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Analyst
Barton Crockett
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 50%2 of 4 questionsLimited sample
- Companies
- 3questioned 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 4 of 4 questions from 3 companies
ROKURoku, Inc.2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2025 Q2
I was wondering if you could give us some sense of the materiality of that to you at this point.
Show response
Dan described the ramp qualitatively but did not quantify Ads Manager's materiality.
Calendar 2024 Q4
I'm just wondering if you could comment on the health of that relationship and the health of DSPs generally with you guys.
Show response
Anthony affirmed the partnership's health but did not address Trade Desk's own disappointing trends, a partial answer.
DISThe Walt Disney Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
How is the variability in fuel costs and the volatility of conflict in the Middle East impacting Disney?
Show response
Hugh said domestic demand and cruises are strong, but noted a weaker Asian consumer at Shanghai and Hong Kong; fuel is largely hedged and Abu Dhabi remains a committed long-term project.
NFLXNetflix, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q2
Why is operating margin guidance for the full year only 30% after the upside in 2Q and a forecast of 31.5%
Show response
Neumann said mostly timing, biggest new and returning titles and live events land in the back half, Q4 has a heavier film slate, plus marketing and ad sales infrastructure build-out.
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 |
|---|---|---|
| ROKU Roku, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| DIS The Walt Disney Company | 1 | —Rate withheld: fewer than 3 questions |
| NFLX Netflix, 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 Q4 | 1 | 100%1 of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Cost Pressure1
- Demand1
- Margin1
- Guidance Reliability1
- Product Launch1
- Competitive Dynamics1