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Analyst
Nick Altmann
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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 4 of 4 questions from 2 companies
TWLOTwilio Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
I wanted to ask about the resurgence in voice driven by generative AI.
Show response
CEO said AI is driving the voice resurgence through thousands of voice AI startups, with cross-channel use lifting customer ROI and cross-sell interest.
Calendar 2024 Q4
So, Khozema, can you just maybe talk about the high end and what's driving the strength there?
Show response
CEO said large deals mix new lands with cross-sell expansion, with enterprise customers increasingly combining communications, data and AI.
the improvements in the communications expansion rate, how much of that is being driven by those larger deals
Show response
CEO said the expansion-rate improvement is broad-based rather than concentrated in large deals.
PATHUiPath Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
the mix of net new ACV maybe changing and tilting a little bit more towards net new customers versus expansion
Show response
Ashim said the new-customer-vs-expansion mix remains consistent, with agentic acting as further differentiation rather than shifting the mix.
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 |
|---|---|---|
| TWLO Twilio Inc. | 3 | 0%none of 3 questions |
| PATH UiPath 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Revenue Growth2
- Competitive Dynamics1
- Cloud & AI1