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.

David Fabris (Macquarie) — Tellvest

Analysts/David Fabris

David Fabris

Macquarie

Communication Services

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 '25Q1 '26

Focus Areas5 topics

Margin2Cost Pressure1M&A1Capital Allocation1Demand1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

NWSNews Corp (Class B)3 quarters

2026 Q1

how we should think about the earnings profile for the News Media segment. Are you able to talk about the start-up costs from the California Post or the impact from the News U.K. in the quarter

MarginCost PressureView in transcript →

2025 Q4

can you just remind us of your M&A strategy and maybe talk to areas of interest or what could be complementary to News Corp

M&ACapital AllocationView in transcript →

2025 Q3

revenues returned to growth modestly, and there's been a big improvement in EBITDA. How should we be thinking about the trajectory

MarginDemandView in transcript →