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Analyst
Laura Martin
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 50%5 of 10 questions
- Companies
- 4questioned 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 10 of 10 questions from 4 companies
ROKURoku, Inc.6 questions · 6 reporting periods · 5 of 6 challenging
Calendar 2026 Q1
device revenue is down 16% with a negative 14% margin. Does it matter whether that is sticks
Show response
Dan directly attributed the device weakness to ASP pressure and memory costs, not lost volume.
Calendar 2025 Q4
How do you think from a judgment point of view of balancing and driving engagement
Show response
Anthony said Roku experiments with short-form but remains focused on long-form, a partial answer.
Calendar 2025 Q3
Do you have any updated feeling about licensing your best-in-class data to the LLM
Show response
Anthony acknowledged LLM data monetization is under consideration but not yet pursued.
Calendar 2025 Q2
at what point do you think Roku can do more good as part of something larger than going stand-alone?
Show response
Anthony deflected the strategic-alternatives question, emphasizing standalone focus.
Calendar 2025 Q1
I would like you to tell us why you think the virtual MVPD market is a transitory market and not going to zero.
Show response
Anthony reframed Frndly as popular linear channels rather than directly defending the vMVPD market thesis.
Calendar 2024 Q4
I thought it was interesting that political was 6% of your fourth quarter revenue and Trade Desk said it was 5% of theirs.
Show response
Charlie affirmed a secular CTV shift but did not quantify the local-TV conversion, a partial answer.
DISThe Walt Disney Company2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
are the ROICs on the early years CapEx higher than the later years? That is, are there declining returns
Show response
Hugh said ROIC in Experiences has increased over time and returns should not deteriorate; project timing is driven by operational needs and shipyard capacity, not by front-loading the best returns.
Calendar 2026 Q1
Where is Disney integrating generative AI to lower costs and/or accelerate revenue growth today? And what's on the road map
Show response
Josh and Hugh outlined AI applications across content production efficiency, hyper-personalized recommendation engines, dynamic ad targeting, trip planning, and precision labor demand forecasting at parks.
RDDTReddit, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
both of the deals you guys have are with proprietary large language models, Google and OpenAI. My question is, are you using these open models
Show response
Steve said open-source models are used broadly and don't threaten licensing, which sells ongoing up-to-date data access.
SKYDSkydance Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what is the average burn rate, including ticking fees, commitments, and any other costs
Show response
Asked the incremental carry cost if the WBD close slips; Cinelli quantified bridge fees and the $0.25 per share per quarter ticking fee.
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 |
|---|---|---|
| ROKU Roku, Inc. | 6 | 83%5 of 6 questions |
| DIS The Walt Disney Company | 2 | —Rate withheld: fewer than 3 questions |
| RDDT Reddit, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| SKYD Skydance Corporation | 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 | 1 | 100%1 of 1 question | 1 |
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
| 2026 Q1 | 2 | 50%1 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 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 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.
- Capital Allocation4
- Competitive Dynamics4
- Cloud & AI2
- Cost Pressure2
- M&A2
- Capex Investment1
- Margin1
- Demand1
- Innovation & R&D1
- Subscriber Growth1
Show all 11 topics
- Revenue Growth1