Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Scott Wurtzel
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 87on tracked calls
- Challenge rate
- 2%2 of 87 questions
- Companies
- 12questioned at least once
- Reporting periods
- 9with 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 87 of 87 questions from 12 companies
EFXEquifax12 questions · 7 reporting periods · 0 of 12 challenging
Calendar 2026 Q2
I just wanted to touch on the government bookings that you disclosed. I'm wondering if there's any seasonality
Show response
Management said contract signings are not seasonal, though effective dates and implementation timing vary.
Calendar 2026 Q1
Just one for me. We've been getting a lot more questions around just whole kind of tri-merge to bi-merge dynamic and the
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q4
That's helpful. Then just a quick follow-up just on sort of your outlook on international and sort of your assumptions a
Show response
Management addressed the question directly with specific data points.
I just wanted to go back to the EWS margins. And just with sort of this assumption around new kind of government revenue
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q3
Just wanted to ask another 1 on the Government vertical, particularly as it relates to the shutdown.
Show response
Management addressed the question directly with specific data points.
Got it. That's helpful. And then just on the Vitality Index side and the strong results that you're seeing out of the ne
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q2
Great. Thanks guys.
Show response
Management addressed the question directly with specific data points.
Hey, good morning guys. Just one from me. Going back to the margin guidance specifically on USIS, you raised your revenu
Show response
Management addressed the question directly with specific data points.
Calendar 2025 Q1
Got it. That's helpful. And then just going back to the inquiries outlook as well.
Show response
Management addressed the question directly with specific data points.
Good morning, guys, and thank you for taking my question. Just wanted to go to the outlook on employer and U.S. hiring.
Show response
Management addressed the question directly with specific data points.
Calendar 2024 Q4
That's helpful. Thank you.
Show response
Management addressed the question directly with specific data points.
Hey guys, good morning. Just one question from me. When we think about the guidance for EWS revenue growth and sort of i
Show response
Management addressed the question directly with specific data points.
BRBroadridge Financial Solutions11 questions · 6 reporting periods · 1 of 11 challenging
Calendar 2026 Q2
would that replace the DLR in certain instances since it's sort of an expansion into multi-asset class?
Show response
Tim said DLX is built on DLR with no re-architecting or client conversion, opening latent multi-asset capabilities and connectivity rather than being a new platform build.
Calendar 2026 Q1
wondering if you can talk a little bit more about how long some of these sales cycles are lengthening by and maybe as 3Q and the first month of 4Q developed when you started to notice this change
Show response
Tim emphasized strong demand with origination up 25% and pipeline 20% higher at over $1 billion. Larger, more complex deals including wealth platform and digital transformation take longer to close. Renewals on track to exceed $1 billion. Hard to predict Q4 vs Q1 timing.
how long could this potential tailwind from selling this into the market last for and impact closed sales over the medium to long term here?
Show response
Tim said demand strong from asset managers wanting earlier data (4-6 weeks before meetings) vs proxy advisers' late delivery. Expects to be significantly ahead next year. Building over 3 years to show nice growth, unlikely to dramatically affect top line next year.
Calendar 2025 Q3
just wondering if there's anything else going on there that we should keep in mind for 2Q EPS?
Show response
Ashima confirmed Q2 EPS at 13-15% of full year is solely driven by tough event-driven comp from prior year Q2 record $125 million. Nothing else significant to call out.
just wondering if you can talk a little bit more about the position growth trends that you saw in the quarter and how that sort of trended relative to expectations?
Show response
Tim said equity positions grew 12% driven by managed accounts and self-directed. Revenue positions at 7% in line with long-run trends. Fund 2% was timing anomaly, underlying mid-single-digits. Testing shows low double-digit equity and mid-single-digit fund growth for balance of year. Framed innovation as perpetual driver of position growth.
Calendar 2025 Q2
I just wanted to follow up just on the guidance side and with the outlook for capital markets revenue maybe being a little lower than the total GTO segment revenue
Show response
Ashima explained Q4 capital markets grew 4% with benefits from higher sales and trading volumes offset by lower professional services and a business exit creating ~1 point drag that carries into FY26.
