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    Salil Sanjiv and James Heaney

    Research Analyst at Jefferies Financial Group Inc.

    James Heaney is an Equity Analyst and CFA charterholder at Jefferies Financial Group Inc., specializing in technology sector research with particular focus on companies such as AppLovin (APP) and Snap (SNAP). Heaney has demonstrated notable performance on platforms like TipRanks, achieving a remarkable +418.40% return on his most profitable rating and maintaining high success rates on multiple buy recommendations, with individual calls generating average returns above 13%. Prior to his current position at Jefferies, Heaney built his expertise covering digital advertising and software, and has held multiple roles in the financial industry since at least the early 2020s. He possesses the CFA designation, indicative of rigorous financial training and credentials, and is likely FINRA-registered given his analyst role at a major brokerage. Data on Salil Sanjiv's individual credentials and detailed track record are limited, though available records confirm he collaborates with Heaney at Jefferies as an equity researcher.

    Salil Sanjiv and James Heaney's questions to Playboy (PLBY) leadership

    Salil Sanjiv and James Heaney's questions to Playboy (PLBY) leadership • Q1 2025

    Question

    The team from Jefferies asked for details on the primary drivers of the significant year-over-year growth in the licensing business during the quarter.

    Answer

    CEO Ben Kohn explained that licensing revenue grew 175% year-over-year, or over 50% excluding the new Byborg deal. The two main drivers were the new Byborg agreement, which contributes $5 million per quarter, and the continued year-over-year recovery of the China licensing business. Kohn also highlighted a strong pipeline for new deals in gaming and content licensing expected to contribute in the second half of the year.

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