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how should we think about that costs potentially scaling up? Do you feel like you have the right number of people in place right now
Could you talk more about the behavior of the guests who are booking primarily in app versus those who are arriving through the web?
where you saw friction points on the prior tech stack and how you think this new new tech stack really positions you
launched workplace catering for DoorDash for Business. Can you talk more about how you are thinking about that opportunity
I'd love to hear more about how you're evolving the ad product this year and some of the key stats
what type of efficiencies, if any, you're seeing from that and how that might fit with the broader replatforming
How do you think gaming could change the time members spend with Netflix, Inc. each day?
Could you please talk about your generative AI initiatives? Where do you think GenAI will be most impactful
What are the key steps to solving ad content recommendations or relevance, and which inning do you believe
What are the key steps to competing more with short-form video platforms for engagement?
Can you update us on that progress, particularly with the SMBs and discuss how Performance+ adoption
Given UCAN is a more established market, how much more runway do you have to drive further engagement growth here?
Could you expand some more on just what Agentic commerce means for Pinterest and the steps to get there?
I'd love to hear you expand around just some of the investments you're making to really succeed in this new era?
could you expand a little bit more on how visual search and other product initiatives can keep that engagement going?
I was hoping to hear about how you are thinking about the role of Roku, Inc. Originals today.
Could you expand a little bit more on what this new home screen means for the business?
How does that change your conversation with content providers, just given that reach?
How should we think about that flywheel playing out and what it means for KPIs? And then just a quick one for Jeff. How do you balance the benefits of AI versus rising token costs?
How is this thing deployed at Snap today? And how should we think about potential benefits
how are you thinking about the right level of pricing and take rate from here?
I'm curious to hear more about investment priorities against that 40% EBITDA margin target
could you talk a little bit more about just how you've seen competitive pressure evolve across the DSP landscape and just your expectations on how spend will kind of get back to historical cadences...
could you walk us through some of the more impactful changes in talent, where you see some green shoots? And then what areas in the organization you believe still need some more work?
could you please elaborate on the progress with Kokai, both from a product perspective and from the engineering changes you made late last year? And then related to that, can you also talk about th...
how did you think about that in your Q2 guidance? And how are you managing the business into the back half of the year
how do you view the company's potential to sustain a 20% plus compound growth rate over the next several years