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Analyst
David Joyce
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 15on tracked calls
- Challenge rate
- 7%1 of 15 questions
- Companies
- 6questioned 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 15 of 15 questions from 6 companies
NWSNews Corp (Class B)7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
What would you attribute such strong physical and digital growth towards? Obviously, you do have some new titles coming out
Show response
Robert credited HarperCollins' talent for spotting and cultivating authors and rapid audiobook growth via Spotify and Audible.
Calendar 2026 Q1
Are there areas that your clients are asking for more products that you can develop internally organically or where you might have opportunities to do some more tuck-ins
Show response
Thomson confirmed product extensions are possible and the team is constantly reevaluating the portfolio. Chandrashekar cited $3.7 billion R&C market growing 11-13%, with opportunities both organically (international expansion, financial institutions) and inorganically (Dragonfly and Oxford Analytica integration).
Calendar 2025 Q4
where else would you be allocating to drive returns? How would you prioritize
Show response
Thomson reiterated focus on three core pillars and confirmed cash will be allocated accordingly without providing specific CapEx breakdowns.
Calendar 2025 Q3
what could be some further tailwinds to growth there? Specifically, I was wondering if some of the services could be maybe mandated
Show response
Thomson expressed confidence in continued growth citing company demand to minimize risk and maximize compliance, plus Know Your Client regulations being enforced globally.
Calendar 2025 Q2
You had really strong growth in The Wall Street Journal subscriptions, both digital and total. What would you attribute that
Show response
Thomson attributed growth to unique excellence of WSJ content. Chandrashekar highlighted new LSEG enterprise partnership providing higher margin subs with lower acquisition costs and churn.
Calendar 2025 Q1
how you're prioritizing the strategy going forward for capital allocation
Show response
Thomson highlighted three core pillars as M&A focus, cited AUD 592 million in Foxtel loan repayment, 32% share price increase over past year, and 70% of free cash flow returned to investors.
Calendar 2024 Q4
the timing of when we would be lapping the price increases, Dow Jones on the consumer and professional services side
Show response
Thomson pointed to PIB's growing share of revenue driving margin expansion and the value of HarperCollins backlist. Did not provide specific timing on lapping price increases.
NFLXNetflix, Inc.3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
your second season viewing of series is dropping and therefore affecting engagement growth
Show response
Sarandos pushed back, stating Season 2 fall-off is slightly improved year over year and no release-strategy changes are planned.
Calendar 2025 Q3
Should potential industry consolidation with embedded studio and streaming assets lead to less third-party
Show response
Sarandos said originals drive the business; Netflix is not dependent on any single supplier and ebbs/flows in third-party content are nothing new; licensing to Netflix has built value for IP owners.
Calendar 2025 Q1
what can you do for discovery to help drive further engagement with the platform? Is there anything further
Show response
Peters said top titles drive under 1% of viewing so recommendations matter; a simpler TV homepage (first structural change in a decade) plus generative interactive search roll out this year.
ROKURoku, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
what could that do to the cadence of the advertising gross margin?
Show response
Dan directly explained DSP integrations affect impression volume, not margin, which depends on fulfillment.
Calendar 2025 Q2
how are you managing the volume of ads out there to keep the inventory scarce and maintain the price
Show response
Charlie directly explained pricing flexibility across the demand curve and no upfront deflation.
LYVLive Nation Entertainment1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
any updates you can provide on the secondary ticketing market. What have the volumes been trending like in this environment
Show response
Berchtold described secondary as a feature not a standalone business. Low-teens percentage of GTV. Would love to see it decline as primary pricing improves.
SKYDSkydance Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
are you able to roll out the combination with your streaming services as a bundle with any more distributors
Show response
Asked about affiliate renewals and bundling streaming with distributors; Gordon said distributors want the streaming credentials and renewals are progressing well.
WBDWarner Bros. Discovery1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
how are you contemplating -- addressing marketers' desire to advertise across platforms
Show response
Gunnar confirmed ad sales will continue as combined go-to-market after separation to preserve synergies. Upfront prices up across all categories.
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 |
|---|---|---|
| NWS News Corp (Class B) | 7 | 0%none of 7 questions |
| NFLX Netflix, Inc. | 3 | 33%1 of 3 questions |
| ROKU Roku, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| LYV Live Nation Entertainment | 1 | —Rate withheld: fewer than 3 questions |
| SKYD Skydance Corporation | 1 | —Rate withheld: fewer than 3 questions |
| WBD Warner Bros. Discovery | 1 | —Rate withheld: fewer than 3 questions |
- NWSNews Corp (Class B) · 7 questions0%none of 7 questions
- NFLXNetflix, Inc. · 3 questions33%1 of 3 questions
- ROKURoku, Inc. · 2 questions—rate withheld: under 3 questions
- LYVLive Nation Entertainment · 1 question—rate withheld: under 3 questions
- SKYDSkydance Corporation · 1 question—rate withheld: under 3 questions
- WBDWarner Bros. Discovery · 1 question—rate withheld: under 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 3 | 0%none of 3 questions | 3 |
| 2025 Q2 | 3 | 0%none of 3 questions | 3 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 3 | 33%1 of 3 questions | 3 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 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 Q23 questions · challenge rate 33% (1 of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Competitive Dynamics6
- Demand4
- M&A3
- Capital Allocation3
- Pricing2
- Product Launch1
- Capex Investment1
- Regulation Policy1
- Margin1
Show all 13 topics
- Subscriber Growth1
- Innovation & R&D1
- Cloud & AI1