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    Alan Gould • Loop Capital

    Alan Gould's questions to Nexstar Media Group Inc (NXST) leadership

    Alan Gould's questions to Nexstar Media Group Inc (NXST) leadership • Q2 2025

    Question

    Alan Gould from Loop Capital Markets questioned the current trends in digital advertising and asked about any surprises from the FCC's refresh proceeding comment letters and the subsequent procedural steps.

    Answer

    EVP & CFO Lee Ann Gliha noted that digital advertising continues to be a growth area, up mid-single digits. Chairman & CEO Perry A. Sook stated there were no surprises in the FCC filings, with parties predictably arguing their positions. He outlined the next step as the reply comment deadline on August 22, after which the matter is with the commission.

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    Alan Gould's questions to Nexstar Media Group Inc (NXST) leadership • Q1 2025

    Question

    Alan Gould asked about the status of repricing The CW's affiliate fees and the difference in advertising demand across sports, news, and general entertainment content.

    Answer

    Chairman and CEO Perry Sook described repricing CW affiliate fees as an ongoing process and a key lever for achieving breakeven, stating that after demonstrating value, 'it's our turn' for increased remuneration. He ranked advertising demand highest for sports, followed by local news, with general entertainment third, explaining this reality drives The CW's programming strategy to focus on live content.

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    Alan Gould's questions to Netflix Inc (NFLX) leadership

    Alan Gould's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Alan Gould from Loop Capital Markets requested more information on the TF1 partnership in France, asking about the rationale, timing, and potential for similar partnerships in other countries.

    Answer

    Co-CEO Greg Peters explained the partnership's goal is to expand the entertainment offering with more highly relevant local content, as members consistently want more variety. He said the timing was right because key enabling capabilities like live streaming and advertising are now in place. TF1 was chosen as a leading local programmer in a large territory. Peters described it as a learning opportunity, and future plans will depend on consumer reaction.

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    Alan Gould's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Alan Gould of Loop Capital Markets asked for more information on the TF1 partnership in France, including the rationale, timing, and potential for similar deals in other countries.

    Answer

    Co-CEO Greg Peters explained the partnership's goal is to expand the entertainment offering with more local content to meet member demand. He said the timing was right due to new enabling capabilities like live and ads. They will assess consumer reaction before considering similar partnerships elsewhere.

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    Alan Gould's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Alan Gould of Loop Capital Markets requested more information on the TF1 partnership in France, asking about the rationale, timing, and whether similar partnerships should be expected elsewhere.

    Answer

    Co-CEO Greg Peters explained the partnership's goal is to satisfy member demand for more local content. He stated the timing was right due to new capabilities like ads and live events. TF1 was chosen as a leading local programmer, and Netflix will evaluate the results before pursuing similar deals in other countries.

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    Alan Gould's questions to Lions Gate Entertainment Corp (STRZ) leadership

    Alan Gould's questions to Lions Gate Entertainment Corp (STRZ) leadership • Q4 2025

    Question

    Alan Gould from Loop Capital asked for the ideal number of original series per year, a clarification on the cost savings per hour, and the impact of bundling on subscriber churn.

    Answer

    President of Domestic Networks Alison Hoffman confirmed that bundling significantly reduces churn, improving retention by over 20%. President & CEO Jeffrey Hirsch clarified that the $1-2 million figure was the cost *savings* per hour on owned IP, not the total cost, which averages around $7 million. He stated that 8-10 original shows per year is the target to maintain a consistent content flow and minimize churn.

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    Alan Gould's questions to News Corp (NWSA) leadership

    Alan Gould's questions to News Corp (NWSA) leadership • Q3 2025

    Question

    Alan Gould from Loop Capital inquired about the Dow Jones consumer business, focusing on the success of its strategy to convert subscribers from promotional offers to higher-priced plans.

