Analyst
Stiefel
Equibles does not estimate personal net worth.
Mark Kelly is recorded as Analyst at Stiefel. Mark Kelly has spoken on 3 earnings calls across 3 companies, most recently for Criteo S.A. on May 6, 2026. Those appearances were for Criteo S.A. (CRTO), Pattern Group Inc. (PTRN) and DoubleVerify Holdings, Inc. (DV). The companies whose calls Mark Kelly spoke on are classified in the Communication Services and Consumer Cyclical sectors.
“I appreciate all the color on the macro headwinds that you're seeing, you know, by vertical and by region. I guess I had two questions there. One is, is it fair to assume that the majority of the headwinds are outside of retargeting, or is it kind of spread across the whole performance business?”
“Dave, I'd love to get your perspective on the, there was an article yesterday that OpenAI is changing its instant checkout to, you know, pushing people more towards apps within ChatGPT instead of, you know, checking out right inside the app natively.”
“Maybe any update on the number of top customers using side bids to optimize? I think last quarter you said it was 50%, maybe 40% the quarter before. Is there any updated number you can provide for the top 100 customers are actually using it.”
Stiefel
Analyst
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CRTO
Advertising Agencies · Communication Services
PTRN
Internet Retail · Consumer Cyclical
Advertising Agencies · Communication Services
