Mark Mahaney

what's a realistic expectation for when hotels will be big enough to actually start moving the needle in terms of that revenue growth acceleration?

what have you seen so far? What do you think would be success in terms of, I don't know, an attach rate?

in terms of the core accommodations unit growth, I think you're investing to get back to double-digit unit growth

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

have you seen any quantitative evidence that in this year, 1.5 years you've had with Penny

That low teens growth you had in room nights in Q1 was the strongest maybe we've ever seen or it's been a while

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

I'll ask a question about Deliveroo. You've had now 3 quarters in a row of kind of accelerating growth

You talked about how you accelerated the year-over-year growth in total orders for Deliveroo in the December quarter

Can you just talk about what you think is kind of a minimum level of cash you want to run the business with going forward

How far do you think you can extend SevenRooms or that idea to the rest of your customer base?

the impact of World Cup in Q2 and Q3, was it material at all to Expedia?

could you just talk about the product or the features that you would want to try to roll out or are rolling out in order to really enhance the travel planning process on Expedia.

Just talk about what the sources are of a big picture in the next couple of years, what are the biggest sources of margin expansion?

which areas do you think that you've been able to -- have been most improved over the last year? And where do you feel like the real laggard still are

the recovery that you've seen, the improvement recovery for HCOM and and the ongoing improvement for for Vrbo

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?

I think you called out the China-based retailers as one sort of potentially soft advertising vertical. Anything else you'd call out?

Any expectations you wanna set as to when we will get you will get we will get resolution on licensing

You talked about these headwinds in search referrals late in the quarter. Just put some context around this.

I imagine there's a series of metrics that you track internally that track engagement. Can you just talk about those at least qualitatively

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

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

stock-based compensation coming down. Just any color on the why?

does that mean that the headcount kind of pace should slow from what we saw in that -- in the March quarter?

you talked about this 20-point improvement across key KPIs for campaigns running in Kokai. Is that -- is there a snowball element to that?

what factors would most contribute to a reacceleration in revenue at some point

you mentioned senior leadership that you want to hire. So can you brief on that a little bit? Like in what areas

steadily returning to a more normalized level of activity in terms of the capital allocation share repurchases

is there anything you could kind of quantify there about how much better the Uber process from a consumer perspective

go through a couple of factors. The biggest reasons for confidence in that acceleration

your willingness to deploy capital into AV fleets like how capital -- any changes in your thinking about how capital intensively

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