Jeff Mueller

“I hear you at your early innings on AI productivity. um can you just maybe help us think through any puts and takes for 2027 mortgage volumes are obviously one i don't know if there's any other like grow over considerations if there's like one-time adjustments this year to incentive comp accruals because of what's…”

“Just a similar question to Jeff's, but on the slide, I guess, 10 in the deck, it says there's a adjusted EBITDA impact, negative 2 million in Q2 and negative 3 million in 2026.”

“So your tone seems upbeat on at least for literacy bookings trends in K-12 or more upbeat, I think, than you sounded last quarter. The Q1 RPO or end RPO and implied billings were weaker than I was expecting. just any timing factors to talk to there.”

“Can you just go into more detail on the retail and monetization opportunity? My understanding is that historically, it's been more of a value exchange and you're getting data so you're monetizing the retailer side of the equation less.”

“Overall, we see momentum building on our Carpax business and are doubling down on execution in the back half of the year.”