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Analyst
Peter Knudsen
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q3 (5 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
FDSFactSet2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
to what degree is FactSet still able to gather the same level of information from the client usage as historically?
Show response
Argued agent usage via APIs and MCP still yields telemetry and feedback loops, with human context accumulating through workstations.
Calendar 2025 Q3
I'm just wondering if you could talk a little bit about your outlook for pricing contributions on new business in '26
Show response
Helen said pricing discipline maintained within 5% range of realization. Q4 saw uptick in new business both in ASV and deal count. Annual price increase in line with expectations. No different assumptions for FY26.
PGRProgressive Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
I'm wondering if you could talk a little bit about how you think AI agents potentially could change the Personal Lines distribution
Show response
Tricia said agentic AI could meaningfully change the direct channel for simpler policies, while independent agents remain preferred for complex needs and commercial coverage.
frequency on first-party coverages has bounced back 1 year or 2 after we've seen auto prices moderate.
Show response
John Sauerland confirmed there is some change in claiming behavior as markets loosen but said the effect is not a large number and is hard to tease out from other variables.
MCOMoody's Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
what extent, if any, did third quarter's record issuance reflect pull forward activity? And then within that as well, what you guys are assuming for CLO activity
Show response
Rob said pull forward in line with 4-year historical patterns, concentrated in spec grade. Very little IG pull forward. Did not provide specific CLO guidance.
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 |
|---|---|---|
| FDS FactSet | 2 | —Rate withheld: fewer than 3 questions |
| PGR Progressive Corporation | 2 | —Rate withheld: fewer than 3 questions |
| MCO Moody's Corporation | 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 |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Cloud & AI2
- Pricing1
- Revenue Growth1
- Competitive Dynamics1
- Margin1
- Credit1