Analyst
Jefferies
Equibles does not estimate personal net worth.
John Colantonio is recorded as Analyst at Jefferies. John Colantonio has spoken on 9 earnings calls across 6 companies, most recently for Airbnb, Inc. on August 6, 2026. Those appearances were for Airbnb, Inc. (ABNB), Reddit, Inc. (RDDT), Carvana Co. (CVNA), Neutron Holdings, Inc. (LIME), Uber Technologies, Inc (UBER) and 1 other company. The companies whose calls John Colantonio spoke on are classified in the Consumer Cyclical, Communication Services, Industrials and Technology sectors.
“With AI helping drive faster velocity of innovations, I was hoping to get your perspective on how this transition to AI native could impact your product cost and if there are any operational adjustments you're making to help minimize the impact.”
“I just wanted to ask a little bit about the contribution from new versus existing markets and how you see that trending throughout the year.”
“As you look to continue driving engagement, how do you see that impacting the experience for users on the homepage versus in subreddits? And could you see the feed looking more like some other social platforms that are doing a good job marrying machine learning and video content?”
“Starting with AI spending, where you already bumped up on your original full-year budget not long after the first quarter ended, when thinking about how you're approaching layering AI capabilities into workflows.”
“First, when thinking about your outlook for revenue for the quarter and the year, can you talk to your expectations for the relative contribution of dealer count and CARSID?”
Jefferies
Analyst
Transcript header (unverified)
ABNB
Travel Services · Consumer Cyclical
RDDT
Internet Content & Information · Communication Services
CVNA
Auto & Truck Dealerships · Consumer Cyclical
Rental & Leasing Services · Industrials
CARG
Internet Content & Information · Communication Services
