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Analyst
Alan Gould
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q3 (5 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 5with 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 9 of 9 questions from 4 companies
NFLXNetflix, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
Can you provide more information on the TF1 partnership? Why did you choose to add TF1 in France
Show response
Peters framed TF1 as accelerating local-for-local content in France, enabled by Netflix's new live/ads/UI capabilities; TF1 is leading local programmer; other countries possible.
Calendar 2025 Q1
Should we assume most of the growing free cash flow is redeployed into share buybacks?
Show response
Neumann confirmed no change to capital allocation policy: reinvest in business, maintain liquidity, then excess cash to buybacks; M&A bar remains high.
Calendar 2024 Q4
How do you assess your progress in the video game space? How have the engagement trends been?
Show response
Peters described early-days impact with limited subscriber effect, but laid out a clearer 2025 focus on narrative games, TV co-op games, kids games, and licensed blockbusters.
NWSNews Corp (Class B)3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
what the impact of AI interviews, AI overviews is having on your publishing business
Show response
Thomson said no negative search impact on Dow Jones and noted advanced negotiations with several AI companies for content licensing. Emphasized mix of 'wooing and suing.'
Calendar 2025 Q1
the original portion of the Dow Jones business. PIB is doing great, but the original one you're continuing to grow subs
Show response
Thomson cited 7% total sub growth, 14% digital sub growth, and improving ARPU from dynamic pricing strategy. Digital now contributes 82% of Dow Jones revenue.
Calendar 2024 Q3
how much AI revenue came in during the quarter, how it was split between Dow Jones and the News Media segment
Show response
Thomson declined to provide specifics on AI revenue distribution citing confidentiality requirements. Panuccio added that collectively across all agreements they expect positive year-on-year revenue movement.
ROKURoku, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
when I look at 3Q and 4Q platform, growth and you back out friendly and political
Show response
Dan directly confirmed underlying growth north of 20% on a clean basis with a Q4 step-up.
Calendar 2024 Q4
can you give us an update on what's happening on your international expansion?
Show response
Anthony named the focus markets and progress on scale versus monetization, a direct answer.
RDDTReddit, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
can you comment on what's happening with per user engagement? And then second, Steve, one of the things special about Reddit is that you have the moderators
Show response
Steve pointed to home-feed quality as a key engagement/retention driver and described reducing moderator burden while growing mod count.
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 |
|---|---|---|
| NFLX Netflix, Inc. | 3 | 0%none of 3 questions |
| NWS News Corp (Class B) | 3 | 0%none of 3 questions |
| ROKU Roku, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| RDDT Reddit, Inc. | 1 | —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 |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 3 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Subscriber Growth4
- Cloud & AI2
- Geographic Expansion2
- Product Launch2
- Innovation & R&D2
- Pricing1
- Revenue Growth1
- Guidance Reliability1
- Competitive Dynamics1
- Capital Allocation1
Show all 11 topics
- M&A1