The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Daniel Kurnos - Benchmark Company LLC - Analyst
: A lot to unpack, Josh and Nick. Maybe just from a high level, you guys gave a lot of color on sort of the growth trajectories of the segments and
some incremental upfront investment. For either of you, can you just put a finer points on where you guys are looking to deploy money and what
kind of ROI you are anticipating once you put that money to you. So if it's headcount ramp, if it's incremental capabilities, platform expansion, just
anything there would be helpful and how you -- how quickly you expect it to contribute to growth in fiscal '26 and beyond.
Question: Daniel Kurnos - Benchmark Company LLC - Analyst
: Got it. That's helpful. And I know this next question is really for comp -- more for the content guys, but every media and I guess we can consider
you guys having some tech platforms. Are there any savings you guys can generate from AI adoption and/or development across the platform or
any incremental revenue opportunities you can foresee by implementing it throughout the company?
Question: Daniel Kurnos - Benchmark Company LLC - Analyst
: Got it. Super helpful. Any chance, Nick, I'll take a shot at it, that you want to put a slightly finer point on the segment contributors to your growth
outlook. You gave us directional, I guess, for both the two primary segments, but any kind of brackets you want to give just on how we should be
thinking about growth contribution from the segments?
Question: Daniel Kurnos - Benchmark Company LLC - Analyst
: Got it. And last one, Josh, I'm sure you would be upset if I didn't ask about the broader industry. Obviously, there have been rumors that PSKY is
going to buy Warner. It feels like maybe somebody with some deep pockets is going to come back in and start investing. I know all the big companies
have been throwing money at sports, but building out all these portfolios right now seems to be maybe a reawakening.
I know you guys talked about a soft distribution landscape, but I think we're all kind of hopeful that the spigot gets turned back on a little bit. Any
conversation with partners around redeploying capital, getting -- rebuilding some of these franchises. And I do think kids will be a huge focus as
we start seeing some consolidation and bundling and trying to get some differentiated content going forward in the streaming universe.
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SEPTEMBER 26, 2025 / 2:00PM, WILD.TO - Q4 2025 WildBrain Ltd Earnings Call
Question: Daniel Kurnos - Benchmark Company LLC - Analyst
: Nothing like having the second richest man in the world come to a new playground, Josh.
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