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    Aaron Lee • Macquarie Group

    Aaron Lee is a Senior Research Analyst at Macquarie, specializing in financial analysis and equity research with a focus on public equities. He has demonstrated expertise in analyzing and forecasting the performance of companies across various industries, though specific company coverage and performance metrics are not publicly documented. Aaron's career has been centered on research roles within Macquarie, where he delivers in-depth analysis supporting institutional clients, drawing on extensive experience in financial modeling and market evaluation. While detailed credentials such as securities licenses or FINRA registration are not listed, his senior position underscores a strong background in investment research and analytical rigor.

    Aaron Lee's questions to Gambling.com Group Ltd (GAMB) leadership

    Aaron Lee's questions to Gambling.com Group Ltd (GAMB) leadership • Q2 2025

    Question

    Aaron Lee from Macquarie Group inquired about the growth strategy for the subscription business, asking about pricing power, and also requested an update on the RotoWire brand refresh.

    Answer

    Co-Founder and CEO Charles Gillespie identified the sports data services business (OpticOdds) as the most straightforward growth opportunity, driven by strong product-market fit and new sales efforts. For RotoWire, he noted that the brand and product refresh was completed mid-summer, with year-on-year numbers up double digits, but the full impact won't be clear until after the NFL season starts.

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    Aaron Lee's questions to DoubleDown Interactive Co Ltd (DDI) leadership

    Aaron Lee's questions to DoubleDown Interactive Co Ltd (DDI) leadership • Q2 2025

    Question

    Aaron Lee of Macquarie Group inquired about the strategy for balancing growth and profitability for the newly acquired Wow Games and asked for an updated long-term target for the direct-to-consumer (DTC) business, which has already surpassed its 2025 goal.

    Answer

    CFO Joseph Sigrist explained that the Wow Games acquisition is an exciting opportunity to leverage Double Down's expertise in a growing European social casino market. Regarding DTC, Sigrist expressed satisfaction with reaching over 15% of social casino revenue and confirmed that while they expect continued growth through year-end, they are not providing a new specific long-term target at this time.

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    Aaron Lee's questions to DoubleDown Interactive Co Ltd (DDI) leadership • Q1 2025

    Question

    Aaron Lee inquired about current trends in SuperNation's markets, the impact of major sporting events, and the company's M&A strategy, particularly in light of its experience growing SuperNation.

    Answer

    CFO Joseph A. Sigrist explained that SuperNation's growth is driven by a quick ROI on marketing spend in the U.K. and Sweden, allowing for continued investment. He clarified that since the business is entirely iGaming slots, it is not directly impacted by sporting events. Regarding M&A, Sigrist noted that deal flow remains steady across both mobile and iGaming, and the company's success with SuperNation enhances its credibility as a potential acquirer in the iGaming space.

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    Aaron Lee's questions to DoubleDown Interactive Co Ltd (DDI) leadership • Q4 2024

    Question

    Aaron Lee asked for a reflection on the SuperNation acquisition's first year, including successes and surprises, and inquired about the product roadmap for maintaining monetization momentum in the social casino business given tough upcoming comparisons.

    Answer

    CFO Joseph A. Sigrist highlighted that the ROI on SuperNation's user acquisition has significant potential, giving them confidence to increase marketing spend. Executive In Keuk Kim added that the focus is on scaling SuperNation's brands through geo-expansion and leveraging their core strength in improving user LTV. Regarding the product roadmap, Kim detailed plans to combine features like daily missions, card collections, and personalized AI experiences to maintain user engagement and longevity in their core casino games.

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    Aaron Lee's questions to DoubleDown Interactive Co Ltd (DDI) leadership • Q3 2024

    Question

    Aaron Lee from Macquarie Group asked about the timeline for realizing synergies with SuprNation, such as game development and live ops, and inquired about key learnings from recent monetization successes that could be applied in the future.

    Answer

    CFO Joseph A. Sigrist stated that groundwork for SuprNation synergies is underway, with projects initiated and benefits expected to become more evident in 2025. CEO In Keuk Kim added that recent success in monetization stems from refactoring the user experience and introducing engaging meta features, a strategy they will continue to pursue.

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    Aaron Lee's questions to Corsair Gaming Inc (CRSR) leadership

    Aaron Lee's questions to Corsair Gaming Inc (CRSR) leadership • Q2 2025

    Question

    Aaron Lee of Macquarie Group asked for an update on the Fanatec integration, inquiring about the next steps to maintain its strong momentum. He also sought clarification on whether Corsair's tariff outlook includes recently enacted duties and any potential impact from the 'big beautiful bill'.

