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    Peter Supino • Wolfe Research

    Peter Supino's questions to Madison Square Garden Entertainment Corp (MSGE) leadership

    Peter Supino's questions to Madison Square Garden Entertainment Corp (MSGE) leadership • Q4 2025

    Question

    Peter Supino of Wolfe Research, LLC inquired about progress in driving higher utilization at Madison Square Garden and asked about potential new residencies to fill the void left by Billy Joel's long-running engagement.

    Answer

    David Collins, EVP & CFO, acknowledged that The Garden's utilization was just over 65% in fiscal 2025 and that the company sees real upside. He stated they are in the late planning stages for a new residency for the next calendar year, which would include a substantial number of dates and could drive concert growth at The Garden in fiscal 2027.

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    Peter Supino's questions to Madison Square Garden Entertainment Corp (MSGE) leadership • Q2 2025

    Question

    Peter Supino asked for an update on concert cancellations, which were elevated last quarter, and inquired about the potential for further value extraction from dynamic pricing for the Christmas Spectacular.

    Answer

    Interim CFO Lee Weinberg confirmed that concert cancellations have returned to normal levels after a spike in the previous quarter. Regarding dynamic pricing for the Christmas Spectacular, he explained that the company is getting smarter by using data to build schedules and start pricing efforts earlier. He believes significant opportunity remains to increase yield, as the show is still priced well below comparable Broadway productions.

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    Peter Supino's questions to Madison Square Garden Entertainment Corp (MSGE) leadership • Q1 2025

    Question

    Peter Supino inquired about the long-term market size for the Garden, asking if the trend of artists graduating from the company's smaller theaters to the arena is accelerating and how this impacts the long-term supply outlook.

    Answer

    Michael Grau, EVP and CFO, affirmed this is a key internal strategy, citing the unique portfolio of venues (Beacon, Radio City, the Garden) that allows them to 'shepherd' artists up the ladder. He highlighted recent successes like Olivia Rodrigo and Noah Kahan as proof of the strategy's effectiveness and agreed it promises to create more supply for the arena over the long term.

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    Peter Supino's questions to Madison Square Garden Sports Corp (MSGS) leadership

    Peter Supino's questions to Madison Square Garden Sports Corp (MSGS) leadership • Q4 2025

    Question

    Peter Supino from Wolfe Research asked about MSGS's potential participation in a future NBA-led national RSN solution after its current local deal expires and inquired about the anticipated impact of scheduled changes to the tax deductibility of compensation in 2027.

    Answer

    COO Jamaal Lesane stated that while they monitor the evolving media landscape, they would not comment on hypotheticals, emphasizing their strong position as a rights holder for two marquee franchises. EVP, CFO & Treasurer Victoria Mink noted they are assessing the tax changes, which become effective for their fiscal year 2028, but had nothing further to share.

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    Peter Supino's questions to Madison Square Garden Sports Corp (MSGS) leadership • Q4 2025

    Question

    Peter Supino of Wolfe Research, LLC asked about the company's potential participation in a future national RSN model for the NBA and the long-term evolution of the RSN business, as well as the impact of upcoming tax deductibility changes.

    Answer

    COO Jamaal Lesane commented that while they monitor the evolving media rights landscape, they believe local coverage is valuable and will continue to assess from their position as a rights holder for two marquee franchises. EVP, CFO & Treasurer Victoria Mink noted they are assessing the tax changes, which would be effective for their fiscal year ending June 30, 2028, but have nothing further to share.

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    Peter Supino's questions to Madison Square Garden Sports Corp (MSGS) leadership • Q4 2024

    Question

    Peter Supino from Wolfe Research asked about the company's initiatives to drive organic revenue growth in the upcoming year and beyond, separate from the impact of the new NBA media rights deal.

    Answer

    COO Jamaal Lesane outlined several key growth areas. These include opportunistic pricing for new and group tickets despite holding prices for renewing season ticket holders, new sponsorship deals, capitalizing on strong demand for premium hospitality, and benefiting from the expansion of the event-level club space and renovations of several suites at Madison Square Garden.

