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Vikram Kesavabotla

Senior Research Analyst at Baird Financial Group, Inc.

Vikram Kesavabhotla is a Senior Research Analyst at Baird specializing in the Internet and Digital Services sector, where he covers companies such as Roku and Match Group among others. He has established a performance track record with an analyst success rate of 40% and an average return of 3.5% per recommendation, with notable calls including a 180.5% return on Doximity. Kesavabhotla began his equity research career in 2016, previously holding roles at Guggenheim Securities, Deutsche Bank, and Credit Suisse before joining Baird in 2021. He holds the CFA designation and earned a BS in Finance and Mathematics from Rutgers University – New Brunswick.

Vikram Kesavabotla's questions to NETFLIX (NFLX) leadership

Question · Q3 2025

Vikram Kesavabotla asked about observations from the Canelo vs. Crawford fight in September and its impact on engagement, acquisition, and retention on the platform.

Answer

Co-CEO Ted Sarandos highlighted the Canelo Crawford fight as the most viewed men's championship fight of the century, with over 41 million live plus one viewers and top 10 placement in 91 countries. He noted that such big live events drive 'urgent viewing' and have outsized positive impacts on conversation, acquisition, and suspected retention, despite live content being a small portion of total viewing hours. He mentioned upcoming live events like Jake Paul vs. Tank Davis and the World Baseball Classic.

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Question · Q3 2025

Vikram Kesavabotla asked about observations from the Canelo versus Crawford fight and its impact on engagement, acquisition, and retention.

Answer

Co-CEO Ted Sarandos reported the Canelo Crawford fight was the most viewed men's championship fight of the century, with over 41 million live plus one viewers and a top 10 ranking in 91 countries. He believes such big events are differentially valuable, driving urgent viewing, conversation, acquisition, and likely retention. While live is a small portion of content and total view hours, it has a 'hugely outsized impact' on acquisition, similar to the Jake Paul/Mike Tyson performance. Retention data is still early but looks positive. Upcoming live events include Jake Paul versus Tank Davis, NFL Christmas Day games, Skyscraper Live, SAG Awards, WWE, and the World Baseball Classic in 2026, plus FIFA Women's World Cup in 2027 and 2031.

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