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which of the newer categories would you say are signaling the strongest early traction and maybe even unit economics
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
what are your current thoughts on sources of capital for the build-out over the next couple of years?
is it fair to say that there's a more concerted effort to move into the application layer with Kiro and Transform
the trend between incremental AI demand from earlier adopters and larger AWS customers
where you see the most opportunity for the technology internally, both in terms of product
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
How do you capture that momentum on a long-term basis? Obviously, there's a lot of content involved in community
the broader opportunities in connecting video games with sports data, sports information and live sports, how should we think about the cadence
you talked about higher engagement of eBay Live buyers, and I was hoping you could perhaps explain a little bit more
curious if you're seeing, Jamie, any changes in the competitive environment in key markets
what sort of user behavior changes are you expecting as this rolls out on the buyer side
how important the active and enthusiast buyer base will be in maintaining that level of growth as you look out beyond this year
does the performance year-to-date at all change your outlook for the medium and long-term growth potential of the marketplace
I was just curious in the view on Agentic Commerce and ultimately, how that [indiscernible]
Did that have a material impact on trading card selection and volumes?
on advertising as a follow-up and the uptick in the penetration rate. Is that some of the newer ad formats driving that
as the competitive landscape continues to evolve, what are you seeing in terms of early engagement signals there?
What adoption trends are you seeing within the mid-market and SMB segments?
could you maybe walk through in a little more detail the puts and takes on the adjusted EBITDA outlook for the year
how you envision that functionality ultimately contributing to broader user engagement and monetization
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 see an opportunity to shift the perception that some advertisers still have of Reddit, Inc. as more of a niche content platform rather than an essential full funnel opportunity
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
any update to how your studios are deploying AI tools internally
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
The improvement in GTA performance versus being down in Q1, is that timing around the summer?
I'd be curious to hear maybe your thoughts of if those forces could perhaps unlock more development, more new IP?
have you found any early success cross-selling the ads product with it so far? And how might it be able to open the door to other new or expanded partnerships?
how materially different those interactions are in terms of conversion into paid leads and book jobs
are these partnerships generating mostly referral traffic, off-platform monetization?
on the restaurant side of the business, you've been calling out the pressure from the food delivery providers
how are you thinking about the ability for the Yelp Assistant to open some more activity here?
how you think about kind of sustainable long-term growth there. Is the category growing at, you know, 5%