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Analyst
Scott Berg
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q3 (7 quarters; questions recorded in 6).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- 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 10 of 10 questions from 2 companies
PATHUiPath Inc.9 questions · 5 reporting periods · 1 of 9 challenging
Calendar 2026 Q3
Are you back now on sales execution kind of level that you want to be, kind of 100%? Or do you still feel like you have
Show response
Asked how far along UiPath is in its sales-execution turnaround and whether it is at full stride; Dines said both product and go-to-market are improving amid better customer understanding of AI.
could that number be over -- back above 110% for an extended period of time? Or is this high 100% range, 108% 109%
Show response
Asked whether NRR can climb back above 110% or settle in the high-108-109% range; Gupta pointed to a steady upward trajectory (up 3 points from 106%) driven by expansion and more products to sell.
Calendar 2026 Q2
is it still traditional RPA heavy in those transactions or if we're seeing a bigger impact from some of the AI functionality?
Show response
Direct: Ashim said top deals are materially AI-driven, mid-tier still pulls deterministic RPA, and the low end is the drag.
is there any reason why Maestro isn't a part of basically every deal that has AI?
Show response
Direct: Daniel said Maestro is for more involved end-to-end orchestration deals, not every task-automation deal, though it lands bigger, stickier deals.
Calendar 2026 Q1
as you look into '27, are you able to lean into that strategy even more so given the success you're having
Show response
Daniel said UiPath is at the beginning of its vertical strategy, doubling down on coding agents, orchestration, and vertical solutions.
Calendar 2025 Q4
the implied ARR number suggests that your net new ARR is up again on a year over year basis
Show response
Ashim directly denied slipped deals drove the guide, attributing implied net new ARR growth to improved execution, FX, and momentum including public-sector normalization.
are there any key drivers or levers that you've learned through some of these
Show response
Daniel said adoption patterns are emerging in healthcare and financial services but the landscape is scattered and it is too early to cite one replicable use case.
Calendar 2025 Q1
Are you seeing customers kind of start small with say, pilots when they're thinking about an agentic strategy
Show response
Dines said most customers start with small POCs while a few have jumped to large deployments, with three already in a limited GA pushing agents into production.
how much of that is coming from customers that are moving their workloads from behind the firewall
Show response
Gupta said cloud ARR growth is broad-based across both new logos going cloud-first and existing customers migrating workloads to access AI products faster.
WDAYWorkday, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
how are these technologies impacting your sales cycles? On one hand, I can see them slowing sales cycles down because it's something new to evaluate
Show response
Carl said AI agents are accelerating sell-back-to-base cycles with create-and-close within 90-day windows. Net new sales cycles are not elongating. Customers see Workday as their AI strategy bet.
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 |
|---|---|---|
| PATH UiPath Inc. | 9 | 11%1 of 9 questions |
| WDAY Workday, 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 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 Q3No questions recorded
- 2025 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Cloud & AI5
- Competitive Dynamics2
- Product Launch2
- Revenue Growth2
- Subscriber Growth1
- Innovation & R&D1
- Guidance Reliability1