Sign in

    Bill Kerr

    Research Analyst at TD Cowen

    Bill Kerr is an Equity Research Analyst at TD Cowen, specializing in the general sector with direct coverage of at least one public company and an impressive 83.33% success rate on published stock ratings. He began his career as a Junior Analyst at Balyasny Asset Management LP from 2015 to 2016, later joining Cowen & Co. LLC as an Associate from 2017 to 2024 before advancing to his current role at TD Cowen. Kerr has achieved a 2.90-star rating on TipRanks, reflecting his performance in investment recommendations, and he is registered with the appropriate regulatory bodies for securities analysis. Throughout his career, Kerr has demonstrated strong analytical capabilities and consistent returns, underpinned by his industry credentials.

    Bill Kerr's questions to Match Group (MTCH) leadership

    Bill Kerr's questions to Match Group (MTCH) leadership • Q2 2025

    Question

    Speaking for John Blackledge, Bill Kerr asked about the persistence of weakness in a la carte spending among younger users and the key drivers for Hinge's expected revenue acceleration.

    Answer

    CFO Stephen Bailey confirmed that some macro pressure on Tinder's a la carte revenue from younger users persists but has not worsened. CEO Spencer Rascoff attributed Hinge's expected acceleration to its strong culture and product innovation, highlighting four key drivers: AI-powered features to encourage dates, an enhanced female user experience, improved onboarding, and a significant international expansion opportunity.

    Ask Fintool Equity Research AI

    Bill Kerr's questions to Vimeo (VMEO) leadership

    Bill Kerr's questions to Vimeo (VMEO) leadership • Q2 2025

    Question

    Bill Kerr asked for a description of the generative AI features currently being tested with customers and the potential timeline for a broader rollout. He also inquired about the company's capital allocation strategy, given its significant free cash flow generation and strong cash balance.

    Answer

    CEO Philip Moyer described the new features as 'agentic video,' enabling users to interact with their entire video library via a natural language interface, similar to a 'ChatGPT for Vimeo.' He cited use cases such as finding specific content, summarizing meetings, onboarding employees with curated clips, and integrating video into customer support workflows. On capital allocation, CFO Gillian Munson outlined the three primary options: investing in the business, which is the current focus; pursuing M&A, for which they have a high bar; and executing share buybacks, for which the company maintains an appetite.

    Ask Fintool Equity Research AI