Tim, maybe if you can talk about the opportunities on the ICS side of the business with tokenization would be great
Show response
Tim distinguished tokenized securities from digital assets. ICS opportunity is helping wealth clients offer digital assets with traditional capabilities like statements, tax, margin. ClearFi disclosure solution signed clients over past 12 months.
Calendar 2025 Q1
as we think about the fourth quarter, are there incremental planned investments maybe or anything with the revenue mix that we should be thinking about?
Show response
Ashima framed margins as a means to the end of delivering midpoint EPS growth. Tim reinforced organic growth investment philosophy across communications, analytics, wealth.
when you're seeing these elongations potentially in the sales cycle, is that happening in specific product lines or geographies?
Show response
Tim said no particular area standing out, only 3 weeks of data. Acknowledged he would be happy to report the caution was unnecessary if deals close normally.
Calendar 2024 Q4
if you've had any incremental learnings now that you've had the asset under control for a few months
Show response
Tim reported positive client conversations, enthusiastic associate onboarding, and technology integration plans for open APIs and modular wealth solutions progressing on track.
can you maybe highlight some of the areas that you are deploying those incremental investment dollars into?
Show response
Tim listed digital communications, data/analytics/AI, front and back office simplification, DLR repo, Canadian SIS platform, and resiliency/cyber/DORA compliance.
FICOFair Isaac11 questions · 8 reporting periods · 1 of 11 challenging
Calendar 2026 Q2
in terms of the remaining resellers that are still out there to be signed up. Just wondering if you can
Show response
Gave a counts-only status but did not address what is holding the two remaining large resellers up.
Calendar 2026 Q1
how aggressive do you think or would you guys be with the stock at these current levels
Show response
Lansing said they are always in the market for buybacks and consider current price levels opportunistic, building on the record $605 million Q2 buyback.
I understand you're still being -- it seems like being conservative on your assumptions regarding volume. Just wondering if there had been any sort of change to your volume assumptions
Show response
Weber said Q2 volumes were better than expected but they are not extrapolating forward, maintaining the same conservative volume assumptions for the rest of the year.
Calendar 2025 Q4
are they helping to drive some of the bookings growth right now, pending the general availability at all?
Show response
Lansing confirmed current bookings growth is entirely from existing platform, with next-gen and enterprise fraud solutions not yet contributing.
Calendar 2025 Q3
what you're contemplating in terms of pricing on other areas and scores such as auto and how you're thinking about the monetization opportunity there
Show response
Lansing described inflation-plus baseline pricing with selective pockets of larger increases in areas with big value gaps, but no dramatic changes in non-mortgage segments.
Calendar 2025 Q2
is there a world where you would potentially consider having different pricing on conforming versus nonconforming mortgage
Show response
Lansing acknowledged evaluating alternative pricing models including market-specific pricing, but emphasized caution and avoiding unforeseen consequences.
Calendar 2025 Q1
how you feel overall about the partner network in the software business and how that's running right now
Show response
Lansing described partner network as a major growth opportunity, with SIs building proprietary solutions on FICO IP and expanding geographic reach.
Calendar 2024 Q4
on the Scores margins, we saw kind of a step down there quarter-over-quarter year-over-year with a notable uptick year-over-year in expenses
Show response
Weber attributed Scores margin pressure to increased B2C investment and marketing spend.
how the broader demand environment looks, now that we've kind of turned the calendar to 2025 budgets are reset
Show response
Lansing noted platform decisions are strategic and C-suite level, insulating demand from typical budget pressure cycles.
Calendar 2024 Q3
if you can maybe help us understand how you're thinking about investments and expense growth in fiscal year '25
Show response
Weber confirmed FY25 expense growth below FY24 levels and below revenue growth, yielding margin expansion with upside beats at higher margins.
I know historically, we usually see a sequential step-up from 3Q to 4Q. And I thought the number was still pretty good
Show response
Weber acknowledged probable deal pull-forward from Q4 to Q3, noting combined H2 bookings matched prior year.
PAYXPaychex11 questions · 9 reporting periods · 0 of 11 challenging
Calendar 2026 Q3
Are you expecting it to continue at this kind of 2x normal rate, back to the normal rate, somewhere in between?
Show response
John said the 2x ASO-upsell pace significantly exceeded expectations and assuming it continues would be aggressive; PEO guidance stays conservative ahead of enrollments.
