GTN
Broadcasting · Communication Services
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Stephen Cahill is recorded as Analyst at Wells Fargo. Stephen Cahill has spoken on 18 earnings calls across 10 companies, most recently for Omnicom Group Inc. on October 22, 2026. Those appearances were for Gray Media, Inc (GTN), Sinclair, Inc. (SBGI), Omnicom Group Inc. (OMC), AMC Global Media Inc. (AMCX), Optimum Communications, Inc. (OPTU) and 5 other companies. The companies whose calls Stephen Cahill spoke on are classified in the Communication Services sector.
“So kind of a two-parter was wondering if you could talk about the biggest sources of acceleration and growth. Just looking at percentage of revenue, it looks like it's probably in the integrated media division.”
“So, Jeff, thank you for that net retrans outlook. I just wanted to confirm, so that's dollars accelerate into 2027, including the M&A contributions. And I know you went into this a little bit, but the net retrans margin was down a little bit quarter over quarter in the third quarter.”
“First, just on the political guide, I think you're now at least 13% over 2022. How do we think about that in terms of what's being driven by some of the idiosyncrasies of this election cycle or some of the consolidation that you've just done versus just the size of the cycle?”
“So first, just on Fox News, I guess as we think about the really big reach you've built over the last few years, is there any way to think about how much your pricing has come up structurally over that time?”
“Kristen, can you update us on how you're thinking about relicensing the walking dead? Does it make sense to do, you know, kind of one big beautiful deal or are the economics better to chop it up into small pieces like linear versus streaming partners or different territories or geos?”
Wells Fargo
Analyst
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