James Heaney

“It would be great if you could talk about the progress you've seen out of Benfright. Curious what specific changes you've made since acquiring the asset and how that's kind of impacted metrics like usage, revenue, profitability.”

“Just kind of looking at the direct-to-consumer segment, and I think this was actually 18%. I think that's the fastest growth rate we've seen in the segment since 2022.”

“I just wanted to get under the hood of the gaming advertising business, and maybe it's difficult to explain it in a simple response, but just curious exactly what the sort of model breakthroughs that you were looking for that didn't happen.”

“Curious what you think is driving DAUs for Tinder to turn positive sometime in the next few days. I know you have a lot of initiatives in place, but curious if there's anything in particular. and also interested in why the DAU improvement is more pronounced than what you're seeing in terms of MAUs.”

“Could you just talk about what's driving the decision to raise the full-year infrastructure cost outlook? Just how should we be thinking about the return on that investment, particularly as it relates to the direct response, kind of lower funnel advertising business?”