Zach Cummins

are you anticipating kind of a broadening of contribution that you see from your carrier base this year?

can you give us a sense if you've seen any meaningful changes in the traffic that's coming on to your platform since we've seen more of an emergence with these large LLM platforms?

just curious what you're hearing from some of these partners and how they're thinking about deploying budgets as we move into 2026

Is there any way to break out kind of the anticipated impact that you're seeing to VMM in Q4 as a result of these channels?

if there is any interesting M&A that you're considering at this juncture?

It sounded like you had one major carrier that really ramped up spend, while another was more so in a defensive mode here in Q2. So any additional context

are you assuming any pickup from more challenged states like California or New York, or meaningful pickup from other maybe lagging carriers

Can you talk about just some of the results you are seeing there, especially after you've rolled out your new platform on the agency side?

I was just curious of some of the feedback that you've been getting from carriers. From my understanding, some carriers are still wanting to maintain some of those standards

can you speak to the feedback you've been getting from just the broader set of carriers as they go into 2025?

could just talk a little bit more about the spending trends you're seeing broadly among your auto insurance carriers.

just curious of maybe the spending levels or potential intent to spend across your entire carrier base

can you give us a sense of how that performed on a sequential basis versus Q2?

can you comment on any potential impact, especially on the margin side that you had around implementation

can you talk about what really drove the strong growth we saw here in Q1?