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    Peter Supino's questions to Sphere Entertainment Co (SPHR) leadership

    Peter Supino's questions to Sphere Entertainment Co (SPHR) leadership • Q2 2025

    Question

    Peter Supino asked a series of questions about future content strategy, including whether it would be based on owned or licensed IP, how AI impacted the production of 'Wizard of Oz', and the rationale for its higher ticket price compared to 'Postcards from Earth'.

    Answer

    Executive Chairman & CEO James Dolan stated that the company is indifferent to owning versus licensing IP, focusing instead on show quality and IP cost. He credited AI as essential for producing 'Wizard of Oz' and expects future AI-driven productions to be easier. The higher ticket price for the new show was justified by the venue's proven success and competitive positioning against other major Las Vegas shows.

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    Peter Supino's questions to Sphere Entertainment Co (SPHR) leadership • Q1 2025

    Question

    Peter Supino of Wolfe Research asked about the global expansion plans for Sphere, specifically if discussions are primarily with non-U.S. parties and if geopolitical tensions have impacted sentiment.

    Answer

    Executive Chairman and CEO James Dolan confirmed they are in worldwide discussions for new Spheres. He also revealed a key initiative to design a smaller, cheaper, and faster-to-build Sphere model to accelerate deployment in markets both inside and outside the U.S., which he expects to discuss more by year-end.

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    Peter Supino's questions to Sphere Entertainment Co (SPHR) leadership • Q2 2025

    Question

    Peter Supino asked about the residency business, questioning what the company learned that allowed it to host more shows in the first half of 2025 and whether the creation of produced content is the main long-term constraint on event volume.

    Answer

    Executive Chairman and CEO James Dolan attributed the increase in residencies to strong artist demand, driven by the venue's superior sound and the favorable economics of a residency versus a traditional tour. He clarified that the primary limiting factor for more concerts is not content creation, but the internal competition for venue days against other high-AOI events like the new Sphere Experience and corporate functions.

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    Peter Supino's questions to Sphere Entertainment Co (SPHR) leadership • Q1 2025

    Question

    Peter Supino questioned the revenue opportunity in Las Vegas, specifically asking if 75 residencies per year is the right target and what the company has learned about the availability of top-tier concert talent.

    Answer

    Executive Chairman and CEO James Dolan explained that the company focuses on maximizing revenue rather than a specific number of shows. He highlighted the key strategy of running "side-by-side" events, such as a Sphere Experience show and a concert on the same day, to maximize venue utilization. Dolan asserted there is no shortage of interest from major artists and that the primary challenge for 2025 is scheduling all the acts that want to perform at Sphere.

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    Peter Supino's questions to Live Nation Entertainment Inc (LYV) leadership

    Peter Supino's questions to Live Nation Entertainment Inc (LYV) leadership • Q2 2025

    Question

    Peter Supino asked about the risks associated with building venues globally and any lessons learned. He also asked for an explanation of the company's year-to-date growth rate relative to historical norms.

    Answer

    President and CEO Michael Rapino downplayed venue development risk, citing the company's 'secret sauce' of local expertise and a selective investment approach. President and CFO Joe Berchtold explained that first-half growth was impacted by timing, with about $25 million of Ticketmaster AOI shifting to the second half due to deferred revenue, plus FX headwinds. He reiterated confidence in achieving double-digit AOI growth for the full year.

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    Peter Supino's questions to Live Nation Entertainment Inc (LYV) leadership • Q2 2025

    Question

    Peter Supino asked about the perceived risks in developing venues globally and how the company mitigates them. He also requested an explanation for the two-year compound annual growth rate trend off of 2023.

    Answer

    President & CEO Michael Rapino stated that venue development risk is low because the company relies on local expertise to identify opportunities, allowing them to be selective. President & CFO Joe Berchtold addressed the growth rate by breaking down segment performance, noting strong Concerts growth, timing shifts in Sponsorship, and temporary headwinds for Ticketmaster, including a $25M AOI shift from deferred revenue and $16M in FX impacts.

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    Peter Supino's questions to Live Nation Entertainment Inc (LYV) leadership • Q4 2024

    Question

    Peter Supino asked about the 2025 Venue Nation capital budget, specifically questioning the mix between U.S. and international spending and whether the company's appetite for investing in large 15,000-20,000 seat arenas has changed.

