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Analyst
Ailsa Lei
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 1 company
NWSNews Corp (Class B)3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
with free cash flow ending on such a strong note, as you look into FY 2027, can you help us think about where
Show response
Lavanya cited EBITDA growth and working capital improvements, a modest $19 million CapEx increase, and continued FCF focus into fiscal 2027.
Calendar 2026 Q1
the balance between continued investment into building these new benchmarks versus the return profile? And are you able to potentially quantify any investments required
Show response
Thomson highlighted PIB is 40% of revenue but disproportionately higher share of EBITDA due to higher margins. Noted positive trends at R&C (+19%) and Energy (+12%) but did not quantify specific investment amounts.
Calendar 2025 Q4
Can you share any color on how you're thinking about pricing growth going forward and maybe the balance between acquiring new subs versus ARPU
Show response
Thomson noted enterprise customers have lower ARPU but lower churn and marketing costs. Dynamic pricing improving ability to target high-usage subscribers. Chandrashekar confirmed direct sub ARPU improving at healthy rate.
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 |
|---|---|---|
| NWS News Corp (Class B) | 3 | 0%none of 3 questions |
- NWSNews Corp (Class B) · 3 questions0%none of 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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Capital Allocation1
- Revenue Growth1
- Pricing1
- Subscriber Growth1