Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Mike Latimore
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 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 14 of 14 questions from 3 companies
SOUNSoundHound AI, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
is there any change to what you expect LivePerson to add to the business this year or next?
Show response
Reaffirmed the next-year $350-400M target and higher confidence in closing after regulatory approvals.
Calendar 2026 Q1
What are the best near-term prospects for OASYS? Is it Amelia based or the auto companies or the channel
Show response
Cited large existing enterprise customers as the first migration wave, with all new customers on OASYS.
Calendar 2025 Q4
how many Amelia customers are live on your Agentic AI version 7.3 and are likely to go live this year?
Show response
Reiterated a path to over 75% of customers migrated by mid-year with automated migration tooling.
Calendar 2025 Q3
Could you tell me how many customers have committed to upgrading to Amelia 7 right now?
Show response
Said the initial 15-customer cohort has expanded, targeting over 75% migrated by mid next year.
Calendar 2025 Q2
Can you provide any color on how to model 3Q versus 4Q revenue?
Show response
Guided to a second-half ramp with Q4 bigger than Q3, without specifics.
Calendar 2025 Q1
how do we model gross margin for the second quarter and for the rest of the year
Show response
Declined to guide specific margin but pointed to steady improvement toward pre-acquisition 70%-plus levels.
Calendar 2024 Q4
they have both kind of customer engagement and then more internal IT support use cases.
Show response
Said customer service is more pronounced but IT automation is strategic for cross-sell.
AXONAxon Enterprise Inc.4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
is there any thought that maybe the software growth rate actually improves or accelerates a little bit given some of the AI applications that are going in there?
Show response
Brittany said both software and hardware are performing so well it's hard to call which is bigger, but software has slightly outpaced hardware, a gross margin tailwind. Josh noted more software dollars available with AI Era Plan layered on top. Rick warned against underinvesting in hardware, saying Brittany's team rigorously modeled the balance.
Do you see sort of an acceleration there? Is that kind of loosening up where the dam sort of broken and now international cloud is going to -- they're more comfortable with that model?
Show response
Josh confirmed acceleration in international cloud adoption. AI is the push, on-premise means zero AI tools going forward, which is clearly not a winning formula. This creates a nice push to cloud for governments that have been slow to adopt.
Calendar 2025 Q1
how is that deployment going? How is the pipeline for enterprise, which products seem to be the most interest
Show response
Brittany highlighted Fusus as particularly resonating with enterprise customers. Josh noted enterprise deployments are hard by nature, aggregating hundreds of thousands of video screens, but team is learning and the experience will improve subsequent deployments.
on TASER 10 is maybe just elaborate a little bit on manufacturing capacity there. Are you ramping that through year-end
Show response
Brittany confirmed continued TASER 10 capacity ramp this year and into next year, reflected in increased CapEx guidance. Demand continues to outpace supply.
AIC3.ai, Inc.3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2026 Q3
Is that a meaningful part of the pipeline? Or is it -- are you still kind of, in early stages of marketing that?
Show response
Directly acknowledged C3 Code is early in marketing and gave an internal-use example of replacing enterprise software.
It feels like you're maybe moving more towards a little bit of a platform strategy here, or is that the wrong interpretation?
Show response
Confirmed the shift toward composable platform 'atomic particles' assembled on demand rather than large prebuilt applications.
any kind of metric you can provide there? Do you have any customer over 5% or over 10% of revenue
Show response
Said no meaningful change and no single dominant customer, but deferred specific figures to the forthcoming 10-Q.
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 |
|---|---|---|
| SOUN SoundHound AI, Inc. | 7 | 0%none of 7 questions |
| AXON Axon Enterprise Inc. | 4 | 0%none of 4 questions |
| AI C3.ai, Inc. | 3 | 0%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 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 3 | 0%none of 3 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch8
- Cloud & AI5
- Revenue Growth3
- Demand3
- M&A2
- Guidance Reliability2
- Subscriber Growth2
- Geographic Expansion1
- Supply Chain1
- Capex Investment1
Show all 11 topics
- Margin1