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Analyst
Todd Weller
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q3 (5 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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
CRWDCrowdStrike2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
Can you talk about how impactful it was in the quarter? And then trying to better understand the monetization angles there
Show response
George described Quiltworks as a partner-led motion where partners use the Falcon platform to find vulnerabilities and drive remediation with large enterprises, leading to platform pull-through, and said more partners want to join.
Calendar 2026 Q1
Can you talk about what's driving that, how you think about the durability of the growth acceleration? And then related to this, there's been a lot of action in the market recently around browser s...
Show response
Kurtz attributed endpoint acceleration directly to AI adoption at the endpoint. Browser security via Seraphic protects any browser without requiring a switch, ties into identity stack, and customer demand was immediate upon announcement.
ZSZscaler1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
When do you anticipate kinda having that full-fledged kinda next-gen next-gen SOC platform available?
Show response
Jay outlined phased approach: exposure management (UVM, asset management, Risk 360) already differentiated; SecOps data fabric approach architecturally different from traditional SIEM data lakes. Expects full solution over coming quarters. Red Canary playing complementary role.
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 |
|---|---|---|
| CRWD CrowdStrike | 2 | —Rate withheld: fewer than 3 questions |
| ZS Zscaler | 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Product Launch2
- Innovation & R&D1
- Competitive Dynamics1