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Analyst
Kane Hannan
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q3 (5 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with 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 5 of 5 questions from 1 company
NWSNews Corp (Class B)5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2025 Q3
is there anything you can see or anything we should be thinking about that I suppose stops that business doing double-digit revenue growth
Show response
Thomson highlighted focused investment in growth areas and holistic housing experience. Expressed confidence value will be increasingly obvious as housing market gathers momentum.
Calendar 2025 Q2
where you think adjacencies could get to over time relative to that 24%
Show response
Thomson highlighted adjacency revenues grew ~40% for the year and expects continued growth. Real estate margin improved to 32.6% from 30.1%. Chandrashekar confirmed continued investment including Zenlist integration.
Calendar 2025 Q1
how we think about the rate of investment going into the fourth quarter. It did pick up a little bit this quarter
Show response
Thomson noted no particular startling increase in investment, cited Dragonfly/Oxford Analytica acquisition costs, and expressed confidence in continued double-digit growth at Risk and Compliance and Energy.
Calendar 2024 Q4
Dow Jones earnings growth accelerating in the second half despite the expectations for more OpEx growth in the second half
Show response
Thomson cited two drivers: improving digital circulation ARPU from dynamic pricing and continued PIB expansion. Chandrashekar added seasonality with more additions in H2.
Calendar 2024 Q3
how much of that 250 basis points expansion is the title performance and the back book contribution versus maybe more of the digital contribution
Show response
Thomson pointed to strong digital trends and noted no reason to suggest those trends would suddenly wane, implying sustainability of margin improvement.
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) | 5 | 0%none of 5 questions |
- NWSNews Corp (Class B) · 5 questions0%none of 5 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 | 1 | 0%none of 1 question | 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 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 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
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Margin2
- Macroeconomic1
- Demand1
- Capex Investment1