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Stephen D. Ju

Analyst

UBS

Equibles does not estimate personal net worth.

About Stephen D. Ju

Stephen D. Ju is recorded as Analyst at UBS. Stephen D. Ju has spoken on 8 earnings calls across 6 companies, most recently for People Inc on November 3, 2026. Those appearances were for AppLovin Corp (APP), People Inc (PPLI), Global Business Travel Group, Inc., Legalzoom.Com, Inc. (LZ), Airbnb, Inc. (ABNB) and 1 other company. The companies whose calls Stephen D. Ju spoke on are classified in the Communication Services, Consumer Cyclical and Industrials sectors.

Stephen D. Ju on recent calls

“So, just kind of looking back over the last year, I think the licensing and other revenue has now risen to be about 20% of the digital revenue mix. So I was wondering if you could talk about the different components that live in that line, and in particular, I guess, the Apple News distribution and how that functions.”
Analyst — UBS, People Inc Q3 FY2026 Earnings Call ·
“So, I think the feedback that we're getting from advertisers in the e-commerce segment seems to be that, you know, as they spend money on the platform, they're nowhere near hitting that sort of efficient frontier of robust ceilings.”
Analyst — UBS, AppLovin Second Quarter 2026 Earnings Call ·
“I guess I don't want to split hairs here, but Adam, you've started to talk about the broader consumer segment instead of just the narrower e-commerce definition.”
Analyst — UBS, AppLovin Corp Q1 FY2026 Earnings Call ·
“So Evan, I wanted to dig in a little bit more on the underlying data uh you have disclosed on page nine of the deck uh particularly as it comes to how good uh ai has gotten how quick and how quickly uh things may be improving uh for agencia so uh 57 of chats are resolved without humans being involved so can we get…”
Analyst — UBS, Global Business Travel Group, Inc. Q4 FY2025 Earnings Call ·

Affiliation history

  • UBS

    Analyst

    Transcript header (unverified)

    Current

Company network

Global Business Travel Group, Inc.

Travel Services · Consumer Cyclical

1 appearance Latest appearance 2026-03-09

Recent activity