Adam Berlin

Communication Services

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

17%

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

Challenge Trend

Q4 '24Q3 '25

Focus Areas6 topics

Guidance Reliability3Revenue Growth3M&A2Demand2Macroeconomic2Cost Pressure1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

OMCOmnicom Group17% challenging4 quarters

2025 Q3

when do you think we'll be able to see pro forma financials and get some guidance for how the pro forma business is going to perform

M&AGuidance ReliabilityView in transcript →

there was a big deceleration in precision marketing. And you mentioned there were some problems in Europe. Can you just give us a bit more detail

ChallengingRevenue GrowthDemandView in transcript →

2025 Q2

is it reasonable to assume growth improves in H2 because of the ramp-up of the Amazon revenues from the win last year

Revenue GrowthCost PressureM&AView in transcript →

2025 Q1

Can you just say a little bit more about your decision to lower the bottom end of the guidance range for 2025 to 2.5%?

Guidance ReliabilityMacroeconomicView in transcript →

2024 Q4

Can you talk a little bit about what happened in Q4 that mend things ended up better than you expected?

Revenue GrowthDemandView in transcript →

Can you just explain your thinking about why you think growth, is going to slow down? Or are you just being a bit conservative

Guidance ReliabilityMacroeconomicView in transcript →