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Corey Carpenter

Research Analyst at JPMorgan

Corey Carpenter is an Executive Director and Senior Equity Research Analyst at JPMorgan Chase & Co., specializing in internet and digital media companies. He covers a range of major firms including Roblox, Match Group, IAC/InterActiveCorp, Vimeo, Porch Group, Stitch Fix, Rover Group, VIZIO Holding, Snap One Holdings, Alarm.com, and Getty Images, with performance metrics showing a 39% success rate and an average return per transaction of -1.70%, highlighted by a standout +314.7% return on his most profitable rating for EVER. Carpenter began his career with JP Morgan India before joining JPMorgan Chase in New York City, reflecting a strong international background in equity research. He holds professional credentials including FINRA registration and demonstrates extensive experience in analyzing digital media business drivers and sector trends.

Corey Carpenter's questions to Oddity Tech (ODD) leadership

Question · Q3 2025

Corey Carpenter asked for an update on the media environment, specifically regarding higher acquisition costs and their recent decline, with a focus on the search channel. Carpenter also inquired about Oddity's capital allocation priorities, given its healthy cash balance and the absence of share repurchases since the convertible offering.

Answer

Lindsay Drucker Mann, CFO, ODDITY, explained that while media costs generally increase, they are effectively offset by higher repeat rates and other KPI improvements, with repeat sales accounting for about two-thirds of the business. She noted an improved media environment in Q4. Regarding capital allocation, Mann highlighted the strong cash position and the convertible as efficient, patient capital, offering flexibility for buybacks and M&A, with a selective approach.

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Corey Carpenter's questions to EverQuote (EVER) leadership

Question · Q3 2025

Corey Carpenter asked about the expected duration of the impact of traffic investments on VMM margins and whether these channels are ultimately expected to run at parity with existing channels. He also inquired if the 20% growth target is achievable next year given tougher comps.

Answer

Jayme Mendal (CEO, EverQuote) stated that VMM impact from new channel investments typically lasts one to two quarters for ramp-up and optimization, after which they should blend in at comparable VMM levels. Joseph Sanborn (CFO, EverQuote) acknowledged tougher comps but expressed confidence in averaging 20% growth over time and achieving the billion-dollar revenue goal organically in two to three years.

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Fintool can predict EverQuote logo EVER's earnings beat/miss a week before the call