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    Cal Bartyzal • Craig-Hallum Capital Group

    Cal Bartyzal's questions to Porch Group Inc (PRCH) leadership

    Cal Bartyzal's questions to Porch Group Inc (PRCH) leadership • Q2 2025

    Question

    Cal Bartyzal, on for Jason Kreyer, asked about the applications of HomeFactors data outside of insurance underwriting, such as in media campaigns, and inquired about the go-to-market reception and distribution strategies for the company's new insurance agency partnerships.

    Answer

    COO Matthew Neagle detailed HomeFactors use cases in marketing for home services and powering the consumer app, noting shorter sales cycles than in insurance. CEO Matt Ehrlichman added that the data also creates value for carriers in pricing, reinsurance, and marketing. Regarding agency distribution, Neagle highlighted the massive untapped opportunity, the expansion of the sales team from 2 to 26 people, and the strong reception from agents who are attracted to the differentiated product and competitive commissions.

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    Cal Bartyzal's questions to Yelp Inc (YELP) leadership

    Cal Bartyzal's questions to Yelp Inc (YELP) leadership • Q1 2025

    Question

    Cal Bartyzal (on behalf of Jason Kreyer) inquired about the primary drivers of the 9% CPC growth, its relation to the Services mix shift, and strategies to deliver more value to advertisers. He also asked what was driving the strong adoption of Yelp Assistant despite lower paid search spend.

    Answer

    CFO David Schwarzbach attributed the CPC growth to strong advertiser demand in Services, which offset softness in RR&O, and a strategic focus on delivering higher-quality, more valuable clicks over sheer volume. CEO Jeremy Stoppelman addressed the Yelp Assistant question, crediting its strong performance to product improvements and a large runway for growth, including expansion to new entry points and categories. He positioned Yelp Assistant as the future of user interaction on the platform, with potential to be offered as an API to third parties.

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    Cal Bartyzal's questions to Yelp Inc (YELP) leadership • Q3 2024

    Question

    Cal Bartyzal of Canaccord Genuity inquired about the strategic rationale and timing for acquiring RepairPal to expand into auto services, and asked for an update on the headwinds affecting the Restaurant, Retail & Other (RR&O) category.

    Answer

    CEO Jeremy Stoppelman explained that the RepairPal acquisition aligns with Yelp's services strategy, bringing deep auto industry expertise to enhance products like Request-A-Quote. COO Jed Nachman added that the RR&O category continues to face cyclical macro headwinds like elevated input costs and reduced consumer spending, but Yelp is positioned for a rebound.

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    Cal Bartyzal's questions to Xperi Inc (XPER) leadership

    Cal Bartyzal's questions to Xperi Inc (XPER) leadership • Q1 2025

    Question

    Cal Bartyzal of Craig-Hallum, on behalf of Jason Kreyer, questioned the macroeconomic assumptions in the company's guidance, the potential for the new TiVo One home page ad unit to accelerate ARPU, and the progress of the TiVo OS device rollout in the U.S.

    Answer

    CEO Jon Kirchner stated that despite macro uncertainties, the company is maintaining its guidance due to strong Q1 execution and built-in planning flexibility. He highlighted that the new home page ad unit is a key, planned part of the strategy to drive monetization across smart TVs and IPTV devices. Kirchner added that the U.S. rollout is progressing, with footprint scale expected to build in the second half of the year through new TV partners and set-top box updates.

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    Cal Bartyzal's questions to Xperi Inc (XPER) leadership • Q4 2024

    Question

    Cal Bartyzal of Craig-Hallum Capital Group inquired about Xperi's strategy for TiVo OS, specifically the balance between adding new OEM partners and increasing volume with existing ones. He also asked about the drivers for the TiVo One platform's ARPU growth and the relative importance of North American versus European device scaling to achieve the target of over $10.

    Answer

    CEO Jon Kirchner stated that Xperi intends to both expand its share with current partners and add new ones from its pipeline. Regarding ARPU, Kirchner explained it will ramp through the year, driven by a combination of European TiVo OS TVs and North American video-over-broadband devices, all connected to the common TiVo One ad platform. This structure allows Xperi to leverage the more mature U.S. advertising market to monetize its entire connected footprint.

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