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Analyst
Entcho Raykovski
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 11%1 of 9 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 8with 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 9 of 9 questions from 1 company
NWSNews Corp (Class B)9 questions · 8 reporting periods · 1 of 9 challenging
Calendar 2026 Q2
Dow Jones and News Media, can you provide some color around the margin profile of those deals?
Show response
Robert would not detail confidential terms; Lavanya attributed Dow Jones margin strength to the growing B2B mix and disciplined cost management.
Calendar 2026 Q1
are you able to talk about the broad quantum of additional revenue from partnerships with AI platforms that you could receive
Show response
Thomson declined to share specific deal economics but confirmed both Meta and OpenAI agreements are more than purely transactional. Noted advanced negotiations with several companies and described deals as 'propitious times for our IP.' Referenced Bloomberg buying Dow Jones AI rights and $1.5 billion Anthropic settlement.
Calendar 2025 Q4
whether you're comfortable around the investment into Dow Jones, which is required, including to deal with any AI threat
Show response
Thomson expressed high confidence in Dow Jones trajectory this and next quarter, noting unique contemporary content vs retrospective AI sets. Chandrashekar noted Dow Jones CapEx specifically will be modestly down this year.
Calendar 2025 Q3
I'm just curious on whether you've seen any revenues in the PR and communications category in the quarter
Show response
Thomson confirmed Factiva up 9% and noted overall strong PIB performance. Chandrashekar added settlement proceeds were very modest but new customers and GenAI search driving growth.
Calendar 2025 Q2
do you expect the second half trajectory can continue into fiscal '26? And what do you expect will drive this
Show response
Thomson emphasized PIB now 39% of revenues and ~50% of profit with no reason to expect growth decline. Chandrashekar noted H2 cost growth was mid-single digits while margins continued expanding.
Calendar 2025 Q1
the 200 basis point impact on PIB from the Factiva dispute. Do you mind just to clarify, do you expect a similar impact
Show response
Chandrashekar confirmed Factiva impact would reduce in Q4 as they lap it. Thomson noted PIB revenues now 39% of total and a majority of profit with expanding share driving margins higher.
Calendar 2024 Q4
the expected use of the proceeds from the Foxtel sale. I appreciate the transaction is yet to close
Show response
Thomson highlighted the $1 billion buyback provision already underway, dividend payments, and investment grade upgrades from both Moody's and S&P Global providing optionality.
Calendar 2024 Q3
advertising at Dow Jones, it has suffered and it's underperformed some peers
Show response
Thomson attributed softness to election-period apprehension among advertisers and softness in finance and tech categories. Guided to improvement in current quarter.
the Foxtel shareholder loans, I think I say that there has been a more recent repayment
Show response
Panuccio provided the specific loan balance of AUD 545 million directly.
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) | 9 | 11%1 of 9 questions |
- NWSNews Corp (Class B) · 9 questions11%1 of 9 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 | 50%1 of 2 questions | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 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 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 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 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Cloud & AI3
- Margin3
- Capital Allocation2
- Capex Investment1
- Demand1