Travel Services · Consumer Cyclical
Mark Mahaney
Analyst
Evercore
Analyst
Evercore ISI
Equibles does not estimate personal net worth.
About Mark Mahaney
Mark Mahaney is recorded as Analyst at Evercore and Analyst at Evercore ISI. Mark Mahaney has spoken on 52 earnings calls and 7 other investor events across 26 companies, most recently for StubHub Holdings, Inc. on August 12, 2026. Those appearances were for Booking Holdings Inc. (BKNG), Expedia Group, Inc. (EXPE), Hims & Hers Health, Inc. (HIMS), Uber Technologies, Inc (UBER), StubHub Holdings, Inc. (STUB) and 21 other companies. The companies whose calls Mark Mahaney spoke on are classified in the Consumer Cyclical, Healthcare, Technology and Communication Services sectors.
Mark Mahaney on recent calls
“So just maybe drill on that a little bit more. Why aren't we seeing, it looks like you're going to maybe even have a negative year-over-year quarter in GMS in the back half of the year, why that would be.”
“Just on the eucalyptus contribution in the back half of the year, first to the EBITDA, kind of shading down or cut in the full year guidance.”
“Could you spend a little bit more time on Japan and what specifically you need to do to return Japan to growth? And then I'm sorry if you had mentioned this earlier or not.”
“Your comment about video call functionality. I'm sorry, Luis, were you saying that you could to make it available to all Duolingo users or all super subscribers?”
“There's this line in here about AI making Uber more intuitive for consumers. I absolutely would think that AI is leading to greater personalization across a series of services, and it would show up in, you know, kind of better conversion rates, you know, more spend per consumer, et cetera.”
Affiliation history
-
Evercore
Analyst
Source not stated
Current -
Evercore ISI
Analyst
Source not stated
Current
Company network
EXPE
Travel Services · Consumer Cyclical
Drug Manufacturers - Specialty & Generic · Healthcare
Software - Application · Technology
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services
PTRN
Internet Retail · Consumer Cyclical
DUOL
Software - Application · Technology
IBTA
Software - Application · Technology
RDDT
Internet Content & Information · Communication Services
CHWY
Internet Retail · Consumer Cyclical
DASH
Internet Retail · Consumer Cyclical
MNTN
Software - Application · Technology
Internet Content & Information · Communication Services
TTD
Advertising Agencies · Communication Services
ABNB
Travel Services · Consumer Cyclical
SNAP
Internet Content & Information · Communication Services
GRAB
Software - Application · Technology
Rental & Leasing Services · Industrials
LIF
Software - Application · Technology
ODD
Household & Personal Products · Consumer Defensive
AMZN
Internet Retail · Consumer Cyclical
GOOGL
Internet Content & Information · Communication Services
META
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services