    Answer

    President and CEO Michael Rapino affirmed that opportunities in large international arenas are consistent and growing, and the company's appetite to invest remains 'very large.' President and CFO Joe Berchtold added that the general trend is for more capital to be deployed internationally, driven by the volume and attractiveness of those specific arena opportunities.

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    Peter Supino's questions to Live Nation Entertainment Inc (LYV) leadership • Q3 2024

    Question

    Peter Supino asked about the defensibility of Ticketmaster's competitive position, focusing on the technology investments being made to reinforce its leadership, such as those related to bots and demand generation.

    Answer

    President and CFO Joe Berchtold affirmed that significant capital is invested in Ticketmaster's technology. Key areas of focus include innovating enterprise products like pricing and marketing tools, enhancing high-demand on-sale capabilities, and advancing digital ticket technology to combat bots and fraud, ensuring its platform remains best-in-class.

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    Peter Supino's questions to Warner Music Group Corp (WMG) leadership

    Peter Supino's questions to Warner Music Group Corp (WMG) leadership • Q3 2025

    Question

    Peter Supino from Wolfe Research requested more detail on the organizational changes and largest opportunities within the new cost savings program. He also asked about the pros and cons of providing more specific disclosures on organic versus M&A-driven growth.

    Answer

    CFO Armin Zerza explained the reorganization balances local A&R expertise with scaled global services, enabled by technology investments, which will drive savings. CEO Robert Kyncl addressed the growth question, highlighting that strong organic growth from new releases and catalog marketing forms the foundation, with M&A acting as an accelerator, giving them extra firepower.

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    Peter Supino's questions to Warner Music Group Corp (WMG) leadership • Q3 2025

    Question

    Peter Supino from Wolfe Research requested details on the organizational changes tied to the cost savings program and asked about providing more specific disclosures on organic growth trends versus M&A.

    Answer

    CFO Armin Zerza explained the reorganization balances local A&R with scaled global services, with savings from tech leverage and reduced non-people spend. CEO Robert Kyncl defined organic growth as being driven by new release success, 'always on' catalog marketing, and stronger DSP deals, with M&A serving as an accelerator.

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    Peter Supino's questions to Warner Bros Discovery Inc (WBD) leadership

    Peter Supino's questions to Warner Bros Discovery Inc (WBD) leadership • Q2 2025

    Question

    Peter Supino asked for an elaboration on the 'better together' view for DTC, specifically regarding the contribution of bundling to growth and churn, and how the Disney partnership has performed against expectations.

    Answer

    President & CEO David Zaslav stated that bundling improves a 'clumsy consumer experience' and that the Disney bundle is performing 'much better than we thought.' He believes WBD's global scale makes it an attractive partner for regional players, leading to better churn, consumer satisfaction, and broader demographic reach. He anticipates further industry consolidation and bundling.

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    Peter Supino's questions to Warner Bros Discovery Inc (WBD) leadership • Q2 2025

    Question

    Peter Supino asked for David Zaslav's perspective on the 'better together' bundling strategy for DTC, the relative contributions of wholesale versus retail channels, and the performance of the Disney bundle partnership.

    Answer

    President & CEO David Zaslav reiterated his belief that bundling solves a clumsy consumer experience and positions WBD as a key global partner for other services. He stated the Disney bundle is performing 'much better than we thought,' citing benefits in consumer satisfaction and reaching new demographics, in addition to lower churn. He sees this as a model for future consolidation and partnerships.

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    Peter Supino's questions to Warner Bros Discovery Inc (WBD) leadership • Q1 2025

    Question

    Peter Supino asked about Warner Bros. Discovery's sports strategy on the Max platform, particularly regarding opportunities to license new sports intellectual property beyond its existing linear relationships.

    Answer

    President & CEO David Zaslav explained the strategy varies globally, with sports being a key differentiator internationally. CEO & President, Global Streaming and Games, JB Perrette elaborated that the company is experimenting with different models (e.g., add-ons vs. included tiers) to find a profitable streaming-only business model for premium sports. Zaslav concluded by emphasizing that owned IP like DC and Harry Potter are the company's core long-term assets, viewing sports as a 'rental business.'

