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Analyst
Matt Martino
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q3 (7 quarters; questions recorded in 6).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 5questioned at least once
- Reporting periods
- 6with 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 10 of 10 questions from 5 companies
MDBMongoDB, Inc.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q3
How would you characterize the success in converting some of those customers to a broader platform sale thus far?
Show response
CJ said many Voyage customers are net-new to MongoDB and framed cross-sell to Atlas as early but a massive long-term opportunity.
Calendar 2026 Q2
approaching the point where agentic workloads start to genuinely move the needle on consumption?
Show response
CJ said agentic workloads are still early but MongoDB is ready to scale customer-facing deployments, citing a Fortune 25 engagement. Directional, not quantified.
Calendar 2026 Q1
should investors be recalibrating expectations around growth for the EA business
Show response
Mike affirmed EA remains strategically important with growth potential, citing large regulated-industry and government customers, more bundled deals, and investment to reach Atlas parity.
Calendar 2025 Q4
with op margins now about 200 basis points shy of your midterm framework, how should we think about
Show response
Mike deferred formal FY27 guidance to the next call but explained margin expansion is coming mostly from revenue growth while investment continues across engineering, marketing and sales.
IOTSamsara Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
what have you learned from the initial 7-figure opportunities? And how reusable is that product model
Show response
Sanjit described repeatable patterns across verticals but said more field time is needed before new announcements. Direct.
Calendar 2026 Q2
are you actually seeing weaker capitalized competitors pull back or stretch on price and lead times
Show response
Sanjit said it is too early to see share gains from competitors' memory constraints; any effects may play out in the second half given advance supply planning.
Calendar 2026 Q1
how should we think about the strategic end state there? Is this mainly about driving deeper adoption within the base?
Show response
Sanjit answered directly: both -- digitize more assets in the base and open new customers with large field-asset footprints.
ADSKAutodesk1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
what in your mind are the key technology and data unlocks still required? And where do you believe the platform is furthest along today?
Show response
Andrew said the Assistant is the integration layer bringing context and the right models to bear, with Fusion the area where the platform is furthest along and where workflow automations will show up first. Direct answer.
DDOGDatadog1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
could you perhaps characterize any discernible trends between these two customer demographics? What went right relative to your expectations heading into 2Q and really how that informs your second ...
Show response
Obstler noted usage trends were broadly consistent across segments, with enterprise seeing some concentrated consumption variability that stabilized, while SMB showed gradual improvement.
SNOWSnowflake Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
it would just be great to get some of your takeaways from the event and kind of what the key message was to the Salesforce
Show response
Sridhar described strong enthusiasm and increasing sophistication in taking products to market.
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 |
|---|---|---|
| MDB MongoDB, Inc. | 4 | 0%none of 4 questions |
| IOT Samsara Inc. | 3 | 0%none of 3 questions |
| ADSK Autodesk | 1 | —Rate withheld: fewer than 3 questions |
| DDOG Datadog | 1 | —Rate withheld: fewer than 3 questions |
| SNOW Snowflake Inc. | 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 |
|---|---|---|---|
| 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 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 3 | 0%none of 3 questions | 3 |
- 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 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Cloud & AI3
- Innovation & R&D2
- Product Launch2
- Subscriber Growth1
- Competitive Dynamics1
- Supply Chain1
- Revenue Growth1
- Margin1
- Capex Investment1
Show all 12 topics
- Labor Market1
- Guidance Reliability1