Analyst
Cowen
Analyst
Cowen / Oppenheimer (note: transcript lists as John Blackledge—analyst)
Analyst
TD Cowen
Equibles does not estimate personal net worth.
John Blackledge is recorded as Analyst at Cowen, Analyst at Cowen / Oppenheimer (note: transcript lists as John Blackledge—analyst) and Analyst at TD Cowen. John Blackledge has spoken on 15 earnings calls and 1 other investor event across 9 companies, most recently for Grindr Inc. on September 30, 2026. Those appearances were for Bumble Inc. (BMBL), Uber Technologies, Inc (UBER), Grindr Inc. (GRND), Lyft, Inc. (LYFT), Angi Inc. (ANGI) and 4 other companies. The companies whose calls John Blackledge spoke on are classified in the Communication Services, Technology and Consumer Cyclical sectors.
“Who are the main competitors for Freddie in the U.S. and Canada? And then the 2 million, I guess, potential incremental U.S. users, should we think about, you know, that as kind of the incremental TAM for the company over the next several years?”
“First question on the GB and rides growth gap. There was an 11% gap between GB growth and rides growth. How should we think about that gap in the back half of the year?”
“Maybe just go into people digital results and 2Q revenue. Digital revenue was in line. EBITDA was better with pretty significant incremental margins.”
“As you expand your AI product offerings, how are you managing token spend usage and AI compute costs, and what KPIs are you tracking to make sure those choices translate into real productivity gains for your teams?”
Cowen
Analyst
Source not stated
Cowen / Oppenheimer (note: transcript lists as John Blackledge—analyst)
Analyst
Source not stated
TD Cowen
Analyst
Source not stated
BMBL
Internet Content & Information · Communication Services
Software - Application · Technology
GRND
Software - Application · Technology
LYFT
Software - Application · Technology
ANGI
Internet Content & Information · Communication Services
PPLI
Internet Content & Information · Communication Services
PINS
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services
