Jed Kelly
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
About Jed Kelly
Jed Kelly is recorded as Analyst at Oppenheimer. Jed Kelly has spoken on 51 earnings calls and 2 other investor events across 15 companies, most recently for Navan, Inc. on September 9, 2026. Those appearances were for Rush Street Interactive, Inc. (RSI), Airbnb, Inc. (ABNB), Expedia Group, Inc. (EXPE), EverQuote, Inc. (EVER), Flutter Entertainment plc (FLUT) and 10 other companies. The companies whose calls Jed Kelly spoke on are classified in the Consumer Cyclical, Communication Services, Technology and Financial Services sectors.
Jed Kelly on recent calls
“Just looking at the base of your gross margin expansion in QQ, sort of moderated from what we were seeing the last couple of quarters, is there anything in there to call out, or is it just Tupper Cops?”
“Just talking about the second half would it be fair to say you're kind of layering in a some somewhat conservatism just given if we look at the second half by some other companies in the consumer service sector you know live nations and travel companies they're sort of talking to stable to decent demand and then can…”
“So circling around that 600,000 prediction customers, typically when you launch in the state, I think you said previously you're able to get mid to high single digits of a population.”
“Just getting back to the increase in the guidance and specifically in the media segment, is that coming strictly from some of the higher prediction market advertising you're expecting to see, or are you seeing other brands outside of sports coming as well and that's also benefiting considering all the agency…”
“Just following up on the changes in fees, are you planning to roll that out to every host, or is that mostly still geared towards professional property managers?”
Affiliation history
-
Oppenheimer
Analyst
Source not stated
Current
Company network
ABNB
Travel Services · Consumer Cyclical
EXPE
Travel Services · Consumer Cyclical
EVER
Internet Content & Information · Communication Services
NAVN
Software - Application · Technology
GENI
Internet Content & Information · Communication Services
TREE
Insurance Brokers · Financial Services
Internet Content & Information · Communication Services
DKNG
Gambling · Consumer Cyclical
Travel Services · Consumer Cyclical
SABR
Software - Infrastructure · Technology
TRIP
Travel Services · Consumer Cyclical
NRDS
Internet Content & Information · Communication Services