Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Will Fitzsimmons (Piper Sandler) — Tellvest

Analysts/Will Fitzsimmons

Will Fitzsimmons

Piper Sandler

TechnologyHealthcare

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

20%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q3 '26

Focus Areas7 topics

Competitive Dynamics3Cloud & AI2Demand1M&A1Labor Market1Margin1Capex Investment1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

ADBEAdobe Inc.1 quarter

2026 Q2

there is a lot of debates right now around kind of the moats in software

Competitive DynamicsM&AView in transcript →

FIGFigma, Inc.33% challenging3 quarters

2026 Q2

can you just contextualize how Figma's MCP usage has trended year-to-date?

Cloud & AILabor MarketView in transcript →

2026 Q1

help investors think about Figma's differentiation in kind of this rapidly changing landscape.

ChallengingCompetitive DynamicsCloud & AIView in transcript →

2025 Q4

what's kind of the breakdown between expected gross margin compression from AI investments in the AI product ramp

MarginCapex InvestmentView in transcript →

VEEVVeeva Systems Inc.1 quarter

2026 Q3

What ultimately drove them to Veeva over Salesforce?

Competitive DynamicsDemandView in transcript →