Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Alec Brandolo is recorded as Analyst at Wells Fargo. Alec Brandolo has spoken on 6 earnings calls across 5 companies, most recently for AppLovin Corp on November 4, 2026. Those appearances were for AppLovin Corp (APP), Criteo S.A. (CRTO), Duolingo, Inc. (DUOL), Compass, Inc. (COMP) and Unity Software Inc. (U). The companies whose calls Alec Brandolo spoke on are classified in the Communication Services, Technology and Real Estate sectors.
“I think first, you mentioned in response to a question about e-commerce or web advertising, the idea of a data acquisition, and I think that there's this kind of idea percolating that there could be Tuck and M&A leverage to kind of accelerate the capabilities of e-commerce, and so perhaps if you could talk about what…”
“You know, this quarter, it seems like Google significantly accelerated the rollout of AI overviews and AI mode. I think several web publishers have called it out as a headwind during the quarter.”
“I think the other change this year to tiering beyond the deprecation of Max is the light tier. I've been seeing light tier be kind of merchandised to me in my testing of the app pretty frequently in the third quarter and the beginning of the fourth quarter.”
“So interesting data points on kind of compass coming soon penetration of new listings, 57% in recent weeks. I think you said 80% by the end of the third quarter.”
“Matt, as I think about what the potential is in terms of moving towards more of a usage model. Can you help us unpack how the business model has to evolve as AI just becomes more of the centralized piece of unity?”
Wells Fargo
Analyst
Transcript header (unverified)
APP
Advertising Agencies · Communication Services
CRTO
Advertising Agencies · Communication Services
DUOL
Software - Application · Technology
COMP
Real Estate Services · Real Estate
