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Analyst
Peter Levine
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q2 (4 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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
GENGen Digital3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2024 Q3
can you just give us an update on how that pipeline kind of closed out for the quarter versus expectations?
Show response
Vincent confirmed double-digit growth in employee benefits, driven by both new account acquisition and improved sign-up rates within existing accounts. Strong funnel reported.
is it an enterprise agreement or how does that get priced versus the consumer model?
Show response
Vincent explained pricing is per-seat enterprise, either fully or partially employer-sponsored, at slightly below but not materially below consumer pricing.
can you maybe just talk a little bit about your kind of what the aspirations are there in terms of putting that across the platform?
Show response
Vincent outlined the plan to integrate Genie into Norton 360 memberships as an anti-scam assistant across plan tiers, with monetization through plan upgrades and a standalone Genie Pro cross-sell.
CRWDCrowdStrike1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
what's your vision within getting deeper into the identity management space
Show response
Kurtz outlined identity TAM expansion through new PAM offering, noting customers seeking consolidation and cost savings from expensive legacy identity solutions.
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 |
|---|---|---|
| GEN Gen Digital | 3 | 0%none of 3 questions |
| CRWD CrowdStrike | 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 Q3 | 3 | 0%none of 3 questions | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2024 Q4No questions recorded
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Cloud & AI2
- Demand1
- Geographic Expansion1
- Pricing1
- Product Launch1