Calendar 2026 Q2
given any thought to sort of bringing the PEO platform and functionality over to, the Paycor side
Show response
Gibson said PEO tax complexity makes migration a heavy lift and the team will weigh a cost-benefit analysis; non-committal.
Calendar 2026 Q1
is there any element of—you think that employees are maybe just sort of adjusting to this higher health care premium inflation environment, and that could also be, you know, kind of helping to driv...
Show response
Management addressed PEO enrollment trends and employee adjustment to premium inflation.
Calendar 2025 Q4
how much that's deployed across your Salesforce, and any noticeable productivity gains that you're seeing off of that?
Show response
Gibson: launched ~60 days ago as pilot, organic demand from reps forced full deployment across Paychex salesforce. Still integrating into Paycor go-to-market systems. Sales teams loving it. Provides instant answers, scripts, objection handling, and prospecting insights.
it implies not really too much change on the MS side, and I'm just trying to kind of square that with some of show up in fiscal 3Q
Show response
Schrader: PEO will accelerate further with January enrollment anniversary. Revenue synergy deals flowing into back half. Element of conservatism in Q3 given mid-selling season. Expects business to continue accelerating.
Calendar 2025 Q3
Wondering if you could just talk about just give us a kind of update or, you know, reinforce us of the milestones that you've hit so far, what's left to come, and where maybe some of these, you kno...
Show response
Management addressed Cost synergy milestones and retirement segment growth.
Just on the retirement side, wondering if you can maybe quantify how contributory that was to growth this quarter, just given where kind of equity markets landed at the end of the quarter
Show response
Follow-up on Cost synergy milestones and retirement segment growth.
Calendar 2025 Q2
wondering if you can talk about some of the kind of core Paychex PEO trends you saw in the quarter? And how you're thinking about that as we move into fiscal '26 and think about that acceleration i...
Show response
Management addressed Core PEO operating trends and FY26 MPP anniversary.
Calendar 2025 Q1
if we can maybe kind of split out, you know, the softer trends between the MPP in Florida and the, you know, trade-off to lower-cost health benefits, how we should think of that sort of that split
Show response
Schrader identified three factors: lower attachment (conservative underwriting routing more to agency), more plans going to standalone vs at-risk, and buy-downs at 2x historical rates. Could not provide exact split between the three.
Calendar 2024 Q4
I'm wondering if you can just remind us of where you're kind of finding some of those efficiencies to drive some of the better margin performance
Show response
Gibson cited digital adoption, AI-driven productivity, proactive retention (getting ahead of at-risk clients before they call), and continuous process reengineering across all functions.
Calendar 2024 Q3
Just wondering if there's any kind of items we should think about with respect to the 2Q margin? I understand we're going to get to the selling season
Show response
Schrader explained ex-ERTC margin expansion was ~200bp in Q1 and expected 150-200bp in Q2, with full-year expansion driven by easier H2 compares.
ADPADP9 questions · 5 reporting periods · 0 of 9 challenging
Calendar 2026 Q1
What is sort of the overall feedback that you've been hearing from clients regarding these products? And is there anything potentially more on the AI front
Show response
Maria said feedback is incredible, visible in client satisfaction, retention, and efficiency results. Emphasized they are only scratching the surface of what AI can yield.
Calendar 2025 Q4
if you can characterize how growth in bookings was sort of trending in February relative to Q1
Show response
Maria emphasized Q2 bookings were broad-based across every business segment. Declined to provide intra-quarter color but noted pipelines are healthy heading into back half.
impacts that AI could be having on the broader labor market
Show response
Peter said they analyze 10-12 industry groups and see no discernible AI impact on employment. Industries potentially more exposed (financial services, professional services, tech) are actually showing reasonably healthy growth.
Calendar 2025 Q2
the widening gap between reported revenue growth and revenue growth ex pass- throughs. I'm just wondering if you can talk about what's driving those higher expected contribution
Show response
Peter cited health insurance cost inflation driving pass-throughs, some wage growth moderation dampening non-pass-through revenue, and lower expected state unemployment insurance rates versus FY25.
update us where you are sort of on the integration and getting that into market as well as sort of what you're expecting from the Clover partnership
Show response
Maria said RUN is deployed to a subset of Clover's back book with broader deployment planned for FY26. CashFlow Central integration also coming. Too early to see discernible bookings uptick but opportunity is largely ahead.
