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    Doug Creutz • TD Cowen

    Doug Creutz's questions to Take-Two Interactive Software Inc (TTWO) leadership

    Doug Creutz's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q1 2026

    Question

    Doug Creutz of TD Cowen asked about the flat year-over-year advertising revenue, questioning if this signals a bottoming in the ad market or if it was due to game-specific factors.

    Answer

    Chairman and CEO Strauss Zelnick attributed the stabilization to a strategic shift in their mobile portfolio from hyper-casual to hybrid-casual games. He stated that this adjustment has established a new baseline from which the company hopes to grow its advertising business.

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    Doug Creutz's questions to Warner Music Group Corp (WMG) leadership

    Doug Creutz's questions to Warner Music Group Corp (WMG) leadership • Q3 2025

    Question

    Doug Creutz of TD Cowen asked how CFO Armin Zerza's experience at Activision, particularly in negotiating with digital platforms, informs his approach to partnerships at WMG.

    Answer

    CFO Armin Zerza drew a parallel to the gaming industry's evolution to multiple price points. He stated the music industry has a similar opportunity to move beyond its limited product offerings, with super-premium tiers being just the start. He stressed his focus is on execution and delivering clear value to consumers at every price point.

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    Doug Creutz's questions to Warner Music Group Corp (WMG) leadership • Q3 2025

    Question

    Doug Creutz of TD Cowen asked CFO Armin Zerza how his experience at Activision, particularly in maximizing content value through platform negotiations, informs his approach to WMG's relationships with digital streaming partners.

    Answer

    CFO Armin Zerza drew a parallel to the gaming industry's evolution from few price points to a full demand curve. He stated the music industry is at a point where it offers limited products and price points, and sees 'super premium' as just one of many opportunities to offer more value to consumers. He stressed that execution and offering great value are key to unlocking this potential.

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    Doug Creutz's questions to Electronic Arts Inc (EA) leadership

    Doug Creutz's questions to Electronic Arts Inc (EA) leadership • Q1 2026

    Question

    Doug Creutz of TD Cowen inquired about Electronic Arts' stance on full-game pricing, specifically asking if they would consider an $80 price point for major releases like Battlefield.

    Answer

    CEO Andrew Wilson stated that EA is not planning any pricing changes, emphasizing their existing broad pricing spectrum from free-to-play to deluxe editions. CFO Stuart Canfield confirmed that no price increases are factored into the FY26 guidance and that the company's focus remains on player lifetime value (LTV).

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