Cory Carpenter

you alluded to, I think, an unlock that you saw a couple of weeks ago in the e-commerce business. Anything you can elaborate on

Could you just talk about some of the assumptions you're making in that outlook and the trends you're seeing so far in the year

There's been some significant changes to App Store economics following the Apple-Epic ruling a few months ago

What do you think drove that? And kind of are you still expecting kind of a similar cadence through the year as you described 3 months ago?

has that come up at all in your conversations with carriers? Or are you thinking about potential that could or could not impact their spend through the year?

an update on where you're at and the progress you've made with the AI bidding and some of the smart campaign and subscription products

how long do you expect those to impact VMM margins? And do you ultimately expect them to run at parity with your other channels?

Do you think that impacted carrier budgets in 2Q? And are you incorporating any potential impact from that in 3Q?

You made a comment in the prepared remarks about maintaining some of the one-on-one consent changes, despite the order being staged. Hoping you could kind of elaborate on that

you talked about an expectation for carriers to enter the year kind of with a more prudent start

how much visibility do you have into year-end budgets at this point in the cycle?

could you just talk more about your decision to scale back the under-65 business?

the P&C comments you made around pricing, moderating in 4Q and offsetting seasonality

What gives you confidence in the return to DAU growth that quarter?

what your early learnings have been in rewarded video. How big a push or priority do you plan to make that in 2026?

what do you attribute all these viral hits happening in a really compacted sort of time frame to?

if that's something that you'd expect to be perhaps a meaningful contributor to bookings this year?

frame your plans for the ad business this year and any help you can give on quantifying the ad contribution

how do you think AI could impact the streaming landscape? And what do you think it means for Roku?

hoping you could expand on the trends you saw this quarter in the platform business

what's giving you confidence in reiterating the full year Platform guide and EBITDA guide

hoping you could expand a bit on the trends you saw in the quarter think they moderated, you said in the prepared remarks, a little more than you expected

just given remains a pretty big debate among investors, it would helpful to hear your latest views just around what you are seeing in AI

now that we have more details on the Switch 2 that have been released and confirmed, just curious how you think about the opportunity

could you just expand a bit on the NBA game changes the team has made that are resonating with the players

Hoping you could elaborate a bit on your decision to sell Private Division

your expectation for strong growth in EBITDA margins over the coming years