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Analyst
Mike Richards
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 5questioned at least once
- Reporting periods
- 5with 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. See how we grade analysts on earnings-call questions.
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 9 of 9 questions from 5 companies
PATHUiPath Inc.4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
you could just give some more details around the partnerships just in terms of is there a joint go to market element
Show response
Daniel characterized the Fusion partnerships as technology-enabling and customer-driven, layering data/topology partners over UiPath's RPA/API/agentic layers, without quantifying pipeline.
have you seen more of a shift to third party agents yet? Or is it still you you guys are mostly orchestrating agents
Show response
Daniel said UiPath sees a mix of low-code and coded agents hosted on its platform, and it is too early to manage agents built completely outside UiPath.
Calendar 2025 Q3
what the reception has been to the pricing of the AgenTeq portfolio? What have customers been saying
Show response
Dines said agentic is monetized via a consumption model aligned to customer interest; reaction is positive though pricing predictability is an industry-wide learning.
Calendar 2024 Q4
how the demand environment has changed since last quarter and if you've noted any difference in buying patterns
Show response
Daniel characterized demand as stable with no sign of degrading or improvement over the past two quarters, including post-election.
FFIVF5, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
anything to call out on Fed? I know you guys were expecting there might be some pull-in in Q3
Show response
Cooper said Fed was at plan for the year but Q3 was slightly softer with a couple of projects pushed out or downsized related to government efficiency initiatives. Pipeline remains healthy overall.
Calendar 2025 Q1
any other color around how Fed performed relative to expectations and your assumptions for Fed moving to the year?
Show response
Francois said Fed performed in line or slightly better than expected in Q2. DOGE effects expected to emerge more in H2. F5's security projects tend to be prioritized by agencies.
ADSKAutodesk1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
I was wondering if you could provide an update on Project Bernini and maybe how customer reception has been
Show response
Andrew said Bernini is not commercially available but getting smarter through targeted customer engagement. Monetization vectors include competitive positioning, feature charges, and technology licensing.
SNOWSnowflake Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
I'm just curious how you feel about the maturity of the go-to-market motion to support your AI developments.
Show response
Sridhar cited AI-specialist solution engineers ('AI ninjas') driving use cases and broadening across the sales team.
ZSZscaler1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
how much of that success is driven from the ROI, you know, resonating in this macro versus the go-to-market productivity that you guys were expecting
Show response
Jay said it's a combination: strong go-to-market team, expanded platform, and cost savings messaging. Unique ability to show customers security solutions that actually save money by removing legacy networking and security products.
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 |
|---|---|---|
| PATH UiPath Inc. | 4 | 0%none of 4 questions |
| FFIV F5, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| ADSK Autodesk | 1 | —Rate withheld: fewer than 3 questions |
| SNOW Snowflake Inc. | 1 | —Rate withheld: fewer than 3 questions |
| ZS Zscaler | 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 0%none of 3 questions | 3 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Demand4
- Competitive Dynamics3
- Regulation Policy2
- Pricing1
- Innovation & R&D1
- Macroeconomic1