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Analyst
Ryan Gravett
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned 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 8 of 8 questions from 1 company
TKOTKO Group Holdings8 questions · 7 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
curious how you see the opportunity on translating some of the onetime uplift you saw on the partnership revenue side
Show response
Schleimer reaffirmed the ~$30M Freedom 250 loss came in as planned, said multiyear partner deals extend into 2027-2028, and pointed to FCF conversion above 60% normalized with step-up potential.
Calendar 2026 Q1
how should we think about the opportunity for growth at that property and the level of EBITDA contribution that it could drive
Show response
Schleimer confirmed corporate segment revenue up 36% driven partly by PBR, described it as high-margin growth analogous to WWE and UFC.
I'm just wondering if your thoughts around leverage have changed at all now that you have all the media rights deals locked in to the end of the decade
Show response
Schleimer stated net leverage at 2.3x, comfortable going higher given natural deleveraging from growth. At guidance midpoint, will be well below 2x assuming no incremental debt.
Calendar 2025 Q4
I just want to confirm if you think underlying gate revenues can continue to grow in 2026 at the WWE
Show response
Shapiro cited continued ticket yield growth and FIP momentum. Referenced hockey gold medal viewership records as evidence of sports demand strength. Sees uptick not slowdown. WWE live events still have pricing elasticity with convergence toward UFC success levels.
Calendar 2025 Q3
how that has impacted your conversations with current and potential new sponsors since the deal was announced
Show response
Schleimer noted sponsors excited about broader accessibility. Drew parallel to ESPN+ launch growing from 2-3M to 20M+ subs. Paramount has 75M+ global subs from day 1 vs ESPN+ starting at 3M. Shapiro noted flipping from outbound to inbound sponsor conversations.
Calendar 2025 Q2
I was wondering if you could provide more of an update on how the boxing initiative is progressing
Show response
Shapiro described boxing as unequivocal fourth tentpole sports asset. JV management fee ~$10M plus ~$10M net per super fight. Zuffa Boxing media rights in home stretch of negotiations. Epstein outlined Muhammad Ali Boxing Revival Act progress with bipartisan support.
Calendar 2025 Q1
Mark, curious what you see as the the biggest opportunity here in terms of improving monetization and and integration with the WWE
Show response
Shapiro excited about AAA wrestling in Mexico. Khan detailed Latino viewership spike from Mexican wrestlers. Schleimer noted short-term financial impact not meaningful but strategic opportunity to increase media rights, live events, partnerships and consumer products.
Calendar 2024 Q4
wondering if some of those timing-related headwinds should start to reverse and any update on the opportunity here for additional programming
Show response
Schleimer confirmed timing issue will normalize. Khan noted Netflix appetite for more WWE content including behind-the-scenes show launching later this year.
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 |
|---|---|---|
| TKO TKO Group Holdings | 8 | 0%none of 8 questions |
- TKOTKO Group Holdings · 8 questions0%none of 8 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 | 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 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 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
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Capital Allocation2
- Margin1
- Demand1
- Subscriber Growth1
- Innovation & R&D1
- M&A1
- Geographic Expansion1
- Product Launch1