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Analyst
Cameron Mansson-Perrone
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 1questioned 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 14 of 14 questions from 1 company
LYVLive Nation Entertainment14 questions · 7 reporting periods · 0 of 14 challenging
Calendar 2026 Q2
any color on how you expect that partnership to grow over time or potential for it to scale
Show response
Rapino gave the strategic frame and the 90% of shows that don't sell out, but declined to size the partnership or its growth path.
a growing proportion of the ticket wins seem to be coming from international. You touched on it earlier
Show response
Berchtold separated the three drivers: platform wins in new markets, venue additions in those markets, and higher global concert activity.
Calendar 2026 Q1
the mid-single-digit headwind at the ticketing segment this year. Could you remind us what exactly is incorporated
Show response
Berchtold attributed headwinds to deliberate secondary ticketing restrictions limiting broker inventory. One-time structural step down that comps away next year. Legal expenses expected to moderate.
could you update us on what you and Sam are focused on from a product perspective with Ticketmaster
Show response
Rapino highlighted new product leader focused on AI for consumer and B2B. Building robust face value exchange program. Berchtold added Sam is accelerating Latin America and Japan expansion.
Calendar 2025 Q4
Spotify, the other week reported facilitating about $1 billion, and I think it was over $1 billion in ticket purchase activity
Show response
Rapino welcomed distribution partners like Spotify and Facebook for mid-tier and smaller shows that need additional reach beyond the artist's own channels.
how that subcategory grew in the second half of the year and just any kind of forward indications
Show response
Berchtold expects sports and third-party to come back somewhat in 2026 but majority of growth still from concerts.
Calendar 2025 Q3
Any color you can provide in terms of how we should think about that as indicative of 4Q activity relative to indicative of 2026 activity
Show response
Berchtold confirmed most deferred revenue will flow into 2026 with ticket sales for next year up double digits.
the competitiveness in the ticketing industry in the past, particularly in the U.S. I was wondering if you could just kind of describe how that landscape has been evolving
Show response
Berchtold positioned international as the bigger growth opportunity while North America remains competitive but manageable. Continued winning clients in both.
Calendar 2025 Q2
if there was any update you could provide on the cash savings from one fewer put to exercise or pay for
Show response
Berchtold confirmed $50M P&L drop in NCI for 2026 plus less cash impact, improving free cash flow conversion for reinvestment.
It seems like you guys are leaning more into festival naming rights. I'm wondering if you could talk a little bit about how you view that as an opportunity
Show response
Rapino said no specific new strategy; festivals are key sponsorship assets alongside venues. Company having another record sponsorship year.
Calendar 2025 Q1
do you think that we've kind of reached a point where the fluctuations year-to-year in venue mix activity start to look more stable going forward
Show response
Rapino noted stadium demand growing with younger artists. Events like World Cup and Olympics affect venue availability but overall demand is structurally strong.
solid improvement in AOI per fan growth meaningfully higher AOI on I think a similar fan volume but any color on kind of what helped
Show response
Berchtold attributed it to good mix and scale relative to cost structure. Expected improved profitability to carry over the full year.
Calendar 2024 Q4
whether you expect the drivers of that performance to evolve over that time frame or whether it's really just down to executing against a similar playbook
Show response
Rapino confirmed same thesis: globalization of live entertainment consumer, underdeveloped markets, growing market share in 40 countries.
what would you say investors should take away from the decision to ramp that so healthily in terms of the ROI you're seeing from that spend so far
Show response
Berchtold confirmed capital deployment mirrors AOI growth delivery, with venues opening over multiple years providing returns and moving fan volume.
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 |
|---|---|---|
| LYV Live Nation Entertainment | 14 | 0%none of 14 questions |
- LYVLive Nation Entertainment · 14 questions0%none of 14 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 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics7
- Revenue Growth7
- Innovation & R&D2
- Demand2
- Geographic Expansion1
- Regulation Policy1
- Cost Pressure1
- Cloud & AI1
- Capital Allocation1
- M&A1
Show all 13 topics
- Margin1
- Guidance Reliability1
- Capex Investment1