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Analyst
Ryan Sigdahl
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters; questions recorded in 2).
- Questions
- 2on tracked calls
- Challenge rate
- 50%1 of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 2 of 2 questions from 1 company
DKNGDraftKings Inc.2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q1
curious how you think about kind of the adjacent and long tail of products you offer in the market
Show response
Robins said products like Pick6 grow efficiently without material spend, and the company continually evaluates and prunes (e.g., Reignmakers) to maximize value.
Calendar 2025 Q2
I want to focus on Illinois wager tax. You guys are passing that along as are FanDuel, Fanatics, some of your main peers and competitors.
Show response
Robins called the per-wager tax unprecedented, said DraftKings chose a pass-through to preserve low-dollar bets, and expects some non-zero impact.
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 |
|---|---|---|
| DKNG DraftKings Inc. | 2 | —Rate withheld: fewer than 3 questions |
- DKNGDraftKings Inc. · 2 questions—rate withheld: under 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 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch1
- Capital Allocation1
- Regulation Policy1
- Competitive Dynamics1