Jason Helfstein

“So can you give us a little bit of help? Obviously, you're giving us kind of the the spend for period on one, but we, we don't know the revenue. So, I mean, obviously the, you know, the other parts of the business are still having a negative mix shift because overall revenue is still down.”

“I mean, is there, when you think about the, you know, the business change from 1Q to 2Q, now as it implies that you've got, is there a way to unpack it and kind of be like, this is what we think kind of like the macro slash, you know, auto CBG impact.”

“Again, sorry to harp on enterprise, but I think that's something that we're all pretty excited about. So when you think about enterprise revenue plus advertising, we put that as a bucket.”

“And then just help us like to that point on theatrical revenue side, right? Which to your point, like very hard to predict, like, so the, that those, and then how do those seven movies allocate between three Q and four Q?”

“One, you talked a little bit about DOT deliveries in the release. I guess anything you want to share on how you're thinking about unit economics, kind of like today versus where we think it goes long term and how you think that impacts demand around elasticity?”