RDDT
Internet Content & Information · Communication Services
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Tom Champion is recorded as Analyst at Piper Sandler. Tom Champion has spoken on 14 earnings calls across 7 companies, most recently for Ebay Inc on August 5, 2026. Those appearances were for Reddit, Inc. (RDDT), Ebay Inc (EBAY), Expedia Group, Inc. (EXPE), DoorDash, Inc. (DASH), People Inc (PPLI) and 2 other companies. The companies whose calls Tom Champion spoke on are classified in the Communication Services and Consumer Cyclical sectors.
“Jamie, maybe to begin with you, it's been quite a journey in GMB growth from post-COVID to now. And I'm just curious if you could take a step back and frame for us what you think the GMB growth opportunity is, maybe on a longer-term basis?”
“Ravi, I'd just be curious about your big picture view on AI spending and the ROI that you're seeing. And I'm curious if it's impacted your future hiring plans at all.”
“You referenced the old acquisition model is no longer viable in your introductory remarks. And I'm just curious if you could elaborate on why that's the case and maybe what's structurally changed in the market.”
“Jen, what drove the strength in the ads business this quarter? And then for Steve, as you think about 2Q and early 3Q, what do you want investors to understand about the trend in user growth and your ability to drive high-quality users to Reddit?”
“Just curious if you could talk about the monetization trends between U.S. logged in and logged out users. Just curious if those are converging at all? And then maybe for Jen, just any thoughts on the ad market?”
Piper Sandler
Analyst
Transcript header (unverified)
RDDT
Internet Content & Information · Communication Services
EBAY
Internet Retail · Consumer Cyclical
EXPE
Travel Services · Consumer Cyclical
DASH
Internet Retail · Consumer Cyclical
PPLI
Internet Content & Information · Communication Services
ROKU
Entertainment · Communication Services
SNAP
Internet Content & Information · Communication Services