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Analyst

Peter Henderson

Bank of America · covers Communication Services

Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
6on tracked calls
Challenge rate
0%none of 6 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 6 of 6 questions from 1 company

LYVLive Nation Entertainment6 questions · 5 reporting periods · 0 of 6 challenging
LYV company page →

Calendar 2026 Q2

how does the early touring pipeline compare with 26 across stadiums, arenas and amps?

DemandRevenue GrowthTranscript · FY2026 Q2 →
Show response

Rapino confirmed a strong 27 setup across all venue types but gave no comparative detail versus 26 and called it still early.

Calendar 2025 Q4

where you're seeing the best momentum -- is it in Europe, LatAm, Asia Pacific, and sort of what's the mix shift implication for margins

Geographic ExpansionMarginTranscript · FY2025 Q4 →
Show response

Rapino noted broad-based international demand across all regions. No specific region singled out as strongest momentum.

when Ticketmaster, venue chooses Ticketmaster today, what are the top 2 or 3 differentiators that are consistently closing the deal

Competitive DynamicsTranscript · FY2025 Q4 →
Show response

Berchtold cited selling more tickets as #1 factor through distribution, marketing, and pricing tools. In US more economics-driven, internationally more software tools.

Calendar 2025 Q2

non-English-speaking artists now representing twice as many of your top 50 tours compared to 2019 and ticket sales tripling

DemandGeographic ExpansionTranscript · FY2025 Q2 →
Show response

Rapino confirmed same margins regardless of artist origin. On-site spending varies by demo (country fans buy more beer, younger demos prefer different offerings).

Calendar 2025 Q1

how do you manage like the proper pricing model, which perhaps in certain instances doesn't mean immediate sellouts

Show response

Rapino detailed 8% decline in average get-in price across stadiums as artists price back-of-house lower and front higher to reduce scalper arbitrage.

Calendar 2024 Q4

are you seeing any trade downs from more affluent cohorts? And what are you seeing sort of from the more value conscious consumer

Show response

Rapino cited club growth and record festival sales as proof of no low-end pullback. Lawn pass was very small and consolidated into Concert Week program.

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.

CompanyQuestionsChallenge rate
LYV Live Nation Entertainment60%none of 6 questions
  • LYV
    Live Nation Entertainment · 6 questions
    0%none of 6 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2024 Q410%none of 1 question1
2025 Q110%none of 1 question1
2025 Q210%none of 1 question1
2025 Q3No questions recorded——
2025 Q420%none of 2 questions1
2026 Q1No questions recorded——
2026 Q210%none of 1 question1
  1. 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  3. 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
  4. 2025 Q3No questions recorded
  5. 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
  6. 2026 Q1No questions recorded
  7. 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Demand4
  • Geographic Expansion2
  • Pricing2
  • Revenue Growth1
  • Margin1
  • Competitive Dynamics1