Rudy Kessinger

Technology

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q4 '25

Focus Areas6 topics

Cloud & AI4Revenue Growth2Capex Investment1Demand1Pricing1Competitive Dynamics1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

5 questions

AKAMAkamai Technologies4 quarters

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...

Cloud & AICapex InvestmentView in transcript →

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

Cloud & AIDemandView in transcript →

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?

Cloud & AIRevenue GrowthView in transcript →

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

Cloud & AIRevenue GrowthView in transcript →

since the Edgio bankruptcy, have you started to see pricing improve on renewals?

PricingCompetitive DynamicsView in transcript →