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    Brent Panter

    Research Analyst at Raymond James Financial, Inc.

    Brent Panter is an analyst at Raymond James Financial, Inc., specializing in equity research within the financial services and regional banking sectors. He provides analysis on companies such as Regions Financial, Comerica, and Zions Bancorporation, having developed a reputation for reliable stock recommendations and insightful sector commentary. With a career at Raymond James spanning over a decade, Panter has contributed to client investment strategies through in-depth coverage and sector expertise. He holds industry-recognized credentials, including FINRA Series 7 and 63 licenses.

    Brent Panter's questions to STARZ ENTERTAINMENT CORP /CN/ (STRZ) leadership

    Brent Panter's questions to STARZ ENTERTAINMENT CORP /CN/ (STRZ) leadership • Q2 2025

    Question

    Brent Panter inquired about STARZ's perspective on M&A, the definition of 'scale' in the media industry, and potential prerequisites for deal-making. He also asked about the primary factors that could cause STARZ to over- or under-achieve its 20% adjusted OIBDA margin target by 2028.

    Answer

    President and CEO Jeffrey Hirsch stated that STARZ has a clear plan to deleverage and reach a 20% margin, making it a valuable asset or platform for scaling. He explained the margin goal is primarily driven by transitioning the content slate to owned-and-produced shows like 'Fightland,' which have a 30% lower per-episode cost. He added that modest top-line growth of 1-3% and potential international sales provide further upside to achieving the target.

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    Brent Panter's questions to STARZ ENTERTAINMENT CORP /CN/ (STRZ) leadership • Q2 2025

    Question

    Brent Panter from Raymond James inquired about STARZ's M&A strategy, its definition of scale, and any prerequisites for potential deals. He also asked about the key drivers for potentially over- or under-achieving the 20% EBITDA margin target by 2028.

    Answer

    President and CEO Jeffrey Hirsch stated that the primary plan is deleveraging and reaching the 20% margin target, independent of M&A, but noted STARZ is a strong platform for scaling. He identified turning over the content slate to owned properties like 'Fightland' as the biggest driver for margin expansion, citing a 30% cost reduction on its first season. He added that modest top-line revenue growth would also be a key contributor.

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    Brent Panter's questions to STARZ ENTERTAINMENT CORP /CN/ (STRZ) leadership • Q2 2025

    Question

    Asked about the company's definition of scale, prerequisites for potential M&A activity, and the factors that could cause them to overachieve or underachieve their 2028 EBITDA margin target.

    Answer

    The company is focused on its plan of deleveraging and reaching a 20% margin, viewing its focused demos and tech stack as a valuable platform for scaling. The 20% margin goal is primarily driven by turning over the content slate to owned and produced shows like 'Fightland', which have a significantly lower cost structure. Potential upside exists from international sales and top-line revenue growth, while the main risk would be a failure to execute this content strategy.

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