Mayank Tandon

you talked about the buyback program, but does this also potentially open up maybe more appetite for M&A?

What is the potential bull case to that? What I'm curious is California, a potential positive catalyst that could drive upside?

Is that an organic target? Or would you also factor in M&A to get to that level?

is that going to come from eventually maybe a little bit of an improvement in B&M when some of these maybe advertising pressures abate? Or would it be more heavily weighted towards operating levera...

Could you maybe just give us a little bit more on how you think about the growth coming organically? Are you including M&A opportunities

could you just remind us of the seasonality just so that we get our model straight

Capital allocation, obviously you are in a very good spot with your balance sheet and cash flow. What are you thinking in terms of priorities for use of cash?

could you talk about the penetration of the budget within your top five customers, for example? You know, how much more headroom to grow

could you unpack the growth between traffic and RPQR? And just would be curious to hear your thoughts on monetization

any thoughts, Joseph, around capital allocation? I know you've done M&A in the past. What is your thought process around potential acquisitions and use of cash?