Analyst
UBS
Equibles does not estimate personal net worth.
John Hodulik is recorded as Analyst at UBS. John Hodulik has spoken on 15 earnings calls across 7 companies, most recently for Roku, Inc on April 30, 2026. Those appearances were for T-Mobile US, Inc. (TMUS), Warner Bros. Discovery, Inc., Charter Communications, Inc. (CHTR), Roku, Inc (ROKU), Comcast Corp (CMCSA) and 2 other companies. The companies whose calls John Hodulik spoke on are classified in the Communication Services sector.
“Maybe can we talk about the subscription revenue gross margin? Looks like sort of, you know, different to what you're seeing in the advertising side. You're seeing, you saw some pressure over the last few quarters on the gross margin side there.”
“From Jason's comments, it sounds like half of the benefit of the year-over-year improvement in broadband subs is due to the sort of legendary February promotions and the half was sort of organic based on some of the efforts you've had.”
“Maybe a couple of follow-ups on the Discovery Global side. Gunnar, you guys give some guidance for ADD and OPEX savings for 26 on that side. One, anything you can tell us about the cost savings?”
“Jeff, maybe for you, a follow-up on the comments on D2C. You guys got it to better profitability next year, you know, against some slightly higher subs. What are you seeing in terms of ARPU?”
UBS
Analyst
Source not stated
TMUS
Telecom Services · Communication Services
Warner Bros. Discovery, Inc.
Entertainment · Communication Services
Telecom Services · Communication Services
ROKU
Entertainment · Communication Services
CMCSA
Telecom Services · Communication Services
SKYD
Entertainment · Communication Services
DIS
Entertainment · Communication Services
Warner Bros. Discovery, Inc. Q4 FY2025 Earnings Call
Warner Bros. Discovery, Inc.
Warner Bros. Discovery, Inc. Q2 FY2025 Earnings Call
Warner Bros. Discovery, Inc.
Warner Bros. Discovery, Inc. Q4 FY2024 Earnings Call
Warner Bros. Discovery, Inc.
