there
Show response
Steve said TR is ahead in Tax & Accounting with Ready to Review/Advise. In Legal, differentiation comes from content integration and single integrated solution strategy. David highlighted Deep Research as unique legal-specific agent technology.
Calendar 2025 Q1
The 68% the other products, I was just hoping you could help us with kind of the average growth there and the opportunity to accelerate
Show response
Mike broke down the 68% bucket. Steve explained GenAI injection into more content sets will shift products into higher growth categories over time.
any updates you can give us on the exposure there to those websites? Obviously there's lots of contracts here and there
Show response
Mike detailed government at ~8% of total TR revenue, split 60% state/local and 40% federal, with 60-65% legal products and 35-40% risk/CLEAR products.
Show 6 more companies
ECLEcolab6 questions · 6 reporting periods · 1 of 6 challenging
Calendar 2026 Q2
could you just help us with the current mix of the business between data centers and microelectronics
Show response
Beck split high-tech into legacy, CoolIT and Ovivo at roughly $500 million each and said the 25% growth trajectory to $4 billion by 2030 is very realistic.
Calendar 2025 Q4
just help us, you know, size what you think the growth rate is, where the opportunities are, and perhaps if you see any roadblocks
Show response
Beck framed AI water opportunity across three axes: chip production (ultrapure water), powering chips (power generation is 2nd largest water user), and cooling chips (shifting to liquid). Combined GHT + Ovivo is ~$1B growing strong double-digit at very high margins.
Calendar 2025 Q3
how long do you think before that mix is big enough to start moving the needle?
Show response
Beck noted growth engines at ~20% of sales ($3B) growing 12% with even higher OI growth. Expects growth engines to reach 30-40% of company in coming years. Ovivo adds to the trajectory. Mix shift will increasingly drive overall company growth higher.
Calendar 2025 Q2
I think the 2%, I believe, was supposed to be 2.5% to maybe a bit higher. If you could just talk about what we should expect in the second half with and without the surcharge pricing that you have ...
Show response
Beck confirmed pricing at 2% in Q1 and Q2 with US trade surcharge starting in Q2. Expects pricing to reach 3% by Q4, possibly Q3. Customer retention strengthening alongside price increases.
Calendar 2025 Q1
Have things gotten worse? Did that happen kind of in advance of what people see here?
Show response
Beck confirmed demand dipped in late February then stabilized at lower level. Expects soft demand for remainder of year. Record new business offsetting weakness.
Calendar 2024 Q4
Any sense of, you know, just sizing it? And I suppose you know, how intertwined is it with your OneEcolab initiative
Show response
Beck described three digital revenue streams: device leases, software subscriptions, and digital content consumption. Numbers to be disclosed in Q1 2025.
FDSFactSet6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q3
when you saw periods of faster ASV growth, the margins were pressured. Will that be the case in 2027 as well?
Show response
Called the one-time infrastructure and cyber investments largely complete and pointed to a clear path to FY2027 margin improvement.
Calendar 2026 Q2
I just wanted to understand the partnership strategy and maybe just part of broader capital allocation as well?
Show response
Mgmt framed partnerships as a deliberate open-architecture strategy spanning the FactSet Intelligence layers; M&A to be surgical and largely derisked.
Calendar 2026 Q1
I just wanted to focus on, I think you mentioned your middle office and trading solutions growing really strong as well. And I noticed in the prepared remarks, that came up a lot in terms of the ac...
Show response
Sanoke highlighted portfolio analytics as a crown jewel with mission-critical performance attribution and risk management. Multi-asset class demand growing as clients seek total portfolio views mixing private and public positions.
Calendar 2025 Q4
I just had a question on the slide you had on the margin impact for the 2026 investments. Just kind of following up, what is the cadence, I guess, by quarter we should be expecting on that 250 basi...
Show response
Sanoke categorized investments into foundational (sales incentives, talent retention, cybersecurity, infrastructure resilience) and targeted growth (content expansion, AI data readiness, workflow deepening). Helen to cover quarterly cadence.
