Loading…
Loading…
how your affordability initiatives are being directed to restaurant versus grocery and domestic versus international?
when we should expect pricing to be reimplemented at Websites + Marketing, specifically, and whether you can quantify how much of the historical ARPU accretion
Could you break down the unit economics there? Like what's the average transaction size? How much of that earn rate is coming from credit top-ups versus the initial plan purchase.
Just hoping you could maybe share some there and perhaps relative ARPU that you're seeing. And then when do you expect to formally GA Airo.ai
Can you just maybe differentiate between pricing and bundling versus perhaps GPV impacts that you saw on A&C bookings growth.
Is there any considerations we should have there in terms of how that may or may not impact gross margin?
is the forward acceleration more dependent today on new product adoption versus pricing and bundling
aftermarket, you had a nice acceleration in 4Q, and I'm just curious what drove that. And what your assumptions are with aftermarket in 1Q and for 25.
I'm curious what your A and C and core platform adjusted EBITDA margin expectations are for 25.
is there a longer-term strategy in terms of a piece of that you want? Maybe if you could talk a little bit about that
noticing that the '23 cohort accelerated in terms of its contribution to GMV accelerated quite a bit into '24 relative to what you saw from the '22 cohort
I'm just curious if there's any agency-related weakness outside of macro that might account for that deceleration