Ed Alter

Technology

Limited coverage. Only 6 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 '24Q4 '25

Focus Areas6 topics

Revenue Growth3Pricing3Product Launch2Demand2Innovation & R&D1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

6 questions

TTWOTake-Two Interactive3 quarters

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

Revenue GrowthPricingView in transcript →

what is your view on what GTA Online is going to continue to be the current iteration once GTA VI does come out?

Product LaunchDemandView in transcript →

2025 Q3

Would love to just get an update on that title and kind of what his mandate is at the studio

Product LaunchInnovation & R&DView in transcript →

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?

Revenue GrowthCompetitive DynamicsView in transcript →

2024 Q3

How much of that is from kind of direct revenue that was in the ads monetization strategy?

PricingRevenue GrowthView in transcript →

How does -- for an annual title like that, how does higher review scores translate to sales in RCS, in your view?

DemandPricingView in transcript →