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Analyst
Peter Weed
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 22%2 of 9 questionsLimited sample
- Companies
- 4questioned 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.
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 4 companies
NOWServiceNow5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
understand that long-term strategy and vision and how does that complement the existing now assisted products
Show response
Amit explained AI specialists handle end-to-end resolution without human intervention. Bill cited $0.5 billion in internal productivity gains and 99% faster case resolution.
Help us understand the pricing that you're able to achieve as a result of the value you're bringing?
Show response
Amit gave a general framework linking to AI-native Assist pricing but did not provide specific price points or consumption metrics.
Calendar 2025 Q4
it looks like both of them are making some investments in helping with your customers and getting traction and scaling. Maybe you can share a little bit more about those partnerships.
Show response
Amit explained each partner has unique capabilities: OpenAI for voice AI/speech-to-speech in CRM, Anthropic/Claude for coding/build agent for workflow generation. ServiceNow provides 90% of IP with context, security, governance; models provide 5-10%. Customer choice preserved with prescriptive default options.
Calendar 2025 Q3
Is this a type of thing where people are investing in the control tower as they start on their AI journey? Or does the buyer really need to get to kind of a certain maturity level
Show response
Amit said AI Control Tower resonates instantly with every customer discussing AI adoption, it's not maturity-dependent. Customer base grew 4x in the quarter. Bill cited AstraZeneca using it to govern all AI initiatives at scale.
Calendar 2025 Q2
Is there a point at which you would trigger bringing in and hiring more aggressively if you were worried about Moveworks not closing or that deal getting pushed out further
Show response
Gina stated Moveworks closure is a timing issue, not a concern. Quota-bearing reps and technical sellers continue to be hired. AI efficiencies are reducing headcount in go-to-market operations, not in customer-facing roles.
DDOGDatadog2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q1
What is it really about the AI workloads that are making it more attractive for them to use Datadog
Show response
Olivier gave a high-level answer about observability being high-stakes but not core. When pressed on what specifically prevents hyperscalers from building in-house for AI, he pivoted to urgency forcing focus on core vs non-core, without detailing specific technical barriers.
Calendar 2025 Q4
how do you get paid the fair value for the productivity you're bringing to the SRE and broader operations team
Show response
Pomel described value selling through time-to-resolution comparisons (20 people for 3 hours vs 3 people for 10 minutes). Longer-term advantage is in-stream real-time analysis across orders of magnitude more data, which general-purpose AI platforms cannot replicate.
PANWPalo Alto Networks1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
is that type of strength something that we should be able to look at as as a support as opposed to maybe a a a drag on on overall growth
Show response
Nikesh reiterated low-to-mid single digit hardware growth but emphasized software firewalls growing faster, reducing hardware reliance. Cloud volume growing faster than data center decline.
ZSZscaler1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q1
the contribution from net new customers has been declining. How should we think about that looking forward
Show response
Jay said natural shift to upsell as platform expands. Still 55% of Fortune 500 and ~2/3 of G2K not yet customers. 6x upsell opportunity in existing base.
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 |
|---|---|---|
| NOW ServiceNow | 5 | 0%none of 5 questions |
| DDOG Datadog | 2 | —Rate withheld: fewer than 3 questions |
| PANW Palo Alto Networks | 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 3 | 33%1 of 3 questions | 2 |
- 2025 Q12 questions · challenge rate 50% (1 of 2 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 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q13 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Competitive Dynamics4
- Demand3
- Innovation & R&D2
- Revenue Growth2
- Pricing1
- Capex Investment1