Vikram Kasturi

Communication Services

Limited coverage. Only 7 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas8 topics

Subscriber Growth3Innovation & R&D3Demand3Revenue Growth3Pricing2Product Launch2Cloud & AI2Competitive Dynamics1

Trends6 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History7 questions

NFLXNetflix, Inc.6 quarters

2026 Q1

your primary quality metric for engagement achieved an all-time high in 2025. How is this metric performing so far in 2026?

Subscriber GrowthInnovation & R&DView in transcript →

What informed your decision to raise subscription prices in the United States recently?

PricingSubscriber GrowthView in transcript →

2025 Q4

What were your observations from recent live events such as Jake Paul versus Anthony Joshua, and the NFL

Product LaunchDemandCompetitive DynamicsView in transcript →

2025 Q3

What were your observations from the Canelo versus Crawford fight in September?

Product LaunchDemandSubscriber GrowthView in transcript →

2025 Q2

How have advertisers in the U.S. responded to the Netflix Ad Suite rollout since the April launch?

Cloud & AIInnovation & R&DRevenue GrowthView in transcript →

2025 Q1

How has the rollout in Canada performed relative to your expectations? And do you have any observations so far

Cloud & AIInnovation & R&DRevenue GrowthView in transcript →

2024 Q4

How do you plan to approach the cadence and magnitude of price increases going forward, particularly

PricingDemandRevenue GrowthView in transcript →