Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Benjamin Soff (Deutsche Bank) — Tellvest

Analysts/Benjamin Soff

Benjamin Soff

Deutsche Bank

Communication ServicesTechnology

Limited coverage. Only 3 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 Areas6 topics

Geographic Expansion1Capex Investment1Demand1Product Launch1Regulation Policy1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

LYVLive Nation Entertainment2 quarters

2025 Q2

your latest thoughts on the APAC region and the opportunity you see there following the recent acquisition you did in Japan

Geographic ExpansionCapex InvestmentView in transcript →

2025 Q1

the recent executive order directing the FTC to more rigorously enforce the BOTS Act. You've been vocal advocating for this in the past

Regulation PolicyCompetitive DynamicsView in transcript →

TTWOTake-Two Interactive1 quarter

2024 Q3

Can you please break out the contribution from the film? And did you see the benefit to game sales from the film?

DemandProduct LaunchView in transcript →