Kutgun Maral (Evercore ISI)

Focus Areas7 topics

Margin1Cost Pressure1Guidance Reliability1Capex Investment1Revenue Growth1Competitive Dynamics1Pricing1

Trends2 quarters

Questions per Quarter

Companies Covered

Question History3 questions

DISThe Walt Disney Company2 quarters

2025 Q3

I was hoping you could share some of the puts and takes on the cost side in 2026. Especially as you continue to invest in technology and programming

MarginCost PressureGuidance ReliabilityView in transcript →

2025 Q2

can you help frame the opportunity ahead? Do -- I'm not trying to tease out 2026 guidance

Capex InvestmentRevenue Growth