Colin Sebastian

the acceleration of first-time bookers, maybe the regions or demographics that are driving that expansion

could you talk about what impact that has on the time frame for other initiatives that you've mentioned before, like loyalty or even advertising?

if you have any more color on the impact or observations on the way homes or nights are booked from the app following the redesign

I'm curious if that's more of the result of your performance to date or is that more about what's to come in in terms of putting more distance

where you see the most opportunity for the technology internally, both in terms of product

the trend between incremental AI demand from earlier adopters and larger AWS customers

How much of this acceleration is driven by core infrastructure versus AI workload monetization?

with respect to the International segment and the progress in both revenues and margins. I was hoping you could add maybe some color on the drivers of each of those and the sustainability of the im...

I was curious what live services growth was in the quarter, excluding Apex? Sorry if I missed that earlier

the broader opportunities in connecting video games with sports data, sports information and live sports, how should we think about the cadence

How do you capture that momentum on a long-term basis? Obviously, there's a lot of content involved in community

what sort of user behavior changes are you expecting as this rolls out on the buyer side

curious if you're seeing, Jamie, any changes in the competitive environment in key markets

does the performance year-to-date at all change your outlook for the medium and long-term growth potential of the marketplace

how important the active and enthusiast buyer base will be in maintaining that level of growth as you look out beyond this year

I was just curious in the view on Agentic Commerce and ultimately, how that [indiscernible]

on advertising as a follow-up and the uptick in the penetration rate. Is that some of the newer ad formats driving that

Did that have a material impact on trading card selection and volumes?

any update on Fastlane in terms of the rollout and adoption there? And if you're able to measure any uplift in volumes from that so far

the ability to use AI for more operating efficiency. And are those initiatives that are requiring some incremental investment near-term

do you envision Shopify taking even more share or share at a faster rate going forward?

do you foresee any changes in Shopify's ability to monetize at a consistent rate on transactions that are running through AI surfaces and agents that ultimately run on UCP

just curious on any initial observations from those transactions. I guess how quickly you'd expect incremental contribution from -- or versus other channels?

what's maybe the ultimate vision here for the buyer-facing platform? You're seeing a lot of traction. It seems like there are lots of opportunities to add functionality

The number of the installed base of hardware may not be as high in the in this current generation, as it might otherwise have been

how are you guys thinking about capital allocation between returning to shareholders versus other uses

Maybe you could expand a bit on the SafeHouse expansion in terms of driving higher levels of engagement

I'm curious if there are any common denominators across NBA mobile, other titles where you're seeing that strength?

hoping you could maybe drill down on that a bit in terms of what's working in this environment

I'd be curious to hear maybe your thoughts of if those forces could perhaps unlock more development, more new IP?

The improvement in GTA performance versus being down in Q1, is that timing around the summer?