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    Peter Supino's questions to TKO Group Holdings Inc (TKO) leadership

    Peter Supino's questions to TKO Group Holdings Inc (TKO) leadership • Q2 2025

    Question

    Peter Supino questioned the guidance's implied incremental margin, which seemed low for high-flow-through revenue, and asked about TKO's long-term growth algorithm beyond the current media rights renewal cycle.

    Answer

    Andrew Schleimer, CFO, reconciled the margin by pointing to factors like event mix shifts, the absence of a prior-year high-cost/high-revenue event like UFC at the Sphere, and the deferral of a Saudi PLE to 2026. Mark Shapiro, COO, President & Director, outlined a multi-pronged long-term growth strategy focused on integrating recent acquisitions, capitalizing on the Netflix partnership, expanding margins, and launching the new boxing venture as a fourth major sports asset.

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    Peter Supino's questions to TKO Group Holdings Inc (TKO) leadership • Q1 2025

    Question

    Peter Supino asked for guidance on how to model the IMG segment's growth and incremental EBITDA margins across its various subcomponents like media, live events, and sponsorships.

    Answer

    CFO Andrew Schleimer directed investors to new KPIs in the 10-Q for the acquired businesses, noting that Q1 is typically the most profitable quarter for IMG due to the Super Bowl. He explained the balance of the year will be impacted by pre-spend for the Milan Olympics, which was factored into the normalized numbers provided at the deal announcement. Mark Shapiro, President and COO, added that early activity for the Milan Olympics and FIFA World Cup is in line with expectations.

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    Peter Supino's questions to TKO Group Holdings Inc (TKO) leadership • Q4 2024

    Question

    Peter Supino of Wolfe Research questioned the implied incremental margins in the 2025 guidance, noting they seemed lower than expected given certain 2024 headwinds. He also asked how TKO plans to translate the growing engagement from the Netflix deal into increased revenue in the U.S.

    Answer

    CFO Andrew Schleimer explained the 2025 margin guidance is healthy and reflects the timing shift of a high-margin Saudi PLE into 2026 and the strategic decision to host more international events instead of at the lower-cost Apex facility. President and COO Mark Shapiro detailed that monetization comes from focusing on core KPIs: media rights renewals, ticket sales, premium hospitality, consumer products, site fees, and sponsorships, all of which benefit from increased viewership and demand.

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    Peter Supino's questions to TKO Group Holdings Inc (TKO) leadership • Q3 2024

    Question

    Peter Supino challenged TKO's free cash flow conversion guidance as potentially conservative and asked for an update on the talent hiring and retention environment, noting competitive concerns have subsided.

    Answer

    CFO Andrew Schleimer defended the current cash flow guidance, citing onetime impacts, but reaffirmed a normalized conversion target above 60% long-term. President and COO Mark Shapiro credited TKO's creative leadership for building brands that top talent aspires to join, ensuring a stable and cost-effective talent pipeline.

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    Peter Supino's questions to Walt Disney Co (DIS) leadership

    Peter Supino's questions to Walt Disney Co (DIS) leadership • Q3 2025

    Question

    Peter Supino asked about current engagement trends on Disney+ and Hulu and how DTC strategies might affect them. He also questioned if there's an opportunity to accelerate DTC content spending for market share once the 10% margin target is surpassed.

    Answer

    CEO Bob Iger said engagement is increasing post-Hulu integration and will be boosted by tech improvements. Future content spend increases will target select international markets. CFO Hugh Johnston added the goal is maximizing long-term OI through growth, not just cost management, and they don't intend to stop at a 10% margin.

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    Peter Supino's questions to Walt Disney Co (DIS) leadership • Q2 2025

    Question

    Peter Supino sought clarification on the $30 billion expansion capital for U.S. parks, asking if it is intended to increase attendance capacity and how the company evaluates the incremental return on that capital.