    Answer

    CEO Thi La outlined a three-phase plan for Fanatec, focusing on infrastructure integration, expanded channel distribution, and a new product roadmap for Q4 2025. CFO Michael Potter and CEO Thi La clarified that their commentary includes recently enacted country-specific tariffs but not the potential, yet undefined, semiconductor tariffs. Potter noted the 'big beautiful bill' would have only a small tax benefit.

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    Aaron Lee's questions to Corsair Gaming Inc (CRSR) leadership • Q1 2025

    Question

    Aaron Lee asked about Corsair's confidence in the hardware refresh cycle driven by new NVIDIA GPUs amidst macro pressures like tariffs and inflation. He also inquired about the company's historical performance in recessions and the specific growth drivers for the peripherals and components segments.

    Answer

    Executive Andrew Paul explained that the hardware refresh cycle has started but its magnitude is contingent on potential tariffs on semiconductors. He expressed a belief that home entertainment, including gaming, tends to be resilient during recessions. Paul attributed the 5% growth in peripherals directly to the Fanatec acquisition and confirmed that the strong components segment growth was due to organic demand constrained by GPU availability, not pull-forward demand ahead of tariffs.

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    Aaron Lee's questions to Corsair Gaming Inc (CRSR) leadership • Q4 2024

    Question

    Aaron Lee asked for an update on the Fanatec acquisition, inquiring about the integration timeline, remaining steps, and growth expectations for 2025. He also questioned how recent partnerships with Activision and Apple have impacted brand awareness and sales volumes.

    Answer

    CEO Andy Paul confirmed the Fanatec integration is largely complete, with the focus shifting to expansion through retail and sim rig builder networks. President and COO Thi La added that the Call of Duty partnership drove significant web traffic and is a valuable multi-year relationship, while the Apple collaboration produced positive holiday season results.

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    Aaron Lee's questions to Corsair Gaming Inc (CRSR) leadership • Q3 2024

    Question

    Aaron Lee asked for a breakdown of the updated guidance, questioning how much of the change was due to Q3 performance versus Q4 expectations, and also requested an update on the Stream Deck marketplace's growth and revenue potential.

    Answer

    CFO Michael Potter explained that the guidance reduction was primarily due to a Q3 shortfall in gross margin from lower-end components, with some conservatism built into Q4. CEO Andy Paul added that the delayed NVIDIA launch created channel apprehension in Q3. Regarding Stream Deck, Paul noted its marketplace has over a million accounts and is driving hardware sales, though direct software revenue remains insignificant for now.

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    Aaron Lee's questions to Playtika Holding Corp (PLTK) leadership

    Aaron Lee's questions to Playtika Holding Corp (PLTK) leadership • Q2 2025

    Question

    Aaron Lee from Macquarie Group inquired about Playtika's appetite for more IP licensing arrangements following the success of Disney Solitaire and asked for details on the development and differentiation strategy for their upcoming new slot game.

    Answer

    President & CFO Craig Abrahams confirmed that Playtika is open to the right IP partnerships for the right categories. CEO Robert Antokol addressed the new slot game, stating that while he could not share many details, it will be a differentiated product that leverages their 15 years of category experience and is expected to help close the gap from recent declines in their organic games.

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    Aaron Lee's questions to Playtika Holding Corp (PLTK) leadership • Q4 2024

    Question

    Aaron Lee from Macquarie asked for details on the performance and user engagement from the recently integrated IGT content, specifically Cleopatra II, and inquired about the future roadmap for rolling out more IGT content.

    Answer

    Craig Abrahams, President and CFO, noted that the IGT content rollout has been limited but that Cleopatra II performed very well in re-engaging players. He expressed excitement for the future roadmap, which includes rolling out more IGT content in Slotomania, Caesars, and House of Fun throughout the rest of the year.

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    Aaron Lee's questions to Playtika Holding Corp (PLTK) leadership • Q3 2024

    Question

    Aaron Lee from Macquarie asked about potential synergies between the newly acquired SuperPlay and existing Playtika titles, and also requested an update on the development and launch strategy for Wooga's upcoming game, 'Claire's Chronicles'.

    Answer

    CEO Robert Antokol stated that synergies are not the immediate focus for the SuperPlay acquisition; the studio will operate independently to achieve its own roadmap. Regarding the new Wooga game, Antokol confirmed it is on track for a launch next year, is currently in beta, and is being developed by a separate team, independent of the strategy for the flagship title 'June's Journey'.

