Loading…
Loading…
Are those customers getting as many new features and updates as the consumer side?
If you break it down, is that from newer cohorts that onboarded since 4Q last year or from a more mature cohorts?
Do you view AXON for e-commerce, the creative format and the overall flow with the end cars and elements as an area of differentiation?
Where do you rank among the growth drivers? Where do you rank that among the growth drivers for your overall performance now?
can you maybe talk a bit more about your current cohort, how they have been performed in 3Q?
how do you view the size of the U.S. market versus international when it comes to your ideal target customer in the near term?
has your view changed on who can have access first to the self-serve dashboard?
do you expect market share gain on mediation? And how will the additional supply over time help the gaming business?
Since you took oversight of the HR function last quarter, what are the changes you can talk about on recruiting, streamlining the operation?
you haven't raised the CapEx plan despite the two new agreements
Can you maybe comment on whether those studios have benefited from the local government policy that favors developers that was released this year
Is it primarily GTA Online? Or do you see still the full game getting substantial playing hours per user or MAUs?
Can you talk about the premium SKU mix in NBA this year? How much is it higher than previous years?
would you, at most times, sacrifice the potential addressable player base to prioritize on the quality of the game
Is there any change to that view? Do you feel that there are players that you are currently not accessing by not putting content on Roblox?
Can you talk about the internal royalties in the COGS breakdown, a good increase on a year-over-year and quarter-over-quarter basis