Dan Pollitzer
Analyst
JP Morgan
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About Dan Pollitzer
Dan Pollitzer is recorded as Analyst at JP Morgan. Dan Pollitzer has spoken on 10 earnings calls across 8 companies, most recently for Choice Hotels International Inc on November 2, 2026. Those appearances were for Rush Street Interactive, Inc. (RSI), Las Vegas Sands Corp (LVS), Choice Hotels International Inc (CHH), MGM Resorts International (MGM), Flutter Entertainment plc (FLUT) and 3 other companies. The companies whose calls Dan Pollitzer spoke on are classified in the Consumer Cyclical and Real Estate sectors.
Dan Pollitzer on recent calls
“I wanted to talk a little bit about free cash flow and the conversion in the quarter and how you think about that kind of evolving over time, especially to the extent you're starting to recycle more capital in the 2027.”
“Bill, Aisha, whoever wants to take this, just another one on Las Vegas. Yes, gaming trends have been resilient for you, but I think that for the Strip, RevPar for you guys has declined, I think, eight consecutive quarters.”
“Is it fair to say kind of going forward as we think about 2027, you know, you should be at least in the kind of midpoint or above part of the range as you benefit from the stuff that shifted out of 26?”
“And then can you talk about maybe what you're seeing in terms of the competitive environment within iGaming? Obviously, you've been acquiring a lot of users. I know that you're seeing, it sounds like, strong LTVs and CACs.”
Affiliation history
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JP Morgan
Analyst
Transcript header (unverified)
Current
Company network
Resorts & Casinos · Consumer Cyclical
2 appearances
Latest appearance 2026-07-22
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Resorts & Casinos · Consumer Cyclical
1 appearance
Latest appearance 2026-10-28
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DraftKings Inc.
DKNG
Gambling · Consumer Cyclical
1 appearance
Latest appearance 2026-05-08
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