Calendar 2024 Q4
on the softer pace per control growth maybe relative to your expectations, was that in any specific pockets of your client base
Show response
Don confirmed pays per control softness was broad-based with no specific industry or geographic concentration.
just wondering if you've been seeing any changes in benefits enrollment behavior recently
Show response
Maria reported no meaningful shifts in benefits enrollment behavior; noted structural differences among PEOs with ADP TotalSource being fully insured on health. Strength across both PEO and HR outsourcing offerings.
Calendar 2024 Q3
I would love to hear just a little bit about that bookings outperformance
Show response
Maria attributed PEO bookings to intense focus and execution, with the value proposition of best-in-class health benefits, workers comp, and retirement services gaining strength.
Is there an opportunity to maybe also bring this down to serve your mid-market customers as well
Show response
Maria acknowledged mid-market potential but framed it as client-by-client evaluation, noting ADP already has time and attendance offerings across segments including partnerships.
MSCIMSCI7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
what inning you believe we are in, sort of the kind of demand and product uptake cycle with these two end markets
Show response
Henry put the hedge-fund and trader demand cycle in the first two or three innings and said MSCI is broadly bullish across wealth, custom index, analytics, and physical-risk climate.
Calendar 2026 Q1
Hey, guys. Thanks for taking my question. Just wanted to ask on the growth that you are seeing with hedge funds.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q4
Just wanted to go back to some of the remarks you made on the active asset manager end market.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q3
I just wanted to go back to the asset manager end market. It sounded like it would be 11% sales growth, you're seeing some momentum there.
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q2
Hey, good morning. Thanks for taking my questions. I wanted to touch on some of the emerging growth opportunities, in particular fixed income and wealth management and seeing the run rate
Show response
Management addressed the question with specific commentary.
Calendar 2025 Q1
Great. Thank you guys for taking my question. Wanted to ask on the sustainability and climate segment just in terms of the acceleration and run rate growth that we've seen this quarter
Show response
Management addressed the question with specific commentary.
Calendar 2024 Q4
Hey, good morning guys. Thank you for taking my question. Wanted to ask on the Wealth segment.
Show response
Management addressed the question with specific commentary.
Show 6 more companies
SPGIS&P Global7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
I’m just wondering if you can talk about just the overall ACV bookings growth within Market Intelligence
Show response
Eric gave the ACV figure directly at roughly 6%, matching OCC and subscription growth, and reaffirmed the full-year divisional guide.
Calendar 2026 Q1
how much of the margin expansion that you're seeing is being driven by efficiency gains associated with AI
Show response
Eric acknowledged AI benefits in data operations and software development but noted it is a combination of factors including classic productivity tools. Did not quantify AI's specific contribution.
Calendar 2025 Q4
just wondering if you can elaborate more on the pull forward of investments that you brought into the Market Intelligence business into 4Q?
Show response
Eric described With Intelligence integration plus AI feature functionality investments. Confirmed MI margin expansion solidly in middle of 50-75bp guide for 2026 with potential for upper end if volumetric revenues recover.
Calendar 2025 Q3
just how you feel about the overall positioning of your private market data sets as we head towards the end of the year here
Show response
Described Cambridge/Mercer creating global classification standard for like-for-like fund benchmarking. With Intelligence accelerates organic initiatives with data on 30,000 managers and investors.
Calendar 2025 Q2
I'm wondering if you can maybe share a little bit more about your criteria for moving strategic clients into the Chief Client Office
Show response
Martina described selective approach with a tight-knit team providing individualized attention. Cited the Barclays deal as emblematic of the engagement type being pursued.
Calendar 2025 Q1
I just wanted to touch on the topic of private credit and wondering if you can share how that performed on the rating side relative to expectations during the quarter
Show response
Confirmed strong private credit execution in middle market CLOs and NAVs, but moderated expectations for remainder due to tough comps and general issuance environment softening.
Calendar 2024 Q4
You mentioned some reinvestment on the Index side of the business, given where margins are now. Just wondering if you can share a little bit more color on your prioritization of investments
Show response
Highlighted multi-asset class indices, factors, thematics, sustainability indices, ETDs, and liquid ecosystem as investment areas with strong addressable market.