    Answer

    CEO Robert Thomson confirmed this strategy is central to their efforts, highlighting positive trends in average revenue per subscriber (ARPU). He pointed to the 7% increase in circulation revenues as evidence of the strategy's success and expressed confidence that phasing subscribers to standard pricing will continue to benefit digital numbers. He also noted that digital now accounts for 82% of total Dow Jones revenue.

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    Alan Gould's questions to News Corp (NWSA) leadership • Q1 2025

    Question

    Alan Gould inquired about the financial impact of the OpenAI deal, asking for specifics on revenue allocation between the Dow Jones and News Media segments and the potential for AI-related revenue at HarperCollins.

    Answer

    CEO Robert Thomson explained that due to confidentiality, specific revenue figures from the OpenAI deal could not be disclosed. However, he confirmed it is having a positive impact on the News Media segment and is part of Dow Jones's revenue profile. He added that across all content agreements, a positive year-over-year revenue trend is expected.

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    Alan Gould's questions to News Corp (NWSA) leadership • Q4 2024

    Question

    Alan Gould asked two questions: how the OpenAI deal impacts negotiations with other AI firms, and why the company doesn't simplify its structure by divesting the News Media and Foxtel segments, which are not considered 'pillars of growth'.

    Answer

    Robert Thomson, CEO, stated they prefer to 'woo rather than to sue' AI firms but have begun litigation against some. Regarding structure, he said they constantly review it. CFO Susan Panuccio added that News Media provides valuable audience and content archives that create synergies with other segments like REA and Move.

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    Alan Gould's questions to Reddit Inc (RDDT) leadership

    Alan Gould's questions to Reddit Inc (RDDT) leadership • Q1 2025

    Question

    Alan Gould inquired about trends in per-user engagement and how Reddit is managing its moderator community to support strong user growth.

    Answer

    CEO Steve Huffman explained that per-user engagement is being driven by product improvements like home feed quality. He outlined a two-pronged moderator strategy: 1) reducing moderator burden with AI tools and 2) actively recruiting and training new moderators, especially to support international growth.

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    Alan Gould's questions to Reddit Inc (RDDT) leadership • Q3 2024

    Question

    Alan Gould of Loop Capital pointed to the significant uptick in domestic ad ARPU from -12% YoY in Q2 to +2% YoY in Q3 and asked for the key drivers, questioning how much was due to improved pricing versus other factors.

    Answer

    COO Jen Wong reiterated that ARPU bounces around and is not a primary metric they manage to. However, she attributed the underlying strength to business growth in the mid- and lower-funnel, where delivering more clicks and conversions increases the value per impression for advertisers. This improved performance drives demand, which in turn can drive pricing.

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    Alan Gould's questions to Roku Inc (ROKU) leadership

    Alan Gould's questions to Roku Inc (ROKU) leadership • Q4 2024

    Question

    Alan Gould requested an update on Roku's international expansion progress, asked if the Media & Entertainment (M&E) ad vertical is still facing headwinds, and inquired about any 606 accounting adjustments in Q4.

    Answer

    CEO Anthony Wood expressed pleasure with international progress, highlighting #1 positions in Canada and Mexico and keeping Roku on track for 100M households. An executive stated M&E is no longer the headwind it was, with diversification into other categories. CFO Dan Jedda confirmed a very small 606 adjustment in Q4 but stated none are expected going forward.

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    Alan Gould's questions to Roku Inc (ROKU) leadership • Q3 2024

    Question

    Alan Gould inquired about the current state of the advertising market and asked for an update on the performance of the Roku-branded TVs, including their impact on relationships with TV OEM partners.

    Answer

    President of Roku Media Charlie Collier described the ad market as a '52-week market' where Roku's non-M&E advertising outperformed the broader market in Q3, with strength in political, retail, and CPG. President of Devices Mustafa Ozgen stated that the company is 'very pleased' with the progress of Roku-branded TVs, which have expanded distribution. He noted that technology developed for these TVs is shared with partners, which has strengthened those relationships, and that OEM partners remain the primary distribution channel for the Roku OS.

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