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Analyst
Ian Moore
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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.
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 2 companies
LYVLive Nation Entertainment2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
where do you see secondary share of fee-bearing GTV going as those changes play out? Is it high singles or mid singles
Show response
Berchtold said secondary will gradually decline into single digits over several years. Views it as a feature, not standalone product. Primary ticketing will win long-term.
Calendar 2025 Q3
if you could stratify the growth that you're seeing a little bit across different venue types and then front of the house, back of the house
Show response
Rapino confirmed growth targets met with year-over-year growth across on-site, food and beverage, VIP, hospitality, and premium. No specific venue-type breakout.
DKNGDraftKings Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
The 800 to 1,000 basis point surge you guys had in NFL and NBA parlay mix is a really massive number.
Show response
Robins credited product features (stacks) and the parlay-designed Ghost Leg promotion, and cited overseas parlay penetration as the long-term headroom.
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 |
|---|---|---|
| LYV Live Nation Entertainment | 2 | —Rate withheld: fewer than 3 questions |
| DKNG DraftKings Inc. | 1 | —Rate withheld: fewer than 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 |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Competitive Dynamics1
- Margin1
- Product Launch1
- Pricing1