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    Alicia Reese • Wedbush Securities Inc.

    Alicia Reese's questions to Fubotv Inc (FUBO) leadership

    Alicia Reese's questions to Fubotv Inc (FUBO) leadership • Q2 2025

    Question

    Alicia Reese of Wedbush Securities inquired about advertising trends, asking if there was a slowdown in ad bookings from tariff pressures on consumer brands and how the Fubo Sports Network FAST channel was contributing to performance.

    Answer

    CFO John Janedis noted continued softness in foreign auto but stated the overall impact was not significant. He highlighted strong double-digit growth in key categories like retail/e-commerce and tech, with no obvious tariff-related weakness. Janedis confirmed that FAST channels now represent a high-single-digit to low-double-digit percentage of total ad revenue and continue to grow at a strong double-digit pace, providing a modest positive tailwind to overall ad growth.

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    Alicia Reese's questions to Fubotv Inc (FUBO) leadership • Q1 2025

    Question

    Alicia Reese asked for details on the performance of fubo's gamified and interactive ad formats and how these innovations can attract advertisers amid tightening budgets.

    Answer

    CFO John Janedis reported strong traction in what he termed 'interactive ads,' with revenue from this category up 37% year-over-year. He noted that overall ad products saw 41% growth in the first half and that interest is accelerating, with a new ad format generating significant interest from holding companies.

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    Alicia Reese's questions to Fubotv Inc (FUBO) leadership • Q3 2024

    Question

    Alicia Reese of Wedbush Securities inquired about the dynamics of advertising ARPU during the quarter, specifically asking why political ad spending did not provide a more significant lift.

    Answer

    CFO John Janedis responded that while fubo had a record political advertising year, political ads are not as significant a percentage of revenue for fubo as for traditional broadcasters, thus limiting their impact on overall ARPU. Janedis identified the primary headwind for ad ARPU as the removal of Discovery Scripps content earlier in the year. He also noted that the company expects sequential improvement in ad ARPU in the fourth quarter.

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    Alicia Reese's questions to National Cinemedia Inc (NCMI) leadership

    Alicia Reese's questions to National Cinemedia Inc (NCMI) leadership • Q2 2025

    Question

    Alicia Reese of Wedbush Securities asked for the assumptions on CPMs and utilization baked into the Q3 guidance, the level of investment required for new inventory forecasting tools, and the expansion strategy for the local market Bullseye AI technology.

    Answer

    CEO Thomas Lesinski stated that the Q3 guide assumes improved year-over-year utilization and relatively stable CPMs. He explained that the inventory forecasting tool is a planned CapEx investment aimed at boosting utilization, especially in slower months. Regarding the Bullseye AI tech, he described the expansion as a combination of efficient technology, sales team education, and leveraging successful case studies, rather than a heavy capital investment.

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    Alicia Reese's questions to National Cinemedia Inc (NCMI) leadership • Q3 2024

    Question

    Alicia Reese asked if performance guarantees are offered in the scatter market, how the shift toward scatter sales impacts gross margins, and whether NCM can participate in advertising for new live events, such as the live football games planned by IMAX.

    Answer

    CEO Thomas Lesinski confirmed that performance guarantees through the NCMx platform are available in both the upfront and scatter markets. CFO Ronnie Ng added that a shift to the higher-CPM scatter market could positively impact margins, assuming sustained demand. Lesinski also stated that NCM's advertising rights generally extend to live events, citing the successful monetization of the Taylor Swift concert film as a model, and noted the company is actively developing this business segment.

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    Alicia Reese's questions to Cinemark Holdings Inc (CNK) leadership

    Alicia Reese's questions to Cinemark Holdings Inc (CNK) leadership • Q1 2025

    Question

    Alicia Reese of Wedbush Securities asked for a breakdown of the drivers for higher concession costs and inquired about the growth potential for merchandising, including its expansion into Latin America.

    Answer

    CFO Melissa Thomas specified that a higher merchandise mix was the main driver of increased concession COGS, accounting for over 100 basis points of the rise. CEO Sean Gamble expressed optimism for continued merchandise growth as an incremental revenue driver and confirmed the strategy, including e-commerce, is being actively pursued in both U.S. and Latin American markets.

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    Alicia Reese's questions to AMC Entertainment Holdings Inc (AMC) leadership

    Alicia Reese's questions to AMC Entertainment Holdings Inc (AMC) leadership • Q3 2024

    Question

    Alicia Reese of Wedbush Securities Inc. questioned the drivers behind the lower-than-trend concession costs during the quarter and the outlook for this line item. She also asked for clarity on the 'other revenue' category, considering the expansion of retail popcorn and the tough comparison with Q4 2023's Taylor Swift distribution revenue, seeking guidance on its per-patron trend.

    Answer

    CFO Sean Goodman attributed the lower food and beverage costs to reduced spoilage from higher attendance, successful procurement efforts, and rebates, expecting Q4 costs to be similar to Q3. CEO Adam Aron added that the growing, but lower-margin, merchandise business makes the cost management success even more significant. Regarding 'other revenue,' Goodman confirmed it includes growing retail popcorn sales. He projected that while absolute sales will grow, the per-patron metric will see a more noticeable increase in the second half of 2025 as the popcorn distribution footprint expands significantly.

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