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Analyst
Mark Schappel
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 19on tracked calls
- Challenge rate
- 0%none of 19 questions
- Companies
- 3questioned at least once
- Reporting periods
- 8with 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 19 of 19 questions from 3 companies
IOTSamsara Inc.8 questions · 8 reporting periods · 0 of 8 challenging
Calendar 2026 Q3
whether you're seeing customers shift more of their spend to their primary CSP through marketplace programs
Show response
Dominic said customers buy mostly direct with no marketplace-driven changes to deal structure or pricing. Direct.
Calendar 2026 Q2
In the public sector, what products are you leading with? And is the product uptake rate, is that consistent
Show response
Sanjit said public-sector customers adopt a similar multiproduct platform, telematics, cameras and connected asset maintenance, as other verticals.
Calendar 2026 Q1
I was wondering if you're planning any meaningful changes on the sales front in the coming year?
Show response
Sanjit answered directly: no significant sales restructuring; evolutionary changes such as global account specialists and product sales specialists.
Calendar 2025 Q4
could you share more detail on what you're currently seeing in the telematics market
Show response
Sanjit described aging telematics incumbents unable to keep up, with customers modernizing toward a broader safety-driven platform and system of record.
Calendar 2025 Q3
Could you just discuss a little bit about how you've adapted, your selling process to accommodate all the new products?
Show response
Sanjit said they lead with platform value and customer operations, landing with safety/telematics and letting customers self-select into additional products.
Calendar 2025 Q2
where Europe is with respect to the U.S. in areas such as like video-based safety or next-gen telematics
Show response
Sanjit said the U.K./Ireland is most mature and not far behind the U.S., with newer continental markets progressing and more regionally focused competitors.
Calendar 2025 Q1
I'd just be curious to get your take on how you think that may or may not affect your business down the road.
Show response
Sanjit said most public-sector business is state/local and Samsara's efficiency/utilization value aligns with cost-saving efforts, which he sees as a tailwind.
Calendar 2024 Q4
could you just talk a little bit about the uptake rates you're seeing with your connected workflows
Show response
Sanjit said uptake is good as customers digitize pen-and-paper processes, highlighting new Visual Intelligence form-capture features.
TYLTyler Technologies6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
in the past you’ve discussed the goal of getting every client onto a single code stream. For each of your products.
Show response
Moore gave courts and ERP version-control percentages and a pilot-to-reference timeline for cloud living.
Calendar 2026 Q1
how far along you are in that journey. I suspect it's still early
Show response
Lynn said all divisions making solid progress at different stages toward single release stream with continuous delivery. More details planned for June Investor Day. Expects to drive gross margin leverage in cloud delivery.
Calendar 2025 Q4
Would love to get some color on where you thought that would have been when you gave the preliminary guide last quarter for 20% SaaS revenue growth
Show response
Brian said Q4 bookings in line with expectations when giving preliminary 2026 view. Strength came from flips, new name deals, renewals, expansions, and pricing. Underlying market conditions continue to support growth outlook.
Calendar 2025 Q3
I was wondering if you could just provide some additional color on maybe your public sector -- excuse me, public safety pipeline and the setup for Q4
Show response
Lynn cited competitive wins and 93% year-over-year subscription growth in public safety. Brian said flip trajectory upward through 2027-2028 peak with increasing average size. Installed base roughly 50-50 on revenue-equivalent basis between on-prem and cloud.
Calendar 2025 Q2
maybe just some additional information such as maybe number of employees or customers, were they a regional player and where they profitable?
Show response
Lynn explained partner-to-acquire model over 2 years, cloud-native multi-tenant fire records and EMS solution, NERIS compliant, just won statewide Pennsylvania deal.
Calendar 2024 Q4
I was wondering if you could just provide an example or two of some public sector use cases that you're seeing your customers adopt around ResourceX?
Show response
Lynn explained ResourceX uses AI to align budgets with strategic priorities, cited LA County $1.2M ARR deal, positioned it as most DOGE-aligned offering.
TEMTempus AI, Inc.5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
I was wondering if you could just break down a little bit further which products are driving the higher attach rates
Show response
Eric described HRD, Tumor Origin and Immune Profile Score algos as increasingly pervasive.
Calendar 2025 Q4
First, if you could just give us an idea whether you've implemented any meaningful changes to the sales org this year?
Show response
Eric said no big sales reorg this year; priorities remain bringing AI to diagnostics.
Calendar 2025 Q3
how Paige actually complements or works with your diagnostics business.
Show response
Eric explained Paige's digital pathology can return results even when NGS sequencing fails.
Calendar 2025 Q1
I have a question around the Deep 6 acquisition that was made during the quarter.
Show response
Eric explained Deep 6 deepens provider connectivity feeding the data business.
Calendar 2024 Q4
the company recently announced the launch of Olivia AI the app for personal health
Show response
Eric described a $12/month subscription model, early stage but potentially transformative.
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 |
|---|---|---|
| IOT Samsara Inc. | 8 | 0%none of 8 questions |
| TYL Tyler Technologies | 6 | 0%none of 6 questions |
| TEM Tempus AI, Inc. | 5 | 0%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 Q4 | 3 | 0%none of 3 questions | 3 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 3 | 0%none of 3 questions | 3 |
| 2025 Q4 | 3 | 0%none of 3 questions | 3 |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand7
- Product Launch6
- Innovation & R&D6
- Competitive Dynamics5
- Cloud & AI4
- M&A3
- Margin2
- Revenue Growth2
- Pricing1
- Geographic Expansion1
Show all 11 topics
- Regulation Policy1