Alan Gould

Communication Services

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

Companies

Questions

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

Challenge Trend

Q3 '24Q2 '25

Focus Areas9 topics

Cloud & AI2Subscriber Growth2Product Launch2Pricing1Geographic Expansion1Competitive Dynamics1Capital Allocation1M&A1Innovation & R&D1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

NFLXNetflix, Inc.3 quarters

2025 Q2

Can you provide more information on the TF1 partnership? Why did you choose to add TF1 in France

Geographic ExpansionCompetitive DynamicsProduct LaunchView in transcript →

2025 Q1

Should we assume most of the growing free cash flow is redeployed into share buybacks?

Capital AllocationM&AView in transcript →

2024 Q4

How do you assess your progress in the video game space? How have the engagement trends been?

Product LaunchInnovation & R&DSubscriber GrowthView in transcript →

NWSNews Corp (Class B)3 quarters

2025 Q2

what the impact of AI interviews, AI overviews is having on your publishing business

Cloud & AIView in transcript →

2025 Q1

the original portion of the Dow Jones business. PIB is doing great, but the original one you're continuing to grow subs

Subscriber GrowthPricingView in transcript →

2024 Q3

how much AI revenue came in during the quarter, how it was split between Dow Jones and the News Media segment

Cloud & AIView in transcript →