Loading…
Loading…
can you talk about early learnings from the AI search experience? What are the early learnings?
Will it look more like Booking where you're searching for lodging and there will be both homes and hotels all co-mingled?
could you talk a little bit about your vision for loyalty and how that spans across the different products and services
I wanted to just press a little bit more, Brian, on the idea of reaccelerating the business
do you anticipate -- there's -- it seems like there's going to need to be a choice made whether to be open to agents
Do you expect maybe more flexibility in ADRs and room night prices on Airbnb's relative to hotels in a period of weaker consumer spending
How should we think about that fixed versus variable component in 2026 and beyond?
would you expect to see maybe more volatility or more variability in ADRs on alternative accommodations relative to hotels
if you're seeing that behavior already and you expect that throughout the year
Any early take you could give us on the balance between investments and margins beyond '26
could you provide some color on what you see in the cohort data that gives you the confidence in continued robust core U.S. restaurant growth
could you just talk a little bit more about entering into some of these markets in a number two or number three position
Could you speak, please, to the roadmap for the next 10, 12 to 24 months?
how you see the Dasher supply environment and how you think it may evolve throughout the year?
were there any meaningful changes in customers or partners either in 1Q or as you look into the second quarter?
Could I want to stick on the B2B side. You talk about any kind of concentration or any specific drivers that is driven that continues to drive the robust growth you see there?
could you talk about the evolving kind of competitive dynamics, maybe as some would characterize it as a bit more mature.
could you speak about how your verticalized capabilities enable you to navigate a complicated supply chain
do you see future use cases where certain consumer use cases are more effectively monetized via subscriptions
how you are evolving your views on the monetization of AI search activity
what gives you confidence that it will also grow the addressable market for marketing activity
clarify your back half outlook
should we think of these as distinct experiences
how should we think about the future monetization opportunity of Gemini
You talked about health and wellness and shopping. Can I dive a little bit -- ask you to dive a little deeper into the latter on the shopping and commerce side.
how much visibility do you think you have to kind of the growth trajectory on the core business? You continue to grow at basically double the pace of the industry
how critical is it for Meta to have a leading general-purpose model or is there a sufficient capability in a model that really excels at specific use cases?
Could you talk about are you seeing any signs of diminishing returns to those investments? And do you think do you have visibility beyond '26 into further opportunities there?
as you think about with the -- hopefully, a leading frontier model next year in hand, could you talk about where you think the value will accrue in this evolving ecosystem? Will it be with the plat...
What does the revised CapEx outlook for this year for '25 mean about future years? Does it mean anything, or you talked about this being an acceleration
How should we think about the timing of AI capabilities necessary to drive WhatsApp for business adoption in higher cost -- higher labor cost labor markets?
Could you talk a little bit about the constraints you're seeing or where you're seeing constraints, either internally resources planning or externally
as we think about future needs for hiring, could you just give us a sense of how we should think about that? You announced the performance-related reductions earlier
can you talk about the key milestones maybe over the next 12 to 18 months to really accelerate adoption
When do you see software-enabled AV solutions as a scale commercial option
could you talk about the impact potentially on mobility margins in the second half of this year and beyond