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Analyst
Rudy Kessinger
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 7on tracked calls
- Challenge rate
- 14%1 of 7 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 7 of 7 questions from 2 companies
AKAMAkamai Technologies6 questions · 5 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
what are the specific performance advantages that are making you guys the choice for some of these large, workloads?
Show response
Leighton wouldn't discuss specific deals but cited reliability, a uniquely distributed platform (700 cities), full-stack compute/storage/security, and lower egress cost.
Calendar 2025 Q4
how many locations do you intend to have GPU capacity? And I believe that the initial announcement last quarter, it was like 17 or 19 locations or something. But how many do you intend to have that...
Show response
Tom said current GPU deployment is about 20 locations. Location count won't increase significantly, but existing locations will be substantially expanded to support the cluster-selling model with hundreds or thousands of GPUs per site.
Calendar 2025 Q3
you said that you have now the 3 larger cloud providers using CIS. That implies to us that, that wasn't the case before
Show response
Tom confirmed they just signed the third hyperscaler. The first hyperscaler signed a much larger expanded contract. So one got a lot bigger and one is new, making all three now using CIS.
Calendar 2025 Q2
What would have been compute revenue growth if we adjust for the headwind from the legacy compute revenue that you guys transfer to partners?
Show response
Ed said the legacy compute transfers would not make a significant difference to the growth rate. The amount transferred is a smaller percentage of the roughly $100M OCA total.
Calendar 2025 Q1
could you maybe quantify just what would compute growth have been if not for some of the lay compute stuff you shifted to partners
Show response
Ed broke out the two buckets: cloud infrastructure services maintaining very similar growth rates, while legacy compute (custom deals, legacy storage, partner migrations) is declining as expected. All the deceleration is in the legacy bucket.
since the Edgio bankruptcy, have you started to see pricing improve on renewals?
Show response
Ed described mixed trends. Price declines moderating with large media customers but still some pressure in commerce. Fewer competitors helping. Unit economics of higher volumes and lower prices will continue.
MDBMongoDB, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
was it stable with year-over-year consumption growth in Q2 or better or worse?
Show response
Michael declined to break out Q3 versus Q2 YoY consumption, noting lower YoY growth and a smaller-than-usual seasonal rebound.
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 |
|---|---|---|
| AKAM Akamai Technologies | 6 | 0%none of 6 questions |
| MDB MongoDB, Inc. | 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 Q4 | 1 | 100%1 of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 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 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Revenue Growth3
- Competitive Dynamics2
- Demand2
- Capex Investment1
- Pricing1