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Analyst
Matt Dezort
Period: Reporting periods mapped to calendar 2024 Q3 – 2024 Q4 (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
FFIVF5, Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2024 Q4
Can you talk a little bit about your go-to-market for these AI opportunities, whether that's requiring any incremental investment
Show response
Francois said AI go-to-market is a natural extension of existing account relationships and products. No significant new investment required currently. Wins come from existing customers deploying AI infrastructure or referrals from internal F5 users.
How are win rates trending for hardware as well as in cloud with NGINX and DCS?
Show response
Francois expressed strong confidence in ADC competitive position from years of investment. In distributed cloud, F5 is an attacker growing rapidly at 1,000 customers in 30 months with increasing platform maturity.
Calendar 2024 Q3
any changes in sales comp incentives especially as you start to more cross-sell NGINX One?
Show response
Francois noted sales incentives increasingly reward cross-selling multiple product families. Partners through the Unity program have embraced the growing portfolio across BIG-IP, NGINX, and distributed cloud services.
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 |
|---|---|---|
| FFIV F5, Inc. | 3 | 0%none of 3 questions |
- FFIVF5, Inc. · 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Cloud & AI1