BYD
Resorts & Casinos · Consumer Cyclical
Analyst
Mizuho
Equibles does not estimate personal net worth.
Ben Chaykin is recorded as Analyst at Mizuho. Ben Chaykin has spoken on 25 earnings calls across 14 companies, most recently for Hyatt Hotels Corp on October 29, 2026. Those appearances were for Boyd Gaming Corp (BYD), Wyndham Hotels & Resorts, Inc. (WH), Travel & Leisure Co. (TNL), Hyatt Hotels Corp (H), Six Flags Entertainment Corporation (FUN) and 9 other companies. The companies whose calls Ben Chaykin spoke on are classified in the Consumer Cyclical sector.
“There was a number of impacts this year. Joan, you alluded to this, and maybe we can take it offline if you prefer. But to the extent we can kind of quickly review the impacts in 26, as they sound like most, if not all, will help in 27.”
“You know, the algo fee growth relationship was very impressive in 3Q, as you touched on. But specifically, I'd love to touch on how you're thinking about royalty rate expansion, I guess both in 4Q but also longer term.”
“Maybe going back to locals, and we've touched on some of this a few times, but can we maybe talk more about the investment at the Orleans and maybe flush out what you're solving for?”
“It's up, or the implications of deferred revenue, rather, which is up for the first half of the year, for the first time in a few years, you know, juxtaposed against first-half revenue that's down.”
“I would love to just revisit the NRG adjustment. The prepared remarks were very helpful.”
Mizuho
Analyst
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BYD
Resorts & Casinos · Consumer Cyclical
Travel Services · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
Travel Services · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
CHDN
Gambling · Consumer Cyclical
CUK
Travel Services · Consumer Cyclical
MTN
Resorts & Casinos · Consumer Cyclical
DKNG
Gambling · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical