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does the way that you distribute the mediation solution need to change in order to kind of reach this new long tail
the concern in the market is that Meta could find a way to bid deterministically and opt out ATC traffic with their audience graph
Where are you finding the most success? Which platforms are you finding the most success in leveraging to acquire customers today?
Do you think that might be manifesting sooner than expected? And did it contribute to third quarter results?
Would you be interested in those assets if they were available?
Is that live on October 1? Or is October 1 a version of the product that has credit card, that has measurement, but then we add kind of the AI stuff later
Can you maybe help us understand how big that list of advertisers is?
how do you think about the potential impact on the business from an ad spend perspective?
how do you think about kind of the amount of spend growth the current supply base that kind of the mobile game environment or ecosystem has today could absorb?
The repurchase, $700 million. I think that was the largest repurchase in the last several quarters. Was that a function of the pressure on the stock
As Airo Plus grows, how do you think about what products get, I guess, are in the bundle or in kind of the direct monetization bundle Airo Plus versus what products are given away
How do you think about, you know, potentially adding a third-party AI products to that subscription tier over time?
Do you think you have the product -- the right product market fit with this initiative? Or are you open to making changes to make it a little more appealing to advertisers?
what is the level of confidence that the newer cohort of gamers will graduate into more premium triple a experiences over time
could you maybe refresh our understanding of what makes a studio appealing to Take-Two?
is it possible or are you maybe starting to feel like we're entering a more positive cycle for industry growth?