FDSFactSet6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q3
how the mix is between consumption-based and subscription-based pricing with AI-related products
Show response
Called consumption pricing very early-stage: a large predictable subscription base with volume-based consumption tiers layered above it.
Calendar 2026 Q1
I am just wondering if you guys can talk about the pace or degree of AI product adoption in the wealth channel. I am just trying to kind of understand, given that wealth is still, I think, ongoing ...
Show response
Sanoke said wealth AI adoption is gradually picking up but trails buy-side and sell-side. Goran added largest clients adopting intelligent prospecting and monitoring solutions.
Calendar 2025 Q4
Just wanted to ask on sort of private market data offering. And there's been a lot of, I think, investment in the space from yourselves and your peers as well in terms of increasing the magnitude o...
Show response
Sanoke highlighted multi-year investment in private capital data covering over 10 million companies at high quality. Positioned across pre-deal, deal-making, and post-deal spectrum.
Calendar 2025 Q3
if there are any specific payback periods you are sort of looking for when you guys are making these investments
Show response
Helen said infrastructure investments (real-time, deep sector) target ~3 year payback, similar to acquisitions. Content sales expected faster payback. Scale on content side can be quite quick.
Calendar 2025 Q2
Wondering if you can talk a little bit about the CUSIP collaboration with Omni that you announced and just the opportunity there and the overall demand for identifiers among VC and PE-backed companies
Show response
Phil highlighted CUSIP as gold standard for private market identifiers. Working with JPMorgan. Private credit furthest ahead.
Calendar 2024 Q4
Just on the Irwin acquisition and, you know, how we should think about the contribution from that to total revenue for this year would be helpful
Show response
Helen said Irwin will not have material top-line impact. Phil added the acquisition case is on or above plan.
ITGartner4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
just wondering if you can talk a little bit more about some of the OpEx efficiencies that you're recognizing
Show response
Craig Safian framed OpEx efficiency as aligning in-quarter and run-rate spend with revenue and CV expectations while reprioritizing toward key growth areas.
Calendar 2026 Q1
Just wondering if there was any incremental, I guess, price realization or upsells that drove that expanding wallet retention
Show response
Craig attributed client retention decline to continued small tech vendor churn (lower-spending clients). Wallet retention benefiting from holding more dollars year-over-year and lapping prior-year challenges.
Calendar 2025 Q4
if there's any changes to your sales strategy, your go-to-market strategy that you're thinking about for this year
Show response
Gene described AI-based role-play tools for sales training, weekly curated content for salespeople by role, and expansion of business developer headcount. BD productivity has been strong even in challenging 2025, so that's where investment is focused.
Calendar 2025 Q3
I just wanted to get a little bit more color on the quota-bearing headcount trends
Show response
Craig said quarter-to-quarter choppiness depends on timing of departures and replacements. Net numbers reflect US federal territory resizing. Constant territory optimization reallocates vacated roles to higher-opportunity areas.
MCOMoody's Corporation4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
how much of the operating leverage in MIS is being driven by the technology innovations and AI efficiencies
Show response
Heuland credited workflow automation and AI for analyst efficiency gains. Fauber added that AI enablement picked up in the back half of last year, providing both efficiency and new analytical insights.
Calendar 2025 Q3
we're starting to hear more you know, see more headlines, hear more concerns about just the health of private credit
Show response
Rob noted credit stress drives more demand for credit insight and research. Flow back to public markets creates rating opportunities. Moody's well-positioned to serve both private and public markets.
Calendar 2025 Q2
I mean just wondering if you guys think was any potential pull forward of issuance during the quarter from the second half of the year
Show response
Rob saw no meaningful pull forward unlike 2024's election-driven dynamic. Private credit continues growing alongside public markets, not either/or. Cited insurers increasing allocations and rated feeder funds becoming more important.
Calendar 2024 Q4
I'm wondering if you can speak to just the sort of broader demand environment that you're seeing and how sales cycles are trending
Show response
Rob said sales cycles stable, new business production very good across segments, retention slightly higher than 2023, and pipeline into 2025 very strong.
VRSKVerisk4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
Just wondering if you can talk a little bit more about the lower volumes on the commercial property side
Show response
Khemka attributed it to carriers quoting fewer opportunities and trimming analytics spend per quote, while reiterating subscription strength.
