Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Matt Shea (Needham) — Tellvest

Analysts/Matt Shea

Matt Shea

Needham

Healthcare

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '26Q2 '26

Focus Areas4 topics

Cloud & AI3Product Launch1Guidance Reliability1Revenue Growth1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

TEMTempus AI, Inc.2 quarters

2026 Q2

how much visibility and confidence do you have in hitting the implied $410 million of data revenue guidance

Cloud & AIGuidance ReliabilityView in transcript →

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

Cloud & AIRevenue GrowthView in transcript →

VEEVVeeva Systems Inc.1 quarter

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

Cloud & AIProduct LaunchView in transcript →