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Analyst
Matt Thornton
Period: Reporting period mapped to calendar 2025 Q1.
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 1with 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 4 companies
SPOTSpotify Technology S.A.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
Do you still expect fourth quarter 2025 gross margin to be up year over year and the high point for 2025?
Show response
Christian confirmed Q4 gross-margin seasonality, full-year 2025 above 2024, and MAU adds in the four-year range without higher marketing intensity.
is there any reason why a free ad-supported streaming TV offering wouldn't work on Spotify Technology S.A.?
Show response
Daniel said structurally a free ad-supported TV offering could work, but framed video around serving existing creators rather than committing to a FAST product.
APPApplovin Corp1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
should we think of those as initiatives that could actually start to contribute in 2025, or should we think of those as more of 2026 type of initiatives?
Show response
Adam framed 2025 as execution year that sets up 2026; both initiatives are in active development.
NFLXNetflix, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Do you think video podcasts could perform well as a category on Netflix?
Show response
Sarandos said the podcast/talk-show line is blurring, Netflix already produces many in-house (Squid Game, Diplomat, You Can't Make This Up), and some video podcasts may find their way onto Netflix.
ROKURoku, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Frndly TV, is that assumed in full year or 2Q guidance or would that be incremental?
Show response
Charlie confirmed Frndly is included in guidance as one of many assumed initiatives.
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 |
|---|---|---|
| SPOT Spotify Technology S.A. | 2 | —Rate withheld: fewer than 3 questions |
| APP Applovin Corp | 1 | —Rate withheld: fewer than 3 questions |
| NFLX Netflix, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| ROKU Roku, 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 Q1 | 5 | 0%none of 5 questions | 4 |
- 2025 Q15 questions · challenge rate 0% (none of 5 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Innovation & R&D2
- Competitive Dynamics1
- Demand1
- M&A1
- Guidance Reliability1
- Margin1
- Subscriber Growth1