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    Aaron Lee's questions to PLAYSTUDIOS Inc (MYPS) leadership

    Aaron Lee's questions to PLAYSTUDIOS Inc (MYPS) leadership • Q2 2025

    Question

    Aaron Lee asked for clarification on the sweepstakes launch, questioning if technical development was complete and the focus was now on operational optimization. He also inquired about the potential scope of strategic acquisitions in the sweepstakes category, such as whether they would target technology, talent, or user databases.

    Answer

    Andrew Pascal, Co-Founder, Chairman, & CEO, confirmed that the core platform functionality for sweepstakes is in place and the current phase focuses on refining features, content, and marketing economics to ensure a scalable and profitable launch. Jason Hahn, Chief Strategy Officer & Head of IR, added that any potential M&A would be strategic, aimed at accelerating the company's path to becoming a market leader in the category and gaining market share more rapidly.

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    Aaron Lee's questions to PLAYSTUDIOS Inc (MYPS) leadership • Q1 2025

    Question

    Aaron Lee from Macquarie questioned how the playAWARDS externalization strategy works in conjunction with the new sweepstakes business and whether one initiative takes priority. He also asked about the company's strategy for expanding its reward partners into sectors beyond casinos.

    Answer

    CEO Andrew Pascal explained that the playAWARDS loyalty program and the new sweepstakes mechanic are complementary, with the loyalty program amplifying the value proposition of the sweepstakes offering. He added that the company is curating reward partners to align with an 'entertainment and leisure' positioning, actively looking at music festivals, theme parks, and other non-casino destinations based on player demand.

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    Aaron Lee's questions to PLAYSTUDIOS Inc (MYPS) leadership • Q4 2024

    Question

    Aaron Lee asked how PLAYSTUDIOS intends to balance its development requirements following the 'Reinvention plan' which significantly reduced its workforce. He also questioned if the company's M&A parameters, such as target size or genre, have changed with the new corporate structure and focus.

    Answer

    CEO Andrew Pascal responded that the company is managing development by leveraging lower-cost third-party capacity, shifting team composition to more affordable regions like Asia and Europe, and extensively using AI in creative and content creation. Executive Jason Hahn addressed M&A, stating that the core strategy remains consistent, so the criteria for targets have not changed. However, he acknowledged that market pressures and the company's stock value have made it more challenging to win deals, reinforcing their commitment to remaining disciplined.

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    Aaron Lee's questions to PLAYSTUDIOS Inc (MYPS) leadership • Q3 2024

    Question

    Aaron Lee asked about the primary drivers behind the double-digit ARPDAU growth in myVEGAS and Brainium, its sustainability, and for more details on the company's sweepstakes initiatives.

    Answer

    CEO Andrew Pascal explained that Brainium's growth was driven by new ad units, which he expects to continue providing lift. For the social casino portfolio, he attributed the gains to improved conversion and higher average revenue per paying user. Regarding sweepstakes, Pascal detailed the company's plan to build its own system to leverage the large market, using it as a promotional mechanic to reinvigorate its social casino games and drive engagement, confirming a formal team is now developing the technology.

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    Aaron Lee's questions to Inspired Entertainment Inc (INSE) leadership

    Aaron Lee's questions to Inspired Entertainment Inc (INSE) leadership • Q4 2024

    Question

    Aaron Lee, on for Chad Beynon, asked about the company's capital expenditure needs for retail opportunities and the resulting impact on cash flow. He also inquired about growth opportunities and system benefits within the lottery business for 2025.

    Answer

    Executive Brooks Pierce confirmed that CapEx for pub and MSA customer upgrades is planned, budgeted, and expected to be in line with recent years. He then detailed a multi-faceted lottery strategy, highlighting the imminent handover of a new advanced system in the Dominican Republic, an exciting online Virtual Sports launch with the Virginia Lottery in April, and continued development of instant lottery content.

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    Aaron Lee's questions to Golden Entertainment Inc (GDEN) leadership

    Aaron Lee's questions to Golden Entertainment Inc (GDEN) leadership • Q3 2024

    Question

    Aaron Lee from Macquarie Asset Management inquired about the long-term potential for the direct booking mix at the STRAT and the anticipated pace of tavern portfolio expansion in the coming years.

    Answer

    Charles Protell, President and CFO, stated the goal is to reduce the OTA mix from the current 60-65% to an ideal 50% through enhanced direct booking efforts. Blake Sartini, Founder, Chairman and CEO, added that ADRs are up 20% over 2019 levels. Regarding taverns, Protell indicated a shift towards ground-up development, targeting 1-2 new locations next year and 3-4 annually thereafter. Sartini emphasized a focus on '5-star' locations that deliver a 25% cash-on-cash return.

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