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Analyst

Eric Wold

Texas Capital Securities · covers Communication Services

Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q3 (2 quarters).

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
3on tracked calls
Challenge rate
0%none of 3 questionsLimited sample
Companies
1questioned at least once
Reporting periods
2with 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. See how we grade analysts on earnings-call questions.

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 3 of 3 questions from 1 company

AMCAMC Entertainment Holdings, Inc.3 questions · 2 reporting periods · 0 of 3 challenging
AMC company page →

Calendar 2025 Q3

have you been pushing up baseline ticket prices kind of across the board?

PricingDemandMarginTranscript · FY2025 Q3 →
Show response

Adam detailed past pricing actions (across-the-board increases taken before Q3, premium formats, A-List and expanded discount Tuesday/Wednesday programs) but explicitly declined to signal forward pricing to avoid tipping competitors.

Calendar 2025 Q2

So I guess you're comfortable raising prices on tickets kind of in this macro environment.

Show response

Adam Aron directly addressed pricing power, citing no pushback on weekend hikes and premium-format upcharges, plus multi-pronged F&B initiatives to lift incidence and units per guest.

Reports out recently that you may now be cutting that back already. I guess any comments there that is true

MarginCompetitive DynamicsTranscript · FY2025 Q2 →
Show response

Adam clarified the NCM ad agreement is intact and multi-year; the trims are to AMC's own marketing filler and trailer count to keep overall preshow length balanced.

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.

CompanyQuestionsChallenge rate
AMC AMC Entertainment Holdings, Inc.30%none of 3 questions
  • AMC
    AMC Entertainment Holdings, Inc. · 3 questions
    0%none of 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q220%none of 2 questions1
2025 Q310%none of 1 question1
  1. 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
  2. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Pricing2
  • Demand2
  • Margin2
  • Competitive Dynamics1