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Analyst
Ryan Powderly
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 questionsLimited sample
- Companies
- 2questioned 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 2 companies
GENGen Digital2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q3
can you talk about how you're going to be balancing buybacks and de-levering over the next few quarters?
Show response
Natalie said the approach will be consistent, flexing based on macro indicators and cost of debt. Back half capital allocation expected to be balanced across debt paydown and buybacks.
Can you talk about first year retention and how that's been trending?
Show response
Natalie confirmed first year retention rates are consistent to improving, attributing it to the innovative product roadmap and competitive, relevant offerings.
VEEVVeeva Systems Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q3
From the customers that are planning to transition to Salesforce away from Veeva CRM, what do you hear from those customers?
Show response
Peter said those Salesforce projects are having troubles and delays, and expects win-backs in 2027-2028 as Veeva CRM's backstop runs to end of 2029.
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 |
|---|---|---|
| GEN Gen Digital | 2 | —Rate withheld: fewer than 3 questions |
| VEEV Veeva Systems 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 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 100%1 of 1 question | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q4No questions recorded
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Capital Allocation1
- Subscriber Growth1