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Analyst
Matt Shea
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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 2 companies
TEMTempus AI, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
how much visibility and confidence do you have in hitting the implied $410 million of data revenue guidance
Show response
Eric emphasized the data business has its strongest deal momentum in years and gives good visibility into 2026 and 2027 growth around the high-20s percent range, but did not directly confirm the specific $410 million data revenue figure.
Calendar 2026 Q1
is there anything in terms of either the recent Gilead or Merck deal that you would call out in terms of size or scope
Show response
Eric described Merck as a very large strategic collaboration and Gilead as a significant step-up.
VEEVVeeva Systems Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
could you comment on why you're leaning into agent development and safety given how historically reluctant to change that segment of the market has been
Show response
Peter described the safety surge with another top 20 win and first Signal/Workbench go-live. AI case intake and narrative generation replace expensive human processing. Risk aversion is about switching core safety systems, not AI adoption. Veeva is the only option for integrated core safety plus AI unless building it yourself.
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 |
|---|---|---|
| TEM Tempus AI, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| VEEV Veeva Systems 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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Product Launch1
- Guidance Reliability1
- Revenue Growth1