Thomas L. Yeh
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Thomas L. Yeh
Thomas L. Yeh is recorded as Analyst at Morgan Stanley. Thomas L. Yeh has spoken on 9 earnings calls and 1 other investor event across 6 companies, most recently for Versant Media Group, Inc. on March 5, 2026. Those appearances were for Six Flags Entertainment Corporation (FUN), Lionsgate Studios Corp. (LION), Versant Media Group, Inc. (VSNT), Omnicom Group Inc. (OMC), Walt Disney Co (DIS) and 1 other company. The companies whose calls Thomas L. Yeh spoke on are classified in the Consumer Cyclical and Communication Services sectors.
Thomas L. Yeh on recent calls
“All right, we're going to kick us off here on day four of the Morgan Stanley TMT conference in San Francisco. We're really excited to have Mark Lazarus, the CEO of Versant, which spun off from Comcast in early January.”
“And then one last one just on the points about optimizing the investment structure. I wonder if you could just drill down a bit more on planned marketing spend.”
“Just to put a finer point on that, that also excludes the incoming assets in terms of IPG, or is it pro forma for the both of them? And if you could just add some color on where you're seeing the areas contributing to that acceleration and growth beyond the upward bias that is being seen from the dispositions.”
“Hello, everyone. one more maybe on the health of the more immediate downstream window for motion picture there was a big pay one deal struck recently obviously and i know you have an amazon agreement kicking in as well when you have a success like housemaid how should we think about the carryover benefits particularly…”
“I wanted to ask about the progress on new bundle initiatives. I think you mentioned the pace of ESPN unlimited signups. Are you seeing the uptake coming through maybe less on the bundled side versus the authenticated PTV side?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
Entertainment · Communication Services
Advertising Agencies · Communication Services
DIS
Entertainment · Communication Services
Entertainment · Communication Services