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Analyst
Tyler DuPont
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 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 5 of 5 questions from 2 companies
JKHYJack Henry & Associates3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
how should we be thinking about upside to that 50 to 55 annual target
Show response
Greg expects north of 55 wins. Recently won an almost $10 billion client with 1.2 million accounts, 25% larger than any current customer. Larger deals take longer to close. Pipelines extremely strong across core, payments and complementary. Sales team executing at highest level.
The $122 million in the quarter was pretty meaningfully above, it looks like both consensus and even your own historical trends
Show response
Mimi attributed strong FCF to operational foundation, tax legislation clarity, and small asset sales. Year-to-date trailing 12-month FCF at $108-109M. Raised full-year FCF conversion to 95-105% with bias to high side. Returning to historical norm levels.
Calendar 2025 Q3
from an asset size perspective, could you maybe clarify the average size of the wins you're seeing in the quarter
Show response
Greg confirmed 4 Q1 core wins including one multibillion-dollar deal, consistent with expectations for a light Q1. On track to match or exceed last year's 16 multibillion and 4 over $5B wins based on pipeline.
EPAMEPAM Systems2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
how much of this updated outlook is due to your current go-to-market capability set
Show response
Fejes said it is both: SaaS/Hi-Tech clients shifting spend to tokens and GPUs EPAM does not sell, while the rest of the base needs stronger business-development capability to sell AI-native work.
an update on the pricing environment right now would be pretty helpful.
Show response
Peterson reported price improvement earlier in the year and ongoing vendor consolidation, framing agentic managed services as incremental revenue rather than a price haircut unlike some peers.
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 | 3 | 0%none of 3 questions |
| EPAM EPAM Systems | 2 | —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 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics4
- Demand3
- Capital Allocation1
- Guidance Reliability1
- Pricing1