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    Ethan Widell • B. Riley Securities

    Ethan Widell's questions to Backblaze Inc (BLZE) leadership

    Ethan Widell's questions to Backblaze Inc (BLZE) leadership • Q1 2025

    Question

    Ethan Widell, on behalf of Zach Cummins, questioned if the downtick in B2 NRR was solely due to lapping price increases and asked which specific AI use cases are showing the most traction for the new Overdrive solution.

    Answer

    CFO Marc Suidan confirmed the B2 NRR moderation is primarily due to lapping the 2023 price increase and expects the metric to stabilize before improving as B2 growth accelerates. CEO Gleb Budman identified model building and inferencing as the two core AI use cases driving interest, citing examples like data collection for training models and applications in autonomous vehicles, robotics, and drug discovery.

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    Ethan Widell's questions to Taboola.com Ltd (TBLA) leadership

    Ethan Widell's questions to Taboola.com Ltd (TBLA) leadership • Q3 2024

    Question

    Ethan Widell of B. Riley Securities inquired about the progress of the Apple partnership and its potential timeline to become a significant revenue source. He also asked for feedback on the 'Max Conversions' tool and the types of advertisers adopting it.

    Answer

    CEO Adam Singolda expressed satisfaction with the Apple partnership, highlighting its role in attracting premium advertisers via the Taboola Select offering and its validation in the market. He noted that the adoption rate for Max Conversions is around 70%, with significant quarter-over-quarter growth in both advertisers and campaigns using the tool, particularly driving performance for advertisers from China and in verticals like healthcare and auto.

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