Andy Boone

Can you talk about maybe moving some of your maybe lower-performing IRCs more towards best-in-class performance just through more centralized planning

How do you think about the guardrails of expanding same-day delivery? How do you guys think about making sure that rollout is smooth?

what are the biggest opportunities that you have to increase automation as you do gain scale? Like what are the key variable costs that you guys can really drive down

Mark, I know you called out the onetime $100 benefit. But is there anything else you can help us understand there?

Should we expect GOV to kind of grow when we just grow into this higher fixed cost?

is there any detail that you can provide us in terms of the graduation of customers into the Sunday Shop

Can you talk to us about the path and maybe the visibility that you have to breakeven?

now gross adds were higher year-to-date versus 2024. Can you guys just talk about the opportunity

Can you guys just help unpack what are the improvements you guys are making in that business?

Is that new verticals? Is that wider cohorts that you guys talked about maybe a year ago

Can we just step back and talk about the efficiency in which you guys are driving demand? Was there incremental pressure there?

Can you just speak to your vision for DashPass, and how do you see that evolving over the next couple of years?

I wanted to ask about advertising strength in the quarter. It surprised us in terms of the strength that you guys saw

Can you guys just unpack that and help us understand kind of what exactly that means

how that manifests back into GMV

I wanted to ask about your shopping ads. What do you need to do from either a tool or an ad format perspective to grow that vertical faster?

I wanted to go back to logged-out users and talk about users that are coming in from search. Can you guys talk about the product road map of improving that experience?

you talked about reaching self-sustaining international markets. Can you talk a little bit about where you are in that progress?

I wanted to ask about pricing, just given the fact that this is the first time this has really come through as a part of revenue growth

Can you just help us understand the guardrails and what you're seeing in terms of the efficiency of that spend?