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Macquarie — Tellvest
Firms
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Macquarie
Macquarie
Consumer Cyclical (45)
Financial Services (12)
Communication Services (3)
Basic Materials (2)
Real Estate (2)
Technology (2)
7
Analysts
14
Companies
66
Questions
Trends
up to 8 quarters
Questions per Quarter
1
Q3'24: 1
Q3'24
10
Q4'24: 10
9
Q1'25: 9
Q1'25
7
Q2'25: 7
10
Q3'25: 10
Q3'25
9
Q4'25: 9
11
Q1'26: 11
Q1'26
9
Q2'26: 9
Q2'26
Questions
Challenging
Active Analysts
1
Q3'24: 1
Q3'24
2
Q4'24: 2
4
Q1'25: 4
Q1'25
3
Q2'25: 3
4
Q3'25: 4
Q3'25
5
Q4'25: 5
4
Q1'26: 4
Q1'26
4
Q2'26: 4
Q2'26
Companies Covered
1
Q3'24: 1
Q3'24
6
Q4'24: 6
7
Q1'25: 7
Q1'25
4
Q2'25: 4
7
Q3'25: 7
Q3'25
7
Q4'25: 7
7
Q1'26: 7
Q1'26
7
Q2'26: 7
Q2'26
Analysts
7
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Chad Beynon
DKNG
HLT
LVS
MAR
MGM
+2
39
—
Focus Areas
22 topics
Demand
21
Competitive Dynamics
12
Capital Allocation
11
Margin
9
Cloud & AI
9
Geographic Expansion
9
Capex Investment
7
M&A
6
Revenue Growth
6
Innovation & R&D
5
Macroeconomic
4
Company Coverage
14 companies
MGM
MGM Resorts
12q
RIOT
Riot Platforms, Inc.
11q
WYNN
Wynn Resorts
11q
LVS
Las Vegas Sands
9q
AMCR
Amcor
8q
NWS
News Corp (Class B)
3q
NEM
Newmont
2q
Paul Golding
MA
RIOT
12
—
John Purtell
AMCR
8
—
David Fabris
NWS
3
—
Aaron Lee
APP
RBLX
2
—
Andy Bowler
NEM
1
—
Adam Baker
NEM
1
—
Chad Beynon
7 companies
39
Questions
Paul Golding
2 companies
12
Questions
John Purtell
1 company
8
Questions
David Fabris
1 company
3
Questions
Aaron Lee
2 companies
2
Questions
Andy Bowler
1 company
1
Questions
Adam Baker
1 company
1
Questions
Pricing
4
Regulation Policy
4
Cost Pressure
3
Trade Tariffs
3
Supply Chain
1
Guidance Reliability
1
Product Launch
1
Inventory
1
Credit
1
Subscriber Growth
1
Fx
1
VICI
Vici Properties
2q
HLT
Hilton Worldwide
2q
MAR
Marriott International
2q
APP
Applovin Corp
1q
RBLX
Roblox Corporation
1q
DKNG
DraftKings Inc.
1q
MA
Mastercard
1q