Andrew Boone

can you help us understand how you guys are thinking about marketing? What happened in 2Q?

What should we be thinking about or considering before you guys start to think about capital returns

I guess just from a higher level, why is that the right decision versus investing into labor?

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

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

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

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

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

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

how that manifests back into GMV

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

Do you guys need to do anything different in terms of the content that is on the platform to really get to the scale

Can you just unpack the success that you are seeing with SMBs?

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?

how we should be thinking about the cross-sell in terms of the advertising business

how the business model has to evolve as AI just becomes more of the centralized piece of Unity?

you talked about the Developer Data Framework and kind of layering that into the model in 2026.

you spoke about empowering any creator, not just software developers.

Can you just speak to the trajectory of the improvements to the model that we should be expecting for the back half of the year?

can you talk about the opportunity to better integrate data sources into the ad stack?