APP
Advertising Agencies · Communication Services
Analyst
William Blair
Equibles does not estimate personal net worth.
Ralph Shacker is recorded as Analyst at William Blair. Ralph Shacker has spoken on 14 earnings calls across 7 companies, most recently for Nerdwallet, Inc. on November 5, 2026. Those appearances were for AppLovin Corp (APP), EverQuote, Inc. (EVER), Nerdwallet, Inc. (NRDS), 1stdibs.com, Inc. (DIBS), Dolby Laboratories, Inc. (DLB) and 2 other companies. The companies whose calls Ralph Shacker spoke on are classified in the Communication Services, Industrials and Technology sectors.
“First, just on the SEO headwinds that you called out, can you maybe kind of speak to the relative headwinds you're seeing, I guess, in Q3 versus what you've experienced through the year?”
“Adam, in the talk track, you talked about a reference. This model step change is as big as Axon 2.0, I think you said. I'm just curious, is it fair to think of this as an Axon 3.0?”
“Jamie, maybe just to kind of kick it off, maybe at a high level, can you walk us through how you see the workflow? Let's say I go to an agent such as Muse or something similar, and I don't know, maybe a simple query, like I want to lower my auto insurance and maybe get a little bit more details.”
“Just maybe to start on the model improvements, I'm guessing you've kind of seen this before, but just any sense of why you didn't get the model uplift that you would have expected in the quarter?”
“First question, just on GMV growth that you noted that should return by the fourth quarter. Can you just remind us, do you need a change in the macro conditions or can you deliver that growth in the current market environment?”
William Blair
Analyst
Transcript header (unverified)
APP
Advertising Agencies · Communication Services
EVER
Internet Content & Information · Communication Services
NRDS
Internet Content & Information · Communication Services
DIBS
Internet Content & Information · Communication Services
Specialty Business Services · Industrials
DUOL
Software - Application · Technology
SEAT
Internet Content & Information · Communication Services