TMUS
Telecom Services · Communication Services
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Sean Diffley is recorded as Analyst at Morgan Stanley. Sean Diffley has spoken on 15 earnings calls and 6 other investor events across 15 companies, most recently for T-Mobile US, Inc. on September 10, 2026. Those appearances were for T-Mobile US, Inc. (TMUS), Lionsgate Studios Corp. (LION), Fox Corp (FOXA), At&T Inc. (T), TKO Group Holdings, Inc. (TKO) and 10 other companies. The companies whose calls Sean Diffley spoke on are classified in the Communication Services sector.
“I was hoping you could discuss how you're thinking about volume versus price growth this year and any comments on the competitive backdrop. Obviously, a bit less volume growth for you guys this year, obviously pushing price a little bit harder.”
“I was hoping you could discuss how you're thinking about volume versus price growth this year and any comments on the competitive backdrop. Obviously, a bit less volume growth for you guys this year, obviously pushing price a little bit harder.”
“Liam, I was hoping you could unpack some of the details on how this price hike compares to prior cycles. It sounds like it's going better given the content slate success, but how you're thinking about your pricing power relative to other streaming services.”
“First, you talked about a paradigm shift in the TV demand backdrop. I was hoping you could elaborate on that a bit. What would you say your special sauce is in terms of why your content is resonating so much with the streamers?”
“First on linear advertising, down nearly 30%. Obviously, NBA, 20 points. But just comment on the underlying ad market, any categories you'd call out as weak, any crowding out from the World Cup.”
Morgan Stanley
Analyst
Source not stated
TMUS
Telecom Services · Communication Services
FOXA
Entertainment · Communication Services
Telecom Services · Communication Services
Entertainment · Communication Services
Entertainment · Communication Services
Entertainment · Communication Services
Entertainment · Communication Services
Entertainment · Communication Services
FWONA
Entertainment · Communication Services
ROKU
Entertainment · Communication Services
Telecom Services · Communication Services
NFLX
Entertainment · Communication Services
Entertainment · Communication Services
NWSA
Entertainment · Communication Services