Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Jim Callahan is recorded as Analyst at Piper Sandler. Jim Callahan has spoken on 6 earnings calls across 3 companies, most recently for Opera Ltd on August 19, 2026. Those appearances were for AppLovin Corp (APP), Opera Ltd (OPRA) and Take Two Interactive Software Inc (TTWO). The companies whose calls Jim Callahan spoke on are classified in the Communication Services sector.
“I guess starting with GX users with strong uptake, I think you added as many users Q over Q as you did in all of 2025. Any further commentary on kind of what drove the strength this quarter and maybe like the sustainability of that going forward?”
“Please go ahead. hi thanks for taking the questions um i guess one on kind of um gta 6 pre-orders it's something that the the demand for the deluxe edition has been extremely strong any comment we can kind of provide on what that could look like what that maybe the mix kind of looks like as we get closer to uh to to…”
“One for me on the revenues by geography. Murphy, it looks like the U.S. accelerated Q over Q, but International was closer to flat with one Q. Anything to sort of call out there on the Delta?”
“Just as e-commerce scales, how should we think about balancing the needs between the consumer and gaming verticals on sort of the user acquisition side? Make sure they're both sort of happy.”
“And then just follow up on gross margin. So you're obviously scaling the off-platform part of the business, but your incremental gross margin stepped up the past two quarters.”
Piper Sandler
Analyst
Source not stated
APP
Advertising Agencies · Communication Services
OPRA
Internet Content & Information · Communication Services
Electronic Gaming & Multimedia · Communication Services
