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Analyst
Tony Cyganovich
Period: Reporting period mapped to calendar 2026 Q2.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 1 company
JKHYJack Henry & Associates2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
Could you talk about how close you think you are to selling Banno outside of the core and what you believe the revenue opportunity is?
Show response
Greg said the revenue opportunity is early to size but momentum has built since sales traction began in January. Jack Henry is close to announcing its first Banno-outside-the-base deal and has already signed a digital-only core client using Banno and the Jack Henry Platform without any Jack Henry cores.
Can you walk us through some of the puts and takes that might prevent that kind of margin expansion for FY 2027
Show response
Mimi cited FY2026 first-half benefits (lower medical costs, commission timing) that won't repeat, plus FY2027 headwinds from infrastructure, security, and frontier-model investment. The company started conservative at 20-40bp with the hope to overperform as the year progresses.
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 |
|---|---|---|
| JKHY Jack Henry & Associates | 2 | —Rate withheld: fewer than 3 questions |
- JKHYJack Henry & Associates · 2 questions—rate withheld: under 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 |
|---|---|---|---|
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch1
- Revenue Growth1
- Margin1
- Guidance Reliability1