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    Evan Karatzas

    Director at UBS Group AG

    Evan Karatzas is a Director at UBS specializing in investment banking with a focus on corporate finance and capital markets. He has covered publicly listed companies such as Catapult Group International Ltd and has been noted for analytical commentary on companies like those in the agricultural sector, including tracking price movements. Karatzas began his career as an Investment Banking Analyst at Lodge Partners from 2016 to 2017 before joining UBS, where he has advanced to director level and contributed to capital markets research and deal execution. His professional credentials likely include relevant securities licenses and key regulatory registrations, aligning with his banking roles, though specific license details are not publicly listed.

    Evan Karatzas's questions to NEWS (NWSA) leadership

    Evan Karatzas's questions to NEWS (NWSA) leadership • Q3 2025

    Question

    Evan Karatzas of UBS followed up on the Dow Jones pricing strategy, asking about the resulting churn impact and any key learnings regarding the price elasticity of consumer subscriptions.

    Answer

    CEO Robert Thomson explained that the company is constantly learning about price elasticity through its AI-enhanced dynamic pricing system. He stated this allows them to identify different customer cohorts to manage elasticity and vulnerability. The ultimate goal, he said, is to reduce churn and maximize revenue by using the expertise and tools at their disposal.

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    Evan Karatzas's questions to NEWS (NWSA) leadership • Q2 2025

    Question

    Evan Karatzas asked about the strong margin expansion at Dow Jones, requesting the size of the margin headwind from the Factiva dispute to gauge the normalized margin, and whether the current rate of expansion is sustainable.

    Answer

    CFO Lavanya Chandrashekar declined to provide specific margin guidance but revealed that the Factiva dispute had a negative impact of over 300 basis points on revenue growth. She stated that the company will remain cost-disciplined and expects to see continued upside in margins as it focuses on monetizing new subscriptions.

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