Analyst
Bank of America
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Dan is recorded as Analyst at Bank of America and Analyst at Morgan Stanley. Dan has spoken on 2 earnings calls and 2 other investor events across 4 companies, most recently for CuriosityStream Inc. on August 12, 2026. Those appearances were for CuriosityStream Inc. (CURI), Adi Global Distribution Inc. (ADIG), Cytokinetics Inc (CYTK) and Realty Income Corp (O). The companies whose calls Dan spoke on are classified in the Communication Services, Technology, Healthcare and Real Estate sectors.
“My question is, your second half adjusted EBITDA guidance of, what, 6 to 10 million represents a step down from the 11.4 that you guys generated in Q2, does the second half moderation reflect higher customer acquisition, marketing, cost reinvestment, higher content costs, or are you guys just being conservative…”
“Let me first say congratulations to the team, Jay, and the board. You guys have gone through a lot. It's pretty impressive to get to where you are now. Rob, I'll ask you one question, and then based on your answer, I'm going to wrap it up and ask another follow-up.”
“So here, let me just move this a little bit. Generally, extremely positive feedback. I don't think anybody has questioned the clinical meaningfulness of the results, even just as limited as we've presented.”
“Did you provide more detail on the $40 million lease termination income recognized this quarter? For example, was it driven by a small number of tenants or a broad-based activity, and were they released or sold?”
Bank of America
Analyst
Source not stated
Morgan Stanley
Analyst
Source not stated
CURI
Broadcasting · Communication Services
CYTK
Biotechnology · Healthcare
