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    Douglas Arthur • Huber Research Partners

    Douglas Arthur's questions to Fubotv Inc (FUBO) leadership

    Douglas Arthur's questions to Fubotv Inc (FUBO) leadership • Q2 2025

    Question

    Douglas Arthur of Huber Research Partners asked about the factors driving the outperformance versus the original Q2 subscriber guidance and inquired about the timeline for annualizing the impact of terminated content relationships like those with Univision.

    Answer

    CFO John Janedis attributed the subscriber beat to strong interest in the lower-priced Latino product following the Univision drop and better-than-expected retention trends across the portfolio. CEO David Gandler added that despite content partner losses, the company has stabilized its ad business and seen strong conversion on Latino packages due to consumer price sensitivity. He expressed confidence that these content matters would resolve over time.

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    Douglas Arthur's questions to Fubotv Inc (FUBO) leadership • Q4 2024

    Question

    Douglas Arthur inquired about the significant quarter-over-quarter drop in General & Administrative (G&A) expenses and asked if there were any unusual, one-time items affecting that line.

    Answer

    CFO John Jenadis confirmed there were some one-time benefits in the G&A line for the quarter and suggested a low double-digit million number is a more appropriate run rate for 2025. He emphasized that the company's overall operating leverage continues to improve, with incremental adjusted EBITDA margins expanding from 34% in 2023 to 45% in 2024.

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    Douglas Arthur's questions to New York Times Co (NYT) leadership

    Douglas Arthur's questions to New York Times Co (NYT) leadership • Q2 2025

    Question

    Douglas Arthur of Huber Research Partners, LLC asked for a more specific definition of what the company considers "direct" or "organic" traffic and requested clarification on what percentage of its audience this represents.

    Answer

    CEO Meredith Kopit Levien defined direct traffic as users who intentionally seek out The Times by name, reflecting a formed habit and a direct relationship with the brand. She emphasized that building this direct audience through essential products and apps is a core, long-term strategy. While she pointed to the 150 million registered users as a key asset, she did not provide a specific percentage for direct traffic.

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    Douglas Arthur's questions to New York Times Co (NYT) leadership • Q1 2025

    Question

    Douglas Arthur asked for commentary on the underlying digital ad revenue growth excluding The Athletic and also inquired about the slight sequential growth in single-product subscribers.

    Answer

    President and CEO Meredith Kopit Levien responded broadly on advertising, expressing optimism across the entire portfolio without breaking out specifics, citing strong strategic drivers. EVP and CFO Will Bardeen addressed the subscriber question by reiterating the focus on the overall strategy of adding value and using data to manage pricing, rather than commenting on quarterly variations.

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    Douglas Arthur's questions to New York Times Co (NYT) leadership • Q4 2024

    Question

    Douglas Arthur of Huber Research Partners sought clarification on the opportunistic increase in media expense, asking if it was a reaction to a specific event like a sudden surge in site traffic.

    Answer

    EVP and CFO Will Bardeen explained that the increased marketing investment was not a reaction to a single dynamic but resulted from continuous ROI monitoring by their team. He stated that the company is prepared to increase spending when it identifies periods of attractive returns and, conversely, to pull back quickly if conditions are unfavorable, and Q4 presented such an opportunity.

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    Douglas Arthur's questions to New York Times Co (NYT) leadership • Q3 2024

    Question

    Douglas Arthur asked if The New York Times is seeing any benefit from the recent turmoil at competitors like The Washington Post and L.A. Times, and inquired about unusual movements in operating cost categories.

    Answer

    Meredith Kopit Levien, President and CEO, stated that the company takes no joy in the difficulties of other journalism institutions and remains focused on its own strategy, expecting to attract subscribers from many sources. William Bardeen, EVP and CFO, explained that while costs can move around quarterly, the long-term focus is on growing revenue faster than costs by managing G&A while investing strategically in journalism and lifestyle products.

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    Douglas Arthur's questions to Thomson Reuters Corp (TRI) leadership

    Douglas Arthur's questions to Thomson Reuters Corp (TRI) leadership • Q1 2025

    Question

    Douglas Arthur of Huber Research Partners asked for a breakdown of the organic dynamics in the Legal segment, specifically questioning the large impact from the FindLaw divestiture and whether that effect would persist.

    Answer

    CFO Mike Eastwood clarified that the tailwind from the FindLaw divestiture was fully offset by headwinds from recent product sunsets, so it did not drive the organic growth acceleration. The 8% growth was driven by the Government business and scaling AI offerings. He confirmed the divestiture's impact on reported (non-organic) revenue will linger for the next few quarters as it closed in late 2024.

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    Douglas Arthur's questions to CarGurus Inc (CARG) leadership

    Douglas Arthur's questions to CarGurus Inc (CARG) leadership • Q3 2024

    Question

    Douglas Arthur asked about management's confidence in sustaining strong Quarterly Average Revenue per Subscribing Dealer (QARSD) growth into 2025 against increasingly difficult comparisons.

    Answer

    CEO Jason Trevisan acknowledged the tougher comparisons but expressed confidence, stating that the drivers of QARSD have no imminent ceiling. He highlighted the ongoing addition of value to higher tiers, new cross-sell products across the dealer workflow, and a focus on lead quality to ensure strong dealer ROI, which supports continued investment on the platform.

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