Calendar 2025 Q3
whether dealmaking is going to be a focus for you. And Helen, I just wanted to follow up quickly. You mentioned a few times investments in cyber. I was just -- I was hoping you could elaborate on that
Show response
Sanoke said first priority is understanding product portfolio and road map. Will optimize organic vs inorganic after deeper investigation. Emphasized disciplined capital allocation. Helen said cyber investment is for internal security given 6M+ buy-side and 15M+ wealth portfolios.
Calendar 2024 Q4
what exactly are you, you know, tweaking, I suppose, to make the conversions better
Show response
Helen explained proactive pricing targeting specific firm types, accepting lower price realization for higher volume, driving increased ASV in Americas and EMEA.
ITGartner5 questions · 3 reporting periods · 3 of 5 challenging
Calendar 2026 Q2
kind of square that off with your commentary around increased engagement in new sales and so forth.
Show response
Manav Patnaik pressed on reconciling GBS new business down 5% with the positive engagement narrative; Craig Safian pointed to the seasonal Q1-to-Q4 build and strong new-business pipelines.
Calendar 2025 Q3
you guys talked about pipelines up double digits and things looking improving. And then -- but then you had the new business down 4%
Show response
Craig explained pipeline is a factored pipeline with named opportunities but longer sales cycles and higher approval levels are slowing conversion. Q4 conference season provides significant new business momentum.
how much of your, I guess, total business is tariff impacted like the mix? And then within, I guess, tech vendors since you called that out, too
Show response
Craig confirmed about 40% of total CV is tariff-affected. Within tech vendors, estimated 20-30% is tariff-affected (hardware, semis) with the bulk in software and services.
Calendar 2024 Q4
in GTS, why only mid-single digits? What kind of environment or what does it take for you to get back to the double-digit sales force growth
Show response
Gene explained GTS can improve productivity in addition to growing headcount, especially on the tech vendor side.
is there any deal pipeline or anything of that nature that might be part of why you're holding back as well
Show response
Craig said their excess cash and FCF allow both buybacks and M&A simultaneously. M&A targets are small to medium tuck-in acquisitions.
VRSKVerisk5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
I think you talked about XactAI growing 10x. I think you said with 7,000 licensees
Show response
Shavel laid out three monetization channels (renewal pricing, transactional pilots, platform licensing) but conceded scale impact is not yet significant.
Calendar 2026 Q1
how much of that gets absorbed as part of your value pricing strategy that you have, as opposed to driving new incremental revenue
Show response
Lee Shavel emphasized innovations like aerial imagery and digital media forensics create new analytics and revenue streams rather than just enhancing existing products. Majority of innovation focus is on new revenue sources.
Calendar 2025 Q4
how much of the software and analytics that you sell come tied with the data that you have versus separate
Show response
Lee Shavel emphasized that software is primarily a data delivery and connectivity device, not a standalone product, noting this applies across Whitespace, Core Lines Reimagine, Xactware, and anti-fraud.
Calendar 2025 Q3
I was just curious what -- if you could give us some more color on perhaps what's in question here. And somewhat tied to it, I know obviously, you have that strategic agreement with ServiceTitan
Show response
Elizabeth Mann provided limited detail on FTC review, clarifying ServiceTitan is not the main competitor of AccuLynx and that the partnership is through the Xactware platform.
Calendar 2025 Q2
I'm guessing you provide your estimate -- property estimating solutions and partnering with a lot of other players in the industry as well. So I was hoping you could just address if this changes th...
Show response
Lee Shavel explained over half of AccuLynx's 5,000+ customers overlap with PES, creating immediate cross-sell opportunities. Elizabeth Mann noted the deal is not predicated on cost takeout.
MCOMoody's Corporation3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
I just wanted to understand the guidance, the assumptions in the second half
Show response
Noemie explained Q2 pulled forward the recovery expected in Q3; issuance outlook raised to mid-single-digit but revenue held on a less-rich mix, derisking the second half.
Calendar 2025 Q4
help us with the cadence for the year in terms of how you, you know, assume the issuance trajectory there?
Show response
Rob provided detailed cadence: mid-50s% of issuance in H1, high-20s% in Q1. Issuance to grow high single-digit H1 vs prior year, decline mid-single digit in H2. Revenue growth in each quarter: mid-teens H1, low single-digit H2, mid-20s% in Q1. Low to mid-50s% of revenue in H1.
