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how you think investors will be able to see that
Does this mean that maybe we don't -- you no longer need to Amazon Fresh stores
Could you just disclose the backlog number? And then in the past, I know you've talked about the supply constraints and hoping that they will sort of resolve themselves by the back half of the year...
So, Brian, that's $100 billion CapEx we should think about in 2025. And then, Andy, were there any—so would you describe that AWS growth as being currently moderated down by supply constraints
Could you just talk about that a little bit more? Was there something that you saw in particular that made you want to lean in
Has that now become a material, let's say, a double-digit percent of your performance marketing coming from there
It was our fastest-growing region for the previous quarter, which we reported. So all in all good things there
When do you think that will come out and the average person coming to Priceline and the booking will actually be able to use the tool
Is there something that’s caused the opportunity to become more attractive than at other points in the past
just give us a sense of what inning we are in terms of the growth of airline as a product in the booking portfolio
could you talk a little bit about the operator experience you have, anything you'd disclose on the economics
that 9% year over year growth
Does it seem as certain or as uncertain as it was last year
is that still your view that you've got enough levers
Meta AI, any update on what you're seeing there in terms of engagement and usage and do you think you're just starting to be able to apply improvements to that specific functionality?
when you think about -- I know you generally like to roll out and then deepen engagement and then later think about monetization. Like where do you think you are on that path now?
they've been very consistent, whatever, $4 billion a quarter for quite some time. Is there -- is there light at the end of the tunnel?
I think you called out the China-based retailers as one sort of potentially soft advertising vertical. Anything else you'd call out?
the lessons that you've drawn from that and your level of confidence that the value you're creating for your customers will allow you from time to time to take more pricing actions
Just how do you think about headcount going forward? Do you think you've got enough operational efficiencies that we should expect relatively modest headcount growth
your willingness to deploy capital into AV fleets like how capital -- any changes in your thinking about how capital intensively
go through a couple of factors. The biggest reasons for confidence in that acceleration
who do you think in the marketplace is closest to Waymo now in terms of having the ability to roll out at decent scale a true AV experience
do you feel like that’s mostly behind you now? Just talk about where you think ongoing leverage against insurance costs are