Ken Gorelski

“First, could you talk about domestic or U.S. mobility trends, maybe what you saw in 3Q and into 4Q? You talked about improving mobility growth, but I want to see if we can touch a little bit upon what you're seeing in the U.S. versus some of the international markets you've talked about.”

“Could you talk a little bit about how durable the unlock and supply, average supply was in the quarter? Clearly a nice driver, and to see that expansion in redeemers Or in redemptions, I should say, suggests an unlock of some supply.”

“First, David, maybe could you talk a little bit about the opportunities beyond Nashville, potentially with Waymo? There's been some press out there around partnerships with Waymo and maybe even one of your competitors.”

“First, maybe, Brian, you talked about the reception from your customers to hotels on the platform. Could you talk a little bit more about your hosts and their reception as you continue to roll out new cities with hotel supply?”

“Could we talk a little bit more about Depop and the opportunity there? Could you talk a little bit about ongoing marketing intensity? There's a new market entrant in the U.S. You've faced this market entrant in Europe, U.K., Germany, other European markets.”