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Analyst
Brian Pitz
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 13on tracked calls
- Challenge rate
- 23%3 of 13 questions
- Companies
- 4questioned at least once
- Reporting periods
- 7with 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 13 of 13 questions from 4 companies
RBLXRoblox Corporation5 questions · 5 reporting periods · 2 of 5 challenging
Calendar 2026 Q1
what are your expectations for how the revenue share with those creators might compare
Show response
Baszucki said DevEx is uniform for all creators (no custom deals); studios benefit from the 18+ increase and Roblox's single-build cross-device architecture.
Calendar 2025 Q4
how you're thinking about the potential growth contribution from advertising in 2026
Show response
Chopra said advertising will grow healthily in 2026 but stay modest and methodical; Baszucki called the age-verification rollout a success, not a stumble.
Calendar 2025 Q3
How do you think about the need to continue driving economics towards creators to help send off any competition
Show response
Baszucki said creators judge total economic return (rate x scale x tools x velocity), not the DevEx rate alone, though each incremental point can still help.
Calendar 2025 Q2
How impactful was Grow a Garden to that new customer acquisition? Do you believe it's sustainable?
Show response
Baszucki said Grow a Garden brings new, older users; Chopra cited social co-play (1.5x-2x engagement) as a durability signal but assumes normalization.
Calendar 2024 Q4
any insights into how much contribution to bookings is expected from paid access games this year
Show response
Baszucki called paid access accretive, not cannibalistic, within the $187 billion gaming content market.
TTWOTake-Two Interactive4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
You recently announced the $80 base game for GTA VI, but ultimately decided to leave NBA 2K27 base pricing at $70
Show response
Strauss said the goal is to overdeliver value rather than maximize price, positioning GTA VI as a bargain relative to the experience delivered.
Calendar 2026 Q1
Any additional color you can provide on GTA 6 around your framework for the PC release as well as if the game know, has any chance of being cross platform
Show response
Strauss acknowledged PC as a great growing market and noted hit titles eventually reach all platforms, but declined to announce anything beyond the console-only November 19 launch.
Calendar 2025 Q4
Can you talk more about this launch and how you're thinking about the broader opportunity?
Show response
Strauss noted TTWO has long welcomed UGC including role-playing servers at Rockstar. Sees tools that make user creation more viable and accessible as an opportunity while emphasizing professional creators remain the primary business driver.
Calendar 2025 Q1
any color you could provide as to what percent is related to GTA VI versus other titles?
Show response
Strauss expressed confidence tariffs wouldn't meaningfully affect guidance given substantial installed base. Lainie declined to break down cap software by title.
NFLXNetflix, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
The recent announcement of Netflix, Inc. Playground is seemingly one of your biggest moves into video games to date
Show response
Peters explained Playground as curated kids gaming app with no ads or in-app purchases; seeing strong growth in engagement as more kids titles are added.
Calendar 2025 Q2
can you talk to near-term monetization opportunities within gaming?
Show response
Peters framed gaming monetization like other content, value drives acquisition, retention, willingness to pay; investment stays disciplined pending scale. GTA and Squid Game Unleashed show traction.
Calendar 2024 Q4
What are your biggest learnings and perhaps hurdles for advertising monetization in 2025?
Show response
Peters quantified the monetization slope and said there are no specific hurdles beyond execution; scale goals met in 2024 and attention shifting to improving the advertiser offering.
DKNGDraftKings Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2025 Q2
Can you help us understand how big micro betting component is and how much risk you think that ban could actually be?
Show response
Robins saw very low likelihood of a New Jersey ban and said micro betting is only a single-digit percentage of live handle.
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 |
|---|---|---|
| RBLX Roblox Corporation | 5 | 40%2 of 5 questions |
| TTWO Take-Two Interactive | 4 | 0%none of 4 questions |
| NFLX Netflix, Inc. | 3 | 0%none of 3 questions |
| DKNG DraftKings 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 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 67%2 of 3 questions | 3 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 67% (2 of 3 questions) · 3 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch5
- Competitive Dynamics4
- Revenue Growth4
- Pricing2
- Innovation & R&D2
- Subscriber Growth2
- Capital Allocation2
- Geographic Expansion1
- M&A1
- Trade Tariffs1
Show all 13 topics
- Capex Investment1
- Regulation Policy1
- Demand1