Calendar 2026 Q1
just wondering if you can talk about the sustainability of the subscription OCC revenue growth
Show response
Elizabeth Mann confirmed subscription growth sustainability, noting double-digit prior year levels may not sustain but current levels are strong. Cited broad-based strength across forms/rules/loss costs, cat modeling, and property solutions with AI enhancements.
Calendar 2025 Q4
Just wondering if you can give an update on sort of the competitive dynamics on the kind of auto personal line side of things
Show response
Robert Newbold attributed challenges to peaked non-rate action revenue and undifferentiated products facing competitive pressure, stating focus is on differentiated analytics for long-term subscription growth.
Calendar 2025 Q3
is there anything on the sort of technical integration side that you can do during this sort of interim period to when the deal is eventually closed
Show response
Elizabeth Mann confirmed no integration work can proceed during the FTC review period due to legal requirements.
CSGPCoStar Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how long you would expect it to take for these new field sales reps to sort of ramp in productivity
Show response
Said ramp time is similar and the field hiring profile is stronger, but gave no quantified ramp period.
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 |
|---|---|---|
| EFX Equifax | 12 | 0%none of 12 questions |
| BR Broadridge Financial Solutions | 11 | 9%1 of 11 questions |
| FICO Fair Isaac | 11 | 9%1 of 11 questions |
| PAYX Paychex | 11 | 0%none of 11 questions |
| ADP ADP | 9 | 0%none of 9 questions |
| MSCI MSCI | 7 | 0%none of 7 questions |
| SPGI S&P Global | 7 | 0%none of 7 questions |
| FDS FactSet | 6 | 0%none of 6 questions |
| IT Gartner | 4 | 0%none of 4 questions |
| MCO Moody's Corporation | 4 | 0%none of 4 questions |
- EFXEquifax · 12 questions0%none of 12 questions
- BRBroadridge Financial Solutions · 11 questions9%1 of 11 questions
- FICOFair Isaac · 11 questions9%1 of 11 questions
- PAYXPaychex · 11 questions0%none of 11 questions
- ADPADP · 9 questions0%none of 9 questions
- MSCIMSCI · 7 questions0%none of 7 questions
- SPGIS&P Global · 7 questions0%none of 7 questions
- FDSFactSet · 6 questions0%none of 6 questions
- ITGartner · 4 questions0%none of 4 questions
- MCOMoody's Corporation · 4 questions0%none of 4 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 | 5 | 0%none of 5 questions | 3 |
| 2024 Q4 | 13 | 0%none of 13 questions | 9 |
| 2025 Q1 | 8 | 0%none of 8 questions | 6 |
| 2025 Q2 | 12 | 8%1 of 12 questions | 9 |
| 2025 Q3 | 13 | 0%none of 13 questions | 10 |
| 2025 Q4 | 12 | 0%none of 12 questions | 9 |
| 2026 Q1 | 13 | 8%1 of 13 questions | 11 |
| 2026 Q2 | 9 | 0%none of 9 questions | 9 |
| 2026 Q3 | 2 | 0%none of 2 questions | 2 |
- 2024 Q35 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2024 Q413 questions · challenge rate 0% (none of 13 questions) · 9 companies
- 2025 Q18 questions · challenge rate 0% (none of 8 questions) · 6 companies
- 2025 Q212 questions · challenge rate 8% (1 of 12 questions) · 9 companies
- 2025 Q313 questions · challenge rate 0% (none of 13 questions) · 10 companies
- 2025 Q412 questions · challenge rate 0% (none of 12 questions) · 9 companies
- 2026 Q113 questions · challenge rate 8% (1 of 13 questions) · 11 companies
- 2026 Q29 questions · challenge rate 0% (none of 9 questions) · 9 companies
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand27
- Revenue Growth26
- Cloud & AI15
- Guidance Reliability12
- Competitive Dynamics11
- Margin10
- Innovation & R&D9
- Product Launch9
- M&A8
- Capex Investment8
Show all 20 topics
- Cost Pressure7
- Credit6
- Labor Market5
- Pricing4
- Subscriber Growth4
- Regulation Policy3
- Geographic Expansion3
- Macroeconomic3
- Capital Allocation1
- Trade Tariffs1