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Analyst
Vikram Kesavabhotla
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 25on tracked calls
- Challenge rate
- 0%none of 25 questions
- Companies
- 4questioned 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 25 of 25 questions from 4 companies
GDDYGoDaddy13 questions · 7 reporting periods · 0 of 13 challenging
Calendar 2026 Q2
it'd be great to hear your perspective on your current competitive position within primary domains
Show response
Aman/Mark answered directly: primary-domain share consistent with prior periods; new domain APIs address the LLM-driven change.
Can you help us understand the magnitude of some of the headwinds coming from those products?
Show response
Gave a high-single-digit A&C bookings outlook but did not precisely quantify the traditional-product headwind.
Calendar 2026 Q1
how do you ensure that you're attracting the right type of customer to the platform? And I think you mentioned in the prepared remarks that customer quality is increasing.
Show response
Aman explained high-intent measurement through channel traffic analysis, activation, and product attach as predictors of renewal. Direct and data-driven.
how should we think about the opportunity for those efficiencies to flow through to EBITDA and free cash flow in the near term versus being reinvested back into the business
Show response
Mark described disciplined return-based framework balancing margin expansion with innovation investment. Aman added software development, Care, applications, and marketing all benefit from AI acceleration.
Calendar 2025 Q4
how would you characterize your visibility into AI costs at this stage? And how should investors think about the impact to your gross and EBITDA margins
Show response
Aman highlighted centralized AI cost management and optimization-focused product design that keeps costs lower than competitors. Confident in maintaining margin targets.
Can you talk more about why you decided to make that change in your go-to-market strategy? And you referenced seeing some improvements in February.
Show response
Aman described three components: new optimized path, the offer, and marketing channels. February improvements noted in optimization. Mark explained bookings impact but limited revenue impact.
Calendar 2025 Q3
how do you think all of this will ultimately impact the importance of domains and websites going forward and the demand for those products?
Show response
Aman framed AI as symbiotic with domains/websites, creating more content and demand. Highlighted ANS as positioning GoDaddy at center of agent infrastructure.
curious if you could offer any thoughts on how we should see that metric progress through the balance of the year and going forward.
Show response
Mark confirmed sequential customer growth while reiterating focus on $500+ cohort driving ARPU, attach, and retention. Direct and strategic.
Calendar 2025 Q2
I'm just wondering if you could talk more about how you're thinking about the time line for bringing these solutions to market across your customer base
Show response
Aman revealed Ask Airo already testing on site with more agentic capabilities layering in over next quarter. Emphasized real task-completing agents, not just recommendations.
Calendar 2025 Q1
You referenced the opportunity there with Agentic AI. Just wondering if you could talk more about your vision for that
Show response
Aman provided detailed vision for agentic AI with personalized AI platform, agents performing jobs across products. Enthusiastic and substantive.
I think you mentioned that that has been delivering ahead of your expectations in Q1. Just wondering if you can elaborate more on, you know, where you're having the most success
Show response
Aman confirmed shift from product lens to customer cohort lens, expanding third-party product bundles. Direct with strategic context.
Calendar 2024 Q4
You talked about focusing this year on presence products and specific customer populations within the hosting business. Just wondering if you could elaborate some more on the strategy there.
Show response
Aman explained the evolution from product-centric to customer cohort-based pricing lens, targeting presence products and hosting cohorts in 2025. Direct and detailed response.
Mark, you reiterated the confidence in returning to customer growth in 2025. Just what are the drivers that you think will help you get there
Show response
Mark explained headwinds from divestitures, deep discount elimination, and migrations are abating. Top of funnel showing solid traffic. Direct response.
NFLXNetflix, Inc.9 questions · 7 reporting periods · 0 of 9 challenging
Calendar 2026 Q2
How are these games performing on the platform so far? And how should we expect the video game offering
Show response
Peters cited FIFA and Unhinged as top debuts, 11x cloud-player growth since October, and 3x kids-game daily player growth.
the World Baseball Classic was a significant driver of sign ups in Japan
Show response
Sarandos said results are consistent with modeling; live events drive disproportionate sign-ups with slightly higher churn.
Calendar 2026 Q1
your primary quality metric for engagement achieved an all-time high in 2025. How is this metric performing so far in 2026?
Show response
Peters confirmed quality metric hit another all-time high in Q1; view hours grew at similar rate to 2025 despite Winter Olympics competition. Declined to detail metric composition.
What informed your decision to raise subscription prices in the United States recently?
Show response
Peters said early signals from price change are in line with expectations and consistent with historical US performance. Neumann added retention improved YoY in every region.
Calendar 2025 Q4
What were your observations from recent live events such as Jake Paul versus Anthony Joshua, and the NFL
Show response
Sarandos said live is still a small share of 200B view hours but outsized on conversation and acquisition; Star Search premieres globally with live voting; WBC in Japan in March.
Calendar 2025 Q3
What were your observations from the Canelo versus Crawford fight in September?
Show response
Sarandos said Canelo-Crawford was the most-viewed men's championship fight of the century with 41M+ live-plus-one viewers; acquisition impact clear, retention early but looks like Paul vs Tyson.
Calendar 2025 Q2
How have advertisers in the U.S. responded to the Netflix Ad Suite rollout since the April launch?
Show response
Peters said Netflix is fully on its own ad stack worldwide; immediate benefit is easier advertiser buying with increased programmatic; roadmap adds targeting, measurement, data and H2 interactivity.
Calendar 2025 Q1
How has the rollout in Canada performed relative to your expectations? And do you have any observations so far
Show response
Peters said Canada and U.S. launches are going to plan; remaining 10 ads markets come in stages; near-term benefit is flexibility for advertisers, longer-term programmatic and targeting.
Calendar 2024 Q4
How do you plan to approach the cadence and magnitude of price increases going forward, particularly
Show response
Peters described the value-then-price philosophy; Sarandos added the 2025 slate strength justifies the asks. Engagement, retention and acquisition are the key signals.
TKOTKO Group Holdings2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
can you talk about your biggest priorities for this business throughout the rest of this year
Show response
Shapiro described Zuffa Boxing as ahead of schedule, focused on signing fighters and expanding cities; Schleimer reminded that the non-consolidated JV carries no funding obligation.
Calendar 2025 Q3
How these first couple of PLEs performed relative to your expectations?
Show response
Khan expressed thrill with start. Highlighted College GameDay panel predicting WWE matches as example of ESPN promotional power. Acknowledged ESPN DTC growth will take time. Shapiro emphasized importance of YouTube TV and other distributor authentication deals.
ROKURoku, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
Could you talk more about how each of those integrations is going so far?
Show response
Anthony said both are going well but declined to break out numbers, a partial answer.
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 |
|---|---|---|
| GDDY GoDaddy | 13 | 0%none of 13 questions |
| NFLX Netflix, Inc. | 9 | 0%none of 9 questions |
| TKO TKO Group Holdings | 2 | —Rate withheld: fewer than 3 questions |
| ROKU Roku, Inc. | 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 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 4 | 0%none of 4 questions | 3 |
| 2025 Q4 | 4 | 0%none of 4 questions | 3 |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
| 2026 Q2 | 5 | 0%none of 5 questions | 3 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q34 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q25 questions · challenge rate 0% (none of 5 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Subscriber Growth11
- Cloud & AI8
- Demand8
- Product Launch7
- Revenue Growth6
- Innovation & R&D5
- Pricing5
- Competitive Dynamics4
- Margin2
- Cost Pressure2
Show all 11 topics
- Geographic Expansion1