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Can you just give any updates on how those are progressing? And are they already building tailwinds to VMM?
maybe a little bit more on just what your aspirations are for growing home?
Just curious if there's any learnings as far as how EverQuote competes in a new market and how you've gone through that transition
do you feel you're now at a critical mass with those products that you brought to market?
Is that predicated on guide? Or I'm just curious what you are assuming in the balance of Q4 here, what's baked into the guide?
I'm just curious what your take is on that, if there's any impact, if that kind of takes away from budget that historically could go into performance marketing
With the combined ratios of the carriers tracking so much below their targets right now, I'm just curious what your sense is for a similar budget flush
if you've seen any greater competition for leads, if you think that's creating any more volatility or any more pressure on VMM
I wanted to ask about VMM. You're guiding to a little bit of a step up. And I'm curious if you can quantify how much the impact was in Q1 from TCPA
if there are external factors as you go across 2025, as we've started to hear maybe like more media owners investing in traffic acquisition
Just wondering if you can maybe bifurcate your outlook across the local agent versus the direct market, especially now that TCPA has been vacated
You had a very healthy step-up in revenue there. Wondering if you can just talk about the performance
Doug, can you talk more about the AI actions that you've taken in the quarter?
how are these tracking, and when do you think these initiatives can get to the point of scale
if you can give some more details on the media investments that you made in the quarter, how those are performing.
any notable takeaways kind of in this period of time that it seems like the industry was operating under TCPA compliance.
What's changed over the last quarter? Are you seeing more carriers participating in the market
what that looks like through the lens of the consumer. Like how does this evolve
sticking with Hatch on a follow-up. Just curious what that cross-sell looks like for Hatch services.
the strong demand for data licensing products, particularly in AI search
what benefits might you expect to see, whether it's a CPC uplift or more resilient ad spend?
just on the Yelp Assistant, adoption was very strong again despite, as you noted, a lower paid search budget
can you just kind of walk through the drivers of the CPC growth that you saw?
with that representing 20% of that business today, where do you think that can go over time?