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Analyst
Brent Navon
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 17%1 of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with 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 6 of 6 questions from 2 companies
ROKURoku, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
can you explain some of the drivers for the strong first-quarter results
Show response
Dan quantified the beat and bridged to conservative second-half assumptions, a direct answer.
Calendar 2025 Q3
Any way to frame how big each of those businesses are and what their underlying growth rates are?
Show response
Charlie gave a new-advertiser stat but did not size the two businesses, a partial answer.
Calendar 2025 Q1
how much of a buffer do you still feel like you have with some of these idiosyncratic drivers
Show response
Dan said new initiatives should offset macro weakness in H2 but did not quantify the buffer.
TKOTKO Group Holdings3 questions · 2 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
Can you just help maybe distinguish or quantify the factors that were specific to this year's event
Show response
Schleimer attributed the WWE live-events decline almost entirely to the WrestleMania 42 vs 41 comparison, plus deliberate international expansion.
why not be more aggressive in investing behind these tentpole events if it drives that audience growth engagement
Show response
Shapiro said the company will keep hunting for tentpole opportunities but they take time to assemble, citing the Sphere and Freedom 250 as proof points.
Calendar 2026 Q1
are you finding that it's becoming more competitive to retain top fighters? And anything you could share on how fighter comp is tracking
Show response
Schleimer confirmed fighter bonuses doubled as part of Paramount deal, baked into guidance. Shapiro acknowledged competitive landscape but emphasized product-first focus across UFC and WWE.
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. | 3 | 0%none of 3 questions |
| TKO TKO Group Holdings | 3 | 33%1 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Demand2
- Capex Investment1
- Guidance Reliability1
- Competitive Dynamics1
- Cost Pressure1
- Product Launch1
- Macroeconomic1