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Steve Cahill

Senior Equity Analyst at Wells Fargo & Company/mn

Steven Cahill is a Senior Equity Analyst at Wells Fargo specializing in communication services, including entertainment and telecom sectors. He has covered major companies such as Formula One Group, Paramount Global, Cable One, Charter Communications, Comcast, and Altice USA, with recent performance metrics showing a 33.33% success rate and an average return of -3.82% across 7 stock ratings. His career at Wells Fargo focuses on in-depth coverage of streaming and media giants, initiating both overweight and underweight positions based on market catalysts such as digital content partnerships. Cahill maintains active professional credentials typical for equity analysts at major banks, though specific FINRA registrations are not listed in available sources.

Steve Cahill's questions to Walt Disney (DIS) leadership

Question · Q4 2025

Steven Cahill inquired about the growth outlook for Disney's film studios, given the strong upcoming slate including Avatar: Fire and Ash and Avengers: Doomsday, and the implied softer start in Q1. He also asked if the fiscal 2026 EPS guidance accounts for a sustained blackout due to the ongoing carriage dispute with YouTube TV.

Answer

CEO Bob Iger expressed bullishness on the studio slate for fiscal 2026 and beyond, citing anticipated hits like Zootopia 2 and The Mandalorian and Grogu, and highlighting past successes like Lilo & Stitch. CFO Hugh Johnston clarified that the Q1 guide reflects overlap timing rather than slate weakness and confirmed that the EPS guidance includes a hedge for the YouTube TV dispute, noting that economic impact considers both lost revenue and subscriber migration.

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Steve Cahill's questions to NETFLIX (NFLX) leadership

Question · Q3 2025

Steve Cahill asked if Netflix expects more creator deals from platforms like YouTube, following the recent deal with Mark Rober, and what types of content they are seeking.

Answer

Co-CEO Ted Sarandos reiterated Netflix's goal to partner with the best creators globally, including those on social media platforms. He noted that while not all YouTube content fits, some creators like Mark Rober and Miss Rachel are good fits. He highlighted past collaborations with social media stars and curated video podcasts as natural expansions, indicating plenty of room for top creators regardless of their origin.

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Question · Q3 2025

Steve Cahill asked if Netflix expects more deals with YouTube creators following the Mark Rober announcement, and what types of content they are seeking.

Answer

Co-CEO Ted Sarandos reiterated the goal to be in business with the best creators globally, including those on social media platforms. He noted that while not everything on YouTube fits, creators like Mark Rober and Miss Rachel are good fits. He reminded that working with creators from other platforms isn't new. He also mentioned curated video podcasts. Sarandos sees this as a natural expansion with plenty of room for the world's best creators.

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Steve Cahill's questions to Stagwell (STGW) leadership

Question · Q2 2025

Steve Cahill of Wells Fargo pointed to lagging performance in the media business and asked for details on steps taken to strengthen it. He also questioned if the business is considered a core offering and whether there is a need to increase its current scale.

Answer

Chairman and CEO Mark Penn affirmed the media business is a core focus, emphasizing that their strategy relies on technological efficiency over pure scale. He highlighted ongoing developments like the Stagwell ID graph and a new content management system as key to upgrading their offerings. Penn stated the goal is to be 'fully competitive against the majors' by leveraging superior technology for performance-oriented marketers.

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