    Answer

    CEO Robert Iger confirmed that a primary goal of the expansion is to add capacity, allowing more guests to visit without diminishing the guest experience. He emphasized that the company is allocating capital to the Experiences segment because its return on invested capital has been at 'record levels,' making it a stellar and highly attractive area for investment.

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    Peter Supino's questions to Charter Communications Inc (CHTR) leadership

    Peter Supino's questions to Charter Communications Inc (CHTR) leadership • Q2 2025

    Question

    Peter Supino sought clarification on the calculation behind the multi-year tax savings benefit and asked about the performance of top-of-funnel customer acquisition and any potential shifts in strategy.

    Answer

    CFO Jessica Fischer confirmed the free cash flow benefit calculation is appropriate, noting it depends on future share count assumptions. President & CEO Chris Winfrey stated that for Internet, sales are up and voluntary churn is down, but the overall market is challenged by low housing move activity. He stressed Charter has no product or pricing issue but is refining its marketing to better communicate its value proposition.

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    Peter Supino's questions to Verizon Communications Inc (VZ) leadership

    Peter Supino's questions to Verizon Communications Inc (VZ) leadership • Q2 2025

    Question

    Peter Supino of Wolfe Research, LLC asked about medium-term opportunities for cost efficiency beyond headcount reductions and questioned the primary cause of current churn levels, wondering if it necessitates less aggressive pricing actions in the future.

    Answer

    Chairman & CEO Hans Vestberg stated he sees more cost opportunities now than in a long time, driven by AI solutions that are not yet fully reflected in the cost base. EVP & CFO Tony Skiadas added that headcount is down 3.7% year-over-year and that significant cost-out programs are underway in network (copper decommissioning), IT platform consolidation, real estate, and disciplined deal management. Regarding churn and future pricing, Vestberg declined to comment on future commercial plans.

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    Peter Supino's questions to Verizon Communications Inc (VZ) leadership • Q1 2025

    Question

    Peter Supino questioned if ARPA growth expectations need to moderate given recent churn experiences and asked when the multiyear Fixed Wireless Access (FWA) expansion might begin to pressure CapEx.

    Answer

    CEO Hans Vestberg clarified that the FWA growth plan to 8-9 million subscribers by 2028 is incorporated into the standard C-Band rollout and will not create undue pressure on the multiyear CapEx plan. Consumer Group CEO Sowmyanarayan Sampath outlined multiple levers for sustained wireless service revenue growth, including higher volumes, myPlan migration, premium mix, perks, FWA growth, and the turnaround in the prepaid business.

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    Peter Supino's questions to Liberty Media Corp (FWONK) leadership

    Peter Supino's questions to Liberty Media Corp (FWONK) leadership • Q1 2025

    Question

    Peter Supino asked if the underlying sponsorship growth in Q1 was close to 50% when adjusted for fewer races, and also inquired about media rights opportunities related to streaming for casual fans and the lack of advertising.

    Answer

    CFO Brian Wendling cautioned against a simple calculation for sponsorship growth due to multiple variables and advised waiting for Q2 results for a clearer trend. On media rights, CEO Stefano Domenicali and CEO Derek Chang highlighted the strategy of using multiple platforms and content types to engage different fan demographics beyond the live race, acknowledging the unique opportunity this presents.

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    Peter Supino's questions to Liberty Media Corp (FWONK) leadership • Q1 2025

    Question

    Peter Supino from Wolfe Research asked for clarification on the underlying sponsorship growth rate adjusted for the Q1 race calendar variance. He also inquired about the U.S. media rights opportunity, particularly regarding non-linear streaming and advertising potential.

    Answer

    Chief Accounting Officer Brian Wendling advised that Q2 results would offer a clearer year-to-date trend for sponsorship revenue. On media rights, CEO Stefano Domenicali and CEO Derek Chang emphasized the importance of a multi-platform strategy to engage various fan demographics, highlighting that the goal is to build a broad entertainment product that delivers content beyond just the live race itself.

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    Peter Supino's questions to T-Mobile US Inc (TMUS) leadership

    Peter Supino's questions to T-Mobile US Inc (TMUS) leadership • Q1 2025

    Question

    Peter Supino from Wolfe Research asked when T-Mobile might incorporate recent and pending acquisitions like Lumos, Metronet, and UScellular into its long-term EBITDA guidance, and also inquired about the strategic view on cable assets.

