Bernie McTernan

“Maybe just to start, Brian, I would love to get what your initial reaction was of the announced cart and dash merger. Anything we should be contemplating on potential top-line impact and bottom line.”

“Maybe it's a follow-up on some of the maybe more eloquently said regulatory questions. Tony, is there anything else to add in terms of what got you comfortable in order to get this deal passed regulatory?”

“Krut, you mentioned in the prepared remarks external GMS tailwinds. Can you maybe define and quantify those tailwinds? And then on the internal tailwinds, talked about 200 basis points of growth from personalization.”

“First, just on the AI category work, we've seen a slowdown over the past two quarters growing 50% year over year in the fourth quarter, than 40% last quarter, than 22% now.”

“Maybe just to start, Mark, understand the commentary that you're not expecting the guidance doesn't include um the nfl to sign a deal with prediction market operators but is there any way to frame what that would mean um for your deals or the potential monetization of those contracts if a deal were to come through…”