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Analyst
Radi Sultan
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q3 (5 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with 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 8 of 8 questions from 2 companies
AIC3.ai, Inc.5 questions · 3 reporting periods · 1 of 5 challenging
Calendar 2026 Q3
how much of that opportunity is in sort of displacing incumbents like you mentioned versus sort of greenfield work?
Show response
Cited track record and greenfield opportunity but gave no quantified split between displacement and greenfield.
what needs to happen, what needs to go right for you to hit that high end of the guide?
Show response
Redirected away from the high-end scenario to a focus on consistent quarter-over-quarter growth and multiple re-rating.
Calendar 2026 Q2
how is the ramp of the $450 million contracts dealing with the U.S. Air Force tracking relative to your expectations
Show response
Tom candidly said he had not been in touch with operating details over the last four quarters and would follow up. Partial.
Calendar 2025 Q3
What are you seeing that's giving you confidence in the Q2 guide?
Show response
Hitesh said the Q2 guide reflects August activity and pipeline review, and endorsed the $290-300M full-year analyst range. Direct.
is there any way to more concretely understand how involved you're planning on being in the sales process going forward?
Show response
Tom said he will stay involved as needed to ensure the CEO and sales-leadership transition goes smoothly. Direct.
PATHUiPath Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
how you think about how pricing should evolve for the RPA, deterministic automation side of the business
Show response
Direct: Ashim pointed to two active pricing evolutions, outcome-based pricing for top customers and use-case/process-based pricing.
are there like 1 or 2 areas where you see the biggest pain points where you can add the most value.
Show response
Direct: Daniel described agents spanning the full automation life cycle from planning to build, testing, monitoring and exception diagnosis.
Calendar 2026 Q1
I just wanted to double click on that, like how big is that tailwind of AI unlocking more automatable workflows
Show response
Daniel said AI interest is driving renewed automation demand, with AI initiatives surfacing more unattended deterministic automation.
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 |
|---|---|---|
| AI C3.ai, Inc. | 5 | 20%1 of 5 questions |
| PATH UiPath Inc. | 3 | 0%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 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
| 2026 Q3 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Demand3
- Guidance Reliability3
- Cloud & AI2
- Competitive Dynamics1
- Pricing1
- Product Launch1