John Belton
speaker
137 appearances
6 recordings
2 series
first heard Jan 2026
last heard 11 Jun
John Belton’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 5.
Appearances
I think that adjusts to about 32%, if my math was correct, if you back out that acquisition-related cost number that they flagged.
So I think that's probably...
OK, but a little bit short of expectation.
Top line numbers generally look pretty healthy.
Good update on the subscriber number at over 325 million.
That suggests that 2025 was another pretty solid year for member growth.
I think the big disappointment in terms of the numbers is just on the margin guidance, 31.5%.
I think that adjusts to about 32%, if my math was correct, if you back out that acquisition-related cost number that they flagged.
So I think that's probably...
OK, but a little bit short of expectation.
Top line numbers generally look pretty healthy.
Good update on the subscriber number at over 325 million.
That suggests that 2025 was another pretty solid year for member growth.
I think the big disappointment in terms of the numbers is just on the margin guidance, 31.5%.
I think that adjusts to about 32%, if my math was correct, if you back out that acquisition-related cost number that they flagged.
So I think that's probably...
Okay, but a little bit short of expectation.
Showing 121–137 of 137 · page 7 of 7
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