CHDN
Gambling · Consumer Cyclical
Analyst
Susquehanna
Equibles does not estimate personal net worth.
Joe Stoff is recorded as Analyst at Susquehanna. Joe Stoff has spoken on 13 earnings calls across 7 companies, most recently for Boyd Gaming Corp on October 22, 2026. Those appearances were for Churchill Downs Inc (CHDN), Rush Street Interactive, Inc. (RSI), Flutter Entertainment plc (FLUT), Boyd Gaming Corp (BYD), DraftKings Inc. (DKNG) and 2 other companies. The companies whose calls Joe Stoff spoke on are classified in the Consumer Cyclical and Communication Services sectors.
“Could you give us maybe an update, building on the last couple of questions, around the Orleans about the competitive situation? We've been talking about this, I guess, now approximately two years, and just wondering if the level of competition that you're seeing from them in terms of excess promotion has stabilized.”
“Going into the new sports calendar and the app upgrade in particular coming out in August, what do you think are the most relevant product upgrades, do you think?”
“Bill's wondering, you know, with the Pennsylvania Supreme Court decision recently on gray games, does that adjust your view on either, say, the opportunity in Pennsylvania or any other, say, budding states for HRMs?”
“You're North American active growth, but I was wondering if you could talk just structurally about, you know, how this pays off and when it pays off in terms of, you know, say, you know, Art Mal, you know, if, and I don't know how you want to discuss that, but certainly, you know, it's been fertile, you know, your…”
“I wanted to ask on your generosity investment, reinvestment in FanDuel OSB. Is it fair to say that, you know, that largely started in March and wondering if ants grew in April?”
Susquehanna
Analyst
Transcript header (unverified)
CHDN
Gambling · Consumer Cyclical
BYD
Resorts & Casinos · Consumer Cyclical
DKNG
Gambling · Consumer Cyclical
Entertainment · Communication Services
Resorts & Casinos · Consumer Cyclical