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Analyst
Evan Karatzas
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 1 company
NWSNews Corp (Class B)3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
the CapEx step up in the fourth quarter, what's underpinned that and how that should look into FY '26
Show response
Chandrashekar attributed CapEx increase to Dow Jones web redesign and Sky News studios relocation post-Foxtel. Clarified Q4 rate is not a run rate for modeling but investment in PIB and Realtor will continue.
Calendar 2025 Q1
the churn impact from those customers moving to the nonpromotion plans
Show response
Thomson described ongoing learning about price elasticity through dynamic pricing with AI helping identify cohorts with more or less elasticity. Did not provide specific churn metrics.
Calendar 2024 Q4
just give an idea of the margin headwind from the Factiva dispute to help us get, I guess, a more normalized margin
Show response
Chandrashekar quantified Factiva's 300bps+ revenue drag and noted continued cost discipline and focus on subscription monetization should drive further margin upside.
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) | 3 | 0%none of 3 questions |
- NWSNews Corp (Class B) · 3 questions0%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”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 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 |
- 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
Topics
Topics tagged on this analyst’s questions.
- Capex Investment1
- Subscriber Growth1
- Pricing1
- Margin1
- Revenue Growth1