Ralph Schackart

anything you're hearing out there, particularly probably the e-comm customers or advertisers

Was it sort of like consistent with other unlocks that you've seen before? Was it different maybe in order of magnitude?

I think historically, you've talked about e-com being around 10% or so of the business for this year

could this be a pretty material impact to the overall business?

do you expect them to come with substantial budgets that you describe a line out the door?

Is that still the right sort of framing for the model?

can you just maybe give a sense this quarter what you saw in terms of model enhancements and how much that may have been an additive to the growth

Do you still -- I think before you've talked about it contributing to be a material contribution in 2025. Just curious if you still think that's true

Is it reasonable to see that these levels could persist for the remainder of the year?

Can you maybe talk about the shopping levels or sort of some of the search traffic you're seeing given elevated insurance costs?

how you see AI agents sort of progressing within sort of your platform and maybe more broadly within the P&C market?

Just any more color you can provide without disclosing exact products for competitive reasons. But just conceptually, just trying to figure out where you're focused on product innovation

would you sort of categorize this as sort of typical, I guess, pressures you've seen before and would have to build workarounds for? Or is there something different

Maybe just give us a sense of where you are in that adoption and as more adopt the Smart Campaigns product

as you think about kind of the home and renters opportunity, does that allow you to kind of focus on this a little bit more

maybe some more color you could provide just in terms of how we should think about it, both from your carrier partner side, as well as the consumer side