Calendar 2025 Q1
obviously you said a lot of the growth showed up in structured finance. I was just curious where which other lines within your Moody's reporting segments
Show response
Rob detailed private credit flowing through structured finance, FIG (BDCs, fund finance, alternative asset manager ratings), and first-time mandates. Also announced MSCI partnership for credit scoring.
ROLRollins, Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
I was hoping you could just help us size Orkin and maybe all the other brands that collectively make up this
Show response
Management sized residential concentration across Orkin, Fox, HomeTeam and Northwest but gave no hard per-brand revenue figures.
Calendar 2025 Q4
what is the margin profile of this one-time business just to consider that as well?
Show response
Ken explained one-time business is margin accretive since pricing assumes no repeat visit; a $200-400 one-time service has similar cost to a $150-200 recurring visit. Only 15% of total revenue but its decline hurt margins.
Just thoughts on what 1Q might look like relative to the rest of the year?
Show response
Ken said more branch closures in January than prior year due to weather but firmly anchored in full-year 7-8% organic 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 |
|---|---|---|
| FICO Fair Isaac | 16 | 19%3 of 16 questions |
| EFX Equifax | 12 | 0%none of 12 questions |
| CTAS Cintas | 8 | 13%1 of 8 questions |
| MSCI MSCI | 7 | 0%none of 7 questions |
| SPGI S&P Global | 7 | 0%none of 7 questions |
| TRI Thomson Reuters Corporation | 7 | 0%none of 7 questions |
| ECL Ecolab | 6 | 17%1 of 6 questions |
| FDS FactSet | 6 | 0%none of 6 questions |
| IT Gartner | 5 | 60%3 of 5 questions |
| VRSK Verisk | 5 | 0%none of 5 questions |
- FICOFair Isaac · 16 questions19%3 of 16 questions
- EFXEquifax · 12 questions0%none of 12 questions
- CTASCintas · 8 questions13%1 of 8 questions
- MSCIMSCI · 7 questions0%none of 7 questions
- SPGIS&P Global · 7 questions0%none of 7 questions
- TRIThomson Reuters Corporation · 7 questions0%none of 7 questions
- ECLEcolab · 6 questions17%1 of 6 questions
- FDSFactSet · 6 questions0%none of 6 questions
- ITGartner · 5 questions60%3 of 5 questions
- VRSKVerisk · 5 questions0%none of 5 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 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 12 | 25%3 of 12 questions | 8 |
| 2025 Q1 | 9 | 33%3 of 9 questions | 7 |
| 2025 Q2 | 9 | 0%none of 9 questions | 7 |
| 2025 Q3 | 14 | 7%1 of 14 questions | 10 |
| 2025 Q4 | 14 | 0%none of 14 questions | 10 |
| 2026 Q1 | 8 | 0%none of 8 questions | 6 |
| 2026 Q2 | 14 | 7%1 of 14 questions | 12 |
| 2026 Q3 | 3 | 0%none of 3 questions | 2 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q412 questions · challenge rate 25% (3 of 12 questions) · 8 companies
- 2025 Q19 questions · challenge rate 33% (3 of 9 questions) · 7 companies
- 2025 Q29 questions · challenge rate 0% (none of 9 questions) · 7 companies
- 2025 Q314 questions · challenge rate 7% (1 of 14 questions) · 10 companies
- 2025 Q414 questions · challenge rate 0% (none of 14 questions) · 10 companies
- 2026 Q18 questions · challenge rate 0% (none of 8 questions) · 6 companies
- 2026 Q214 questions · challenge rate 7% (1 of 14 questions) · 12 companies
- 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand22
- Revenue Growth21
- Cloud & AI20
- Competitive Dynamics18
- Innovation & R&D13
- M&A9
- Regulation Policy9
- Pricing9
- Credit9
- Product Launch8
Show all 18 topics
- Margin7
- Macroeconomic7
- Guidance Reliability7
- Capital Allocation4
- Capex Investment3
- Trade Tariffs2
- Cost Pressure1
- Labor Market1