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Analyst
Sean Dodge
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none 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
VEEVVeeva Systems Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I'm just curious why that would be, why wouldn't it be some of the more sophisticated kind of longer-term Veeva users
Show response
Peter explained Basics customers run standardized configurations and processes, making Falcon agents reusable and adoption smoother.
Calendar 2025 Q4
does that have the potential to be a real needle mover for Veeva Systems Inc. at some point here soon
Show response
Peter said Veeva Basics is important for the ecosystem, helps smaller biotechs that larger companies may acquire. Not impossible to reach 1,000 customers over time. Graduates from Basics to enterprise Veeva in place. Right thing to do more than a revenue driver.
IQVIQVIA1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how FX and pass-throughs are going to kind of progress in terms of, like, nonoperational margin headwinds in Q3 and Q4?
Show response
Answered at the full-year level with the moving parts rather than quarterly phasing; Bousbib added that pass-throughs are the main nonoperational headwind.
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 |
|---|---|---|
| VEEV Veeva Systems Inc. | 2 | —Rate withheld: fewer than 3 questions |
| IQV IQVIA | 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch2
- Demand2
- Cloud & AI1
- Margin1
- Fx1
- M&A1