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Analyst
Ryan Lantz
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 3with 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 5 of 5 questions from 3 companies
NBISNebius Group N.V.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
With the Vineland, New Jersey data center site hearing adjourning without a vote, can we just get an update on the site? How is capacity tracking and with no vote taking place yet, how could this i...
Show response
Tom Blackwell said the amendment reflects a switch to Bloom on-site power and that the site is on track, while Andrey Korolenko added construction of the building finished earlier in the summer with no significant impact expected on the timeline.
Dado, you said you could sell your entire 2027 capacity today. How should investors frame 2027 across capacity, pricing and revenue? And will you -- when will you formalize an outlook?
Show response
Dado Alonso said Nebius is deliberately not selling out 2027 capacity to preserve pricing upside, expects to deploy significantly more capacity in 2027 than 2026, and will provide formal 2027 guidance later this year.
PATHUiPath Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
how much incremental pipeline is now partner sourced? Relative to a year ago?
Show response
Ashim said partner-sourced pipeline quantum increased but stressed quality over a number, citing Deloitte involvement in S/4HANA migrations pulling UiPath into larger deals.
how you're thinking about OpEx investment next year to kind of support this AI product rollout
Show response
Ashim declined next-year specifics but said OpEx leverage came from discipline not austerity, with continued engineering hiring and expanded sales capacity while cutting overlay costs.
NOWServiceNow1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I'm just curious if there's any updates around MoveWorks and if there are any changes in how you're thinking about that process closing?
Show response
Gina confirmed expecting Moveworks to close toward end of Q4. Emphasized incredible Now Assist results have been achieved entirely without Moveworks. Amit noted original thesis unchanged, Moveworks adds AI talent and expertise to accelerate roadmap.
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 |
|---|---|---|
| NBIS Nebius Group N.V. | 2 | —Rate withheld: fewer than 3 questions |
| PATH UiPath Inc. | 2 | —Rate withheld: fewer than 3 questions |
| NOW ServiceNow | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Competitive Dynamics1
- Revenue Growth1
- Margin1
- Geographic Expansion1
- Capex Investment1
- Guidance Reliability1
- Pricing1
- Cloud & AI1