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Analyst
Dan Salmon
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 0%none of 12 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 12 of 12 questions from 4 companies
SNAPSnap Inc.6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
I'd just like to hear a little bit more on the North America DAU outlook for the rest of the year
Show response
Evan cited Spotlight engagement gains but did not directly quantify under-35 sequential trend; partial.
Calendar 2026 Q1
love to hear a little bit more about age verification work, including with the app stores
Show response
Evan described differentiation from social media and evolving age-assurance approaches but no specific outcome planning; partial.
Calendar 2025 Q4
the potential for those types of actions to impact North America
Show response
Evan said under-18 ad revenue is immaterial and argued Snapchat differs from social media; direct.
Calendar 2025 Q2
could you take us a little deeper on your small and medium customer base?
Show response
Evan credited go-to-market improvements and automation (budget optimization, auto targeting) for SMC growth; direct.
Calendar 2025 Q1
just like to hear a little bit more about the next steps for SMB advertiser growth.
Show response
Evan said focus is shifting to mid-sized customers for dollar volume while Snap Promote drives advertiser count; direct.
Calendar 2024 Q4
what the team is doing to leverage that growth, helping them expand beyond Snap Promote
Show response
Derek cited DR products, go-to-market improvements, CAPI partners and Snap Promote as SMB growth drivers; direct.
NFLXNetflix, Inc.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
Can you share more on the growth of your total advertiser base?
Show response
Peters detailed programmatic growth becoming over 50% of non-live ads; still concentrating on largest buyers via direct sales teams; expects continued growth into larger advertiser pools.
Calendar 2025 Q3
Are fill rates improving in line with your expectations as the Netflix, Inc. ad suite and new demand
Show response
Peters said fill rates have improved and will continue to improve as go-to-market, measurement and targeting mature; overall revenue is the key optimization metric, not fill rate in isolation.
Calendar 2025 Q1
Does the current macro environment change your approach to the television upfronts? Any broad thoughts
Show response
Peters said buyer interactions are positive heading into the upfront and Netflix's small share of the ad market provides insulation; reaffirmed doubling ads revenue in 2025.
Calendar 2024 Q4
has there been any disruption to your L.A-based productions owing to the wildfires? If so, can you please quantify
Show response
Sarandos confirmed no meaningful delays or 2025 cash content impact from the LA wildfires while acknowledging community devastation; a direct and specific answer.
RDDTReddit, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
the conversation ad placements now up to accounting for 6% of impressions. Could you just tell us a little bit more about the performance of the format
Show response
Jen said ads-in-comments sit in a uniquely high-intent, contextual space and are performing well with strong outcome potential.
TTDThe Trade Desk, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
can you maybe just provide a little bit more context around the assumptions in your Q3 outlook and just a little bit more on your overall guidance philosophy?
Show response
Green argued TTD's objectivity and open-Internet market-share lead endure against walled gardens (Amazon, Google) that mostly monetize their own owned-and-operated inventory. CFO Nate Olmstead said there is no change in the data-driven guidance approach but visibility is somewhat more limited than in recent history, and the Q3 outlook assumes no meaningful environmental improvement, so guidance should be read as credible rather than conservative or aggressive.
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 |
|---|---|---|
| SNAP Snap Inc. | 6 | 0%none of 6 questions |
| NFLX Netflix, Inc. | 4 | 0%none of 4 questions |
| RDDT Reddit, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| TTD The Trade Desk, 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 | 0%none of 2 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 3 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Demand5
- Subscriber Growth2
- Competitive Dynamics2
- Innovation & R&D2
- Regulation Policy2
- Macroeconomic2
- Guidance Reliability1
- Cloud & AI1
- Product Launch1
Show all 11 topics
- Capex Investment1