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    Brent Penter

    Research Analyst at Raymond James Financial

    Brent Penter is an Associate Analyst - Equity Research at Raymond James Financial, specializing in the telecommunications and media sectors. He provides coverage on major companies including T-Mobile, Disney, Paramount, Lionsgate Studios, and Starz Entertainment, with noted contributions such as raising the price target on Starz Entertainment and initiating strong buy ratings on both Lionsgate Studios (targeting a 47.38% gain) and Starz (targeting 27.09% returns). Penter began his career at Raymond James following a successful junior internship and has progressed from research associate to his current analyst position over nearly two years. He holds a Master of Science in Finance and applies advanced financial modeling and valuation skills daily; his professional credentials include relevant FINRA registration and securities licensure, supporting his role as a subject matter expert in his coverage areas.

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

    Brent Penter's questions to STARZ ENTERTAINMENT CORP /CN/ (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 STARZ ENTERTAINMENT CORP /CN/ (STRZ) leadership • Q4 2025

    Question

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

    Answer

    President & CEO Jeffrey Hirsch stated that Starz aims for half of its calendar 2027 slate to be company-owned IP. He estimated potential cost savings of $1-2 million per hour on new shows, plus additional revenue from international sales. Regarding capital allocation, Hirsch emphasized that the immediate focus is on deleveraging to 2.5x, after which they will assess opportunities to expand the content portfolio.

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    Brent Penter's questions to Gogo (GOGO) leadership

    Brent Penter's questions to Gogo (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 LGF-A leadership

    Brent Penter's questions to LGF-A leadership • Q3 2025

    Question

    Asked for details on Starz's plan to offer digital services to other platforms and for an outlook on Starz's OTT and linear subscriber trends.

    Answer

    Starz plans to leverage its robust digital backend and data stack to form commercial partnerships with other platforms that lack such infrastructure. Linear subscribers are expected to continue a slow decline, while OTT growth will be driven by an increasing number of bundling deals and a strong content slate.

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    Brent Penter's questions to LGF-A leadership • Q2 2025

    Question

    Asked for an update on the production and release schedule for major upcoming films like "Michael," "Ballerina," and "Now You See Me," and inquired about the new AI partnership with Runway.

    Answer

    The "Michael" film was moved to a late fall slot to ensure quality, while "Ballerina" and "Now You See Me" are on track for their respective 2025 releases. The AI partnership with Runway is a strategic move to enhance filmmaking, and after initial clarification, it has received support from the creative community.

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

    Brent Penter's questions to Spire Global (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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