Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2024 call → NOWe need answer YES/NO based on transcript. Need determine if management describes that their way is being adopted/copied by others. Search transcript for such phenomenon. Key areas: F1, Liberty, Sirius, Braves, Live Nation, MotoGP. Management talks about F1 growth, sponsors, media rights, etc. Any mention of others following? Possibly "F1 Academy" women's sports? "We are attracting more diverse audiences... exciting and relevant to all." Not about copying. "F1 TV" maybe? No. "We continue to see strong demand" not imitation. "We have 10 global sponsors" not. "We announced subscription free streaming channel fast... expect it to push more fans" not. "We are evolving our view data methodology... working with Nielsen" not. Maybe about "Drive to Survive" being copied? No. Maybe about "F1 Arcade" being followed? No. Maybe about "Las Vegas Grand Prix" being model? No. Maybe about "Quint" integration? No. Maybe about "Braves" TV rights? No. Maybe about "Sirius" app? No. Question asks: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others? Need evidence. Management might say "we have seen others try to replicate" but not in transcript. Let's scan carefully. Greg Maffei: "We continue to see growth in US engagement... F1 achieved largest live US TV audience..." Not. Stefano: "We have seen records being broken... strong demand..." Not. "F1 continues to grow our overall engagement... We are evolving our view data methodology to ensure we are capturing all our audiences globally and are working with Nielsen to build the model that capture a fuller scope." That's about their own methodology, not others adopting. "F1 TV Pro with also remaining market in India." Not. "F1 Academy... We are proud of this work and remain very focused on making the sport more open, diverse and sustainable place." Not. "F1 exhibition... F1 Arcade..." Not. Maybe about "sprint" format? "The sprint continues to deliver great action for our fans, broadcasters, sponsors and promoters." Not. Maybe about "F1 kids" program? Not. Maybe about "MotoGP" acquisition? They say "Liberty has experienced to help them hopefully grow the exposure" not. Maybe about "Quint" being integrated? Not. Maybe about "Live Nation" venue strategy? Not.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?