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Analyst
Thomas Yeh
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 2).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
FOXFox Corporation (Class B)3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
Can you just help unpack which categories you're seeing particular strength in? Or are these new categories like the prediction market one
Show response
Eight of top 10 national categories significantly up led by financial/insurance. 94% of national ad sales from sports, news, and streaming. Fox ad revenue CAGR of 8% over 4-5 years versus peer set down 4% CAGR. Fox News Media achieved highest H1 ad revenue in history.
Calendar 2024 Q4
Can you dimensionalize the investment needs that you see ahead? Should we think about the incremental investment as largely content-related
Show response
Murdoch said Tubi investment reduced this year as business scales, on track for breakeven or profitability per business plan.
any update on the progress you've made on the various states requiring sports betting licensing just a time line coming into shape
Show response
Licensing progressing across 26 states with no significant hurdles expected. FanDuel option is in the money by over $2.8 billion.
DISThe Walt Disney Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Are you seeing the uptake coming through maybe less on the bundled side versus the authenticated
Show response
Iger cited four growth components: content, technology, unified app, and new features (vertical video, Sora content). Hulu full integration into Disney+ expected by end of calendar year. Bundled subscribers churn less.
OMCOmnicom Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Just to put a finer point on that, that also excludes the incoming assets in terms of IPG? Or is it pro forma for both of them
Show response
John confirmed calculation includes 12 months Omnicom plus 1 month IPG, excluding the $2.5B in planned dispositions. Phil identified media, precision marketing, commerce, data, healthcare, and the platform organization as key growth investment areas.
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 |
|---|---|---|
| FOX Fox Corporation (Class B) | 3 | 0%none of 3 questions |
| DIS The Walt Disney Company | 1 | —Rate withheld: fewer than 3 questions |
| OMC Omnicom Group | 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 | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 3 | 0%none of 3 questions | 3 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- M&A2
- Demand1
- Pricing1
- Subscriber Growth1
- Product Launch1
- Revenue Growth1
- Margin1
- Capex Investment1
- Regulation Policy1