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Analyst
Ed Alter
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q4 (6 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with 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 6 of 6 questions from 1 company
TTWOTake-Two Interactive6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2025 Q4
I wanted to dig into what's going so right there and where kind of the opportunity for continued growth in the mobile advertising space is for you guys
Show response
Strauss explained TTWO selectively added ad units across the portfolio post-Zynga acquisition, with Zynga being smart about monetization. Strategy aims to monetize the bulk of users, noting fewer than 20% pay directly.
what is your view on what GTA Online is going to continue to be the current iteration once GTA VI does come out?
Show response
Strauss deferred to Rockstar on specifics but expressed confidence GTA Online will continue to be supported, citing the great community and demonstrated engagement from the Safe House update.
Calendar 2025 Q3
Would love to just get an update on that title and kind of what his mandate is at the studio
Show response
Karl highlighted Rod Fergusson's history with BioShock Infinite, Gears of War, and Diablo. Confirmed organizational changes at Cloud Chamber and the game being on a great track to exceed consumer expectations.
Can you talk about what's going right there? Is that Color Block Jam? Or is there a broader Rollic portfolio just performing across the board?
Show response
Lainie confirmed ad revenue growth is broad-based across the entire mobile business, with Rollic being the primary driver of higher ad revenue.
Calendar 2024 Q3
How much of that is from kind of direct revenue that was in the ads monetization strategy?
Show response
Karl noted hypercasual is shifting from pure ad revenue toward in-app purchases, with Screw Jam as a prime example of the blended model.
How does -- for an annual title like that, how does higher review scores translate to sales in RCS, in your view?
Show response
Karl explained higher quality drives engagement which drives monetization, while noting Gen 8-to-Gen 9 transition still creates unit sale headwinds.
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 |
|---|---|---|
| TTWO Take-Two Interactive | 6 | 0%none of 6 questions |
- TTWOTake-Two Interactive · 6 questions0%none of 6 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 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q4No questions recorded
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Pricing3
- Product Launch2
- Demand2
- Innovation & R&D1
- Competitive Dynamics1