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how is that changing as you look out into '26?
how would you characterize in the first quarter and maybe here in the second quarter, the kind of supply/demand imbalance that you talked about before around AI workloads?
Can we get an update on the Storefront software business and how SevenRooms and kind of the CRM part of it might be kind of accelerating
When we kind of see the benefits starting to show up? Is this going to be like a continuous thing in '26 onwards?
how do you see the overall landscape in Europe evolving next year on the back of all of this?
I assume that the $200 million of EBITDA is reflecting that investment and the platform consolidation investment
what's the bigger opportunity to increase the 7% frequency or the 12% penetration?
how is like combining eBay and Depop potentially going to advance the cause on like U.K. and Australia
how you're thinking about like the growth cadence throughout the year and some of the like durable versus nondurable
fashion sounds like that's one of the next kind of reskin focus categories. How big could that be in terms of the opportunity
it didn't sound like given that ASP grew in the second quarter that there was any like a natural benefit from Temu
do you have any sense of how much of those sellers' products do get sourced from China?
how do you see eBay holding up in a recession scenario this time around versus maybe other times in the past
are op margins -- non-GAAP op margins going up or are they flat
The U.K. C2C growth acceleration, how does that map to what you saw in Germany in the first few months
How do you see the price and volume kind of growth trends for core AdWords evolving
usage and retention of native Gemini
how new products from the monetization side, like AI Max, are potentially increasing the percent of commercial queries
How do you feel about your ability to drive CTR going forward
Gemini has 35 million DAUs
How much more efficient do you think you guys are
there's a lot of new consumer applications kind of cropping up everything from like an OpenClaude to something a little bit more consumer friendly
Mark, you mentioned bringing Horizon World into mobile. We haven't heard much from the Horizon World squad on these calls. So interesting that that's making it in
How are you setting up your new team in terms of achieving those types of goals versus products that can generate revenue for Meta kind of right out of the gate
when do you kind of see some of this constraint being eased back? And more broadly, we're kind of three years past the IDFA impact to your business
as the industry moves from chat to agentic behavior and more commercial intent moves into these AI products? I guess how are you thinking about monetization potential for Meta AI?
what are some of the areas that you are looking into for new work, new earning potential
could we put a dollar amount on the vehicle commitment from these OEM partnership deals over the next few years
how much of the restaurant margin being way up there is because of advertising, just because of time in market and the usual retention cadence