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how you're thinking about the increase in price for memory and storage and just the supply chain inflation we're seeing
how do you view that if agents would be the ones taking action to shop
just overall EBITDA growth, where now we are in the back half of this year and in the light of investments this year
how you envision your product developing over the next 12 to 24 months as you integrate more of agentic and AI capability
how do you think about travel as an adjacency with Uber partnering with Expedia
how should we be thinking, there's a lot of maybe debate that's going on in terms of the level of investments not only in 2026, but to the degree that it may continue into 2027
competitive intensity globally and specifically in Europe, if you're seeing anything different
Could you please talk about where you're planning to invest as it relates to Deliveroo
Could you please talk about where you are in terms of expanding your robots and your third-party partnerships?
could you please share your thoughts on how you're thinking about scaling the on- platform and off-site ads opportunity
could you perhaps point to some specific examples around what you did on personalization and what specifically drove strength
with DoorDash Wolt and Deliveroo what the combined share is as it stands in your 40 markets?
How are you positioning yourself for the rest of the year in terms of what you could do as it relates to pricing
Could you please talk about contribution profit margins, especially in your international markets
how do you think about 2025 and 2026? What are some of your goal posts for this year
when we think about EPS growth, could you please talk about the puts and takes
what is your view on eBay's position in agentic commerce as it relates to shoppers perhaps potentially moving to these AI platforms
ad revenue has been growing pretty nicely. How do you think about durability of this revenue segment
is it fair to think of it as increasing penetration of focus categories plus benefits of horizontal initiatives
how would you characterize the health of consumer today from your vantage point
what are your thoughts on leaning more aggressively on marketing spend to gain greater share
is it fair to think that as TPU sales scale you'd build merchant silicon business with a software stack
specifically what is driving engagement strength? It's continued to remain strong, particularly among Gen Z
Could you please talk to your view on the evolving regulatory environment and the focus on online safety for younger folks
if you could please talk about your relationship with Magnite
Can you please give us an update on your strategy for third-party demand?
What are you most excited about in terms of the magnitude of the impact
any change in behavior or engagement levels for those who have completed a check or if not yet.
Could you please talk about the rate of margin improvement through the year?
How should we think about the economics evolving and the competitive dynamics evolving as we think about agentic commerce and your role in laying out the infrastructure?
Could you please talk about how you view the runway for that 3% to grow?
could you please talk to your conviction level on keeping infrastructure costs basically flat next year?
Could you please comment on the overall demand environment as you see it for both across brand and DR?
how fast is it growing, what does the competitive landscape look like there, and how do you view consolidation
Dara, could you please talk about your affordability efforts? In your letter, you talked to four key areas, and affordability was one of them
Could you just please expand on your broader AI strategy and what early incrementality you're unlocking
what is RepairPal's contribution that's baked into your guide for Q1 and for full-year revenue?