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Analyst
Joe Stauff
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 17on tracked calls
- Challenge rate
- 0%none of 17 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with 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 17 of 17 questions from 3 companies
LVSLas Vegas Sands10 questions · 7 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
I was wondering if you could possibly size the World Cup impact in July relative to what you saw in June?
Show response
Management declined to size the July impact, noting the tournament only ended days before the call.
Calendar 2026 Q1
the volatility associated with this, is it visitations and what those visitations will do in terms of volume
Show response
Patrick confirmed VIP volume depends on visitation of highest-value patrons who are attracted by the total experience, suites, food, entertainment, retail.
Calendar 2025 Q4
could you -- just curious as to why you think that? Is that just a function of you're seeing some of the right KPIs inflecting
Show response
Grant said Q4 evidence shows stability in promotional levels after catching up with the market since May, with higher market share and patronage across all segments.
Calendar 2025 Q3
are you 6 months? Are you 9 months behind kind of the process that you went through with the rolling tables
Show response
Patrick clarified smart tables are deployed on some mass games but not all due to game diversity beyond baccarat. Rolling was prioritized due to higher volatility.
the things that you learned that surprised you? And then as we think about the opportunity set going forward
Show response
Patrick described a 5-year deliberate strategy of physical/human capital investment, service redesign, and geographic marketing expansion. Capacity constraints will eventually require IR2.
Calendar 2025 Q2
can I ask about just sort of mass gaming revenue and how strong it was? Is that simply a function of better hold? Is it increased visitation
Show response
Rob acknowledged difficulty parsing the components but highlighted premium mass as a major driver within the mass number, noting these are very high-end non-rollers.
Formula 1 is pushed in the fourth quarter in Singapore this year versus September last. What's the right way to think about whether or not the rest of the building can absorb that normal activity
Show response
Patrick said F1 timing doesn't matter materially, the building accommodates customers well regardless of when the event falls in the calendar.
Calendar 2025 Q1
are you still on time to finish roughly in June? And what -- just taking inventory of what are the big items still that need to be completed
Show response
Patrick confirmed Tower 3 rooms are complete, with remaining work limited to public spaces including the lobby and SkyPark over the next 6-9 months.
is there any way to assess, I guess, the level of consumer adoption, especially for the mass customer for prop bets
Show response
Rob explained that mass customers tend toward side bets like lottery players, while high-end VIP tend to be flat bettors, but behavior is unpredictable across segments.
Calendar 2024 Q4
where are you seeing the say the biggest early returns from your investments thus far. I'm wondering if it's more heavily weighted towards a particular metric
Show response
Patrick described broad-based returns across gaming, retail, and non-gaming amenities, emphasizing the holistic nature of the investment thesis.
DKNGDraftKings Inc.6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
What do you think are the most relevant product upgrades you think will be material?
Show response
Robins highlighted combos (~20% of volume), DKeX, the FCM license, plus Moonshot (OSB) and Flex Spins/Lightning Link (iGaming) ahead of NFL.
Calendar 2026 Q1
I was wondering if you could talk about your World Cup expectations.
Show response
Robins expects the World Cup to be huge for acquisition (especially in new Predictions states and via the Spanish-language app) more than revenue.
Calendar 2025 Q3
just wondering if, to the extent you could help us kind of fill in whether or not the legislators are aware of this
Show response
Robins said legislators are aware and that predictions growth pressures states toward legalizing sports betting and against tax increases.
Calendar 2025 Q2
Wondering if you could talk about your approach for customer acquisition in the third quarter.
Show response
Robins expects more efficient acquisition on more mature states while gearing up for the Q4 Missouri launch; New York is now Jackpocket's biggest state.
Calendar 2025 Q1
just wondering when you felt as though--like, you’ve got the live product at a point now where you can really start to accelerate
Show response
Robins said Q1 was the first quarter the live-side impact materialized as planned, accelerating into Q2 with MLB live up 36%.
Calendar 2024 Q4
your summary views on the state budget process thus far in terms of new markets, potential new markets
Show response
Robins expected a better legalization year than the election-distorted prior year and noted rising lawmaker awareness of the illegal market.
WYNNWynn Resorts1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
whether or not you are seeing any impact from, say, the new hotel product recently launched from some of your competitors?
Show response
Management acknowledged incremental competitor product but emphasized running full occupancy, strong market share, tip-top asset condition, and best service levels in market.
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 |
|---|---|---|
| LVS Las Vegas Sands | 10 | 0%none of 10 questions |
| DKNG DraftKings Inc. | 6 | 0%none of 6 questions |
| WYNN Wynn Resorts | 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 4 | 0%none of 4 questions | 3 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand8
- Revenue Growth4
- Innovation & R&D3
- Product Launch2
- Competitive Dynamics2
- Margin2
- Regulation Policy2
- Capex Investment2
- Geographic Expansion1
- M&A1