    Answer

    CFO Peter Osvaldik explained that guidance will be updated as each transaction closes. CEO Mike Sievert added that Lumos is expected to be slightly accretive to service revenue and neutral to EBITDA in the current year. Regarding M&A, Sievert reiterated T-Mobile's strategic preference for pure-play fiber assets, citing them as a growth category and a superior product consistent with the company's operational approach.

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    Peter Supino's questions to T-Mobile US Inc (TMUS) leadership • Q4 2024

    Question

    Peter Supino asked for insight into T-Mobile's wholesale philosophy, particularly how it approaches bidding for and pricing new MVNO opportunities. He also inquired about the strategy for managing fixed wireless access in cells that become highly utilized yet continue to see strong consumer demand.

    Answer

    CEO G. Sievert explained that the wholesale strategy focuses on partners who can target audiences better than T-Mobile's own brands, with pricing designed to ensure a strong return on network capacity. Regarding fixed wireless, he noted that the business model is designed to prevent congestion by using a sophisticated algorithm to approve new customers only in sectors with sufficient long-term excess capacity, a model that has proven successful for 12 consecutive quarters.

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    Peter Supino's questions to T-Mobile US Inc (TMUS) leadership • Q3 2024

    Question

    Peter Supino from Wolfe Research asked for T-Mobile's long-term perspective on spectrum and RAN costs for the upcoming 6G cycle, and whether its business is positioned for a more efficient capital deployment than in past generations.

    Answer

    President and CEO G. Sievert expressed optimism that the 6G cycle could be fundamentally more efficient, driven by innovations like AI RAN and Open RAN, which could finally be realized at scale. He noted their goal is to continually extract more performance per CapEx dollar and per unit of spectrum. Sievert highlighted their partnerships with Ericsson, Nokia, and NVIDIA to invent the future of AI RAN, aiming to create disproportionate benefits for T-Mobile.

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    Peter Supino's questions to Roku Inc (ROKU) leadership

    Peter Supino's questions to Roku Inc (ROKU) leadership • Q3 2024

    Question

    Peter Supino sought clarification on the 2025 revenue growth outlook, questioning why the company guided to 'growth' rather than 'acceleration,' and asked about the puts and takes for 2025 gross margins.

    Answer

    CFO Dan Jedda clarified that while he expects 'strong growth' in 2025, he is not guiding to consistent acceleration from the current run rate due to difficult comparisons against 2024's political ad spend and accounting adjustments. For gross margin, Jedda anticipates the 2025 platform gross margin will be 'relatively consistent' with the FY24 level (ex-606 adjustments) of around 52%, as strong brand advertising margins are expected to offset the negative mix impact from the challenged M&E vertical.

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    Peter Supino's questions to Frontier Communications Parent Inc (FYBR) leadership

    Peter Supino's questions to Frontier Communications Parent Inc (FYBR) leadership • Q2 2024

    Question

    Peter Supino asked for the rationale behind changing the penetration disclosure from granular vintage cohorts to a simpler base/expansion model, noting the value of vintage data for evaluating marginal returns on capital.

    Answer

    CFO Scott Beasley explained that after five years of building, reporting on numerous quarterly cohorts had become overly complex. He stated that the new, simpler reporting structure of base and expansion passings better aligns with how the company manages the business internally and is more consistent with industry practice.

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    Peter Supino's questions to Frontier Communications Parent Inc (FYBR) leadership • Q1 2024

    Question

    Peter Supino inquired about the composition of gross additions in mature, 45% penetrated markets, specifically their origin and ARPU characteristics. He also asked if there was a case for accelerating the fiber build, potentially with a financial partner.

    Answer

    CEO Nick Jeffery reiterated that the vast majority of new customers are won from cable. CFO Scott Beasley added that intake ARPU is healthy, with about 60% of new customers choosing gigabit-plus speeds. Regarding build acceleration, Nick Jeffery stated they are building as fast as is 'sensibly' manageable, while Scott Beasley noted that exploring partnerships to go faster is part of the ongoing strategic review.

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