Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Rod Bourgeois
Period: Reporting periods mapped to calendar 2025 Q3 – 2025 Q4 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 3 of 3 questions from 1 company
CTSHCognizant3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
to what extent you see such workflow automation abilities impacting your market opportunity
Show response
Ravi cited Anthropic partnership and argued new tools expand addressable market. Example: agentifying paralegal work, a spend area that never existed for IT services. $4.5T of labor exposed to AI but none drifted to enterprises yet. CTSH positioned as the bridge through context engineering.
Calendar 2025 Q3
Can you speak to what form that improved spending is taking in the Financial Services vertical
Show response
Ravi noted fourth or fifth consecutive quarter of FS YoY growth. Significant chunk of 3,500 AI projects moving from experimentation to enterprise-grade. Insurance starting to spend. Every FS segment accelerating. Discretionary returning due to lower deployment costs.
can you speak a little bit about the outlook for the health care vertical in general
Show response
Ravi noted healthcare administrative costs up 600-700% over 20 years while physician count flat. TriZetto has 200M+ members. BPaaS driving BPO's 10%+ growth. Cognizant positioned as #1 player in U.S. healthcare.
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 |
|---|---|---|
| CTSH Cognizant | 3 | 0%none of 3 questions |
- CTSHCognizant · 3 questions0%none of 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 | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI3
- Demand2
- Competitive Dynamics1