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Analyst

Scott Buck

Titan Partners · covers Technology

Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).

Limited coverage. Only 7 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
7on tracked calls
Challenge rate
0%none of 7 questionsLimited sample
Companies
1questioned 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 1 company

SOUNSoundHound AI, Inc.7 questions · 6 reporting periods · 0 of 7 challenging
SOUN company page →

Calendar 2026 Q1

beyond scaling revenue, what are going to be the biggest drivers? Is it mix shift? Is it improved efficiencies, pricing power?

MarginCapital AllocationTranscript · FY2026 Q1 →
Show response

Pointed to acquisition cost synergies plus the in-house foundation-model investment lowering COGS.

Calendar 2025 Q4

Can you talk a little bit about any changes in pricing or upselling you're seeing as you go through the renewal process

PricingRevenue GrowthTranscript · FY2025 Q4 →
Show response

Framed renewals as upsell moments via agentic upgrades and containment-based revenue expansion.

how are you handling from a deployment and customer service capacity standpoint?

Show response

Said AI advances let it deploy faster with fewer resources, so demand rises while resource needs fall.

Calendar 2025 Q3

do you feel like you're -- you have enough capacity across each of those to continue to grow them?

DemandCompetitive DynamicsTranscript · FY2025 Q3 →
Show response

Framed the company as a horizontal platform prioritizing highest-return conversational and voice AI use cases.

Calendar 2025 Q2

are you seeing any opportunities to improve your selling process or maybe optimize pricing?

Show response

Highlighted internal AI use for efficiency and some exploration of AI in outbound sales and marketing.

Calendar 2025 Q1

Are you, is the environment conducive to doing a deal to get you to the current 157 and 177?

M&AGuidance ReliabilityTranscript · FY2025 Q1 →
Show response

Confirmed guidance is fully organic with no embedded M&A assumption, while remaining open to strategic deals.

Calendar 2024 Q4

how are you prioritizing those? And do you have the capacity to go after all at once?

Geographic ExpansionCompetitive DynamicsTranscript · FY2024 Q4 →
Show response

Framed prioritization around highest-ROI use cases and channel-led go-to-market, but answer was broad.

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.

CompanyQuestionsChallenge rate
SOUN SoundHound AI, Inc.70%none of 7 questions
  • SOUN
    SoundHound AI, Inc. · 7 questions
    0%none of 7 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2024 Q410%none of 1 question1
2025 Q110%none of 1 question1
2025 Q210%none of 1 question1
2025 Q310%none of 1 question1
2025 Q420%none of 2 questions1
2026 Q110%none of 1 question1
  1. 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  3. 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
  4. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
  5. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
  6. 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Margin3
  • Pricing2
  • Demand2
  • Competitive Dynamics2
  • Capital Allocation1
  • Revenue Growth1
  • M&A1
  • Guidance Reliability1
  • Geographic Expansion1