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    Brent Penter • Raymond James & Associates, Inc.

    Brent Penter's questions to Lions Gate Entertainment Corp (STRZ) leadership

    Brent Penter's questions to Lions Gate Entertainment Corp (STRZ) leadership • Q4 2025

    Question

    Brent Penter from Raymond James Financial asked about the timeline for shifting to owned IP, the potential cost savings, and the company's capital allocation priorities after reaching its deleveraging target.

    Answer

    President & CEO Jeffrey Hirsch stated the goal is for half of the calendar 2027 slate to be STARZ-owned IP. He estimated potential cost savings of $1-2 million per hour, plus international sales benefits, which supports the path to a 20% margin by 2028. Regarding capital allocation, Hirsch emphasized the immediate focus is deleveraging to 2.5x, after which the company will evaluate further content investment or potential capital returns.

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    Brent Penter's questions to Gogo Inc (GOGO) leadership

    Brent Penter's questions to Gogo Inc (GOGO) leadership • Q1 2025

    Question

    Brent Penter asked for the specific dollar impact of tariffs on guidance, the post-acquisition customer mix and its economic sensitivity, and a breakdown of Satcom Direct's 10% growth rate.

    Answer

    CFO Zachary Cotner quantified the tariff impact at approximately $5 million, split between EBITDA and working capital. CEO Christopher Moore stated that the company is not seeing any negative macroeconomic impact due to its diverse international and government customer base, which can be counter-cyclical. Cotner added that Satcom Direct's growth was primarily driven by GEO broadband, including in the Mil/Gov sector, and that the company is not updating its long-term growth guidance at this time.

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    Brent Penter's questions to Spire Global Inc (SPIR) leadership

    Brent Penter's questions to Spire Global Inc (SPIR) leadership • Q4 2024

    Question

    Brent Penter, on for Ric Prentiss, asked about the confidence level in the Maritime sale closing within 2-4 weeks, the drivers behind the 2026 growth acceleration, and the future path to positive free cash flow.

    Answer

    CEO Theresa Condor expressed confidence in the 2-4 week timeline for the Maritime sale, citing intense and regular engagement with the buyer, while also noting the company is pursuing a parallel legal track with a May 28 court date. Interim CFO Thomas Krywe explained that the 2026 growth confidence comes from $216 million in committed revenue and revenue recognition from 20 recently launched satellites. Condor added that growing defense budgets and demand for sovereign capabilities in Europe are also major drivers. Regarding free cash flow, Krywe stated that once abnormal legal and transaction costs subside, the company will return to its trajectory toward positivity, though a revenue 'build back' will be required post-divestiture.

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