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    Justin Post

    Managing Director and Senior Equity Research Analyst at Bank of America Corporation

    Justin Post is a Managing Director and Senior Equity Research Analyst at Bank of America Securities, specializing in the technology sector with in-depth coverage of major internet and digital companies. He covers a broad portfolio of 42 stocks, including leading names such as Alphabet, Meta Platforms, and Amazon, and maintains a strong performance track record with a TipRanks rating of 4.99 stars. Having begun his Wall Street career in the early 2000s, Post has become recognized for his insightful analysis and consistently high-performing investment calls, often ranking among the top analysts in his field. He holds relevant securities licenses, affirming his credentials as a trusted authority in technology equity research.

    Justin Post's questions to PINTEREST (PINS) leadership

    Justin Post's questions to PINTEREST (PINS) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch inquired about the platform's progress in attracting more male users and asked for an explanation of why Pinterest's auction dynamics might be more durable than its peers.

    Answer

    CEO Bill Ready confirmed the platform is broadening its appeal across genders, with AI-powered visual search resonating in male-oriented categories like cars and watches. CFO Julia Donnelly explained the business's durability comes from being a vital, full-funnel partner for advertisers in performance budgets, with penetration gains in emerging verticals and the mid-market contributing to stable growth.

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    Justin Post's questions to PINTEREST (PINS) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch asked about progress in attracting more male users to broaden the audience and why Pinterest's auction dynamics might be more durable and less volatile than those of its peers.

    Answer

    CEO Bill Ready confirmed that the platform is broadening its appeal across genders, with AI-powered visual search resonating with male users in categories like shoes, cars, and watches. CFO Julia Donnelly added that the business's durability comes from being a vital, full-funnel partner for advertisers, driving penetration in performance budgets and emerging verticals.

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    Justin Post's questions to Expedia Group (EXPE) leadership

    Justin Post's questions to Expedia Group (EXPE) leadership • Q2 2025

    Question

    Justin Post from Bank of America Merrill Lynch inquired about the performance and outlook for the Hotels.com brand and how Q4's tough comps were factored into guidance.

    Answer

    CEO Ariane Gorin explained that Hotels.com is showing improvement following its brand relaunch in April, with brand awareness and direct traffic moving in the right direction. She noted new product features and a renewed international focus are helping performance. CFO Scott Schenkel addressed guidance, stating that while Q4 comps are tough, the current forecast implies roughly flat growth, and he feels confident they can perform on the upside of that.

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    Justin Post's questions to Expedia Group (EXPE) leadership • Q1 2025

    Question

    Justin Post of Bank of America inquired about Expedia's marketing spend efficiency, asking if the company is at its ROI limit or could have spent more to boost bookings. He also asked for an update on the Hotels.com brand turnaround.

    Answer

    CEO Ariane Gorin expressed optimism about the plan for Hotels.com, citing its recent brand relaunch, despite acknowledging its negative growth in Q1. CFO Scott Schenkel addressed the $1.8 billion in Q1 marketing spend, noting it slightly deleveraged due to the faster-growing B2B business mix and affirmed the company's commitment to investing only where profitable growth opportunities exist.

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    Justin Post's questions to Expedia Group (EXPE) leadership • Q4 2024

    Question

    Justin Post inquired about potential headwinds affecting the Q1 guidance, such as weather, and questioned the long-term margin potential, noting the gap versus peers and asking how the company plans to close it.

    Answer

    CFO Scott Schenkel addressed the Q1 guidance, attributing the 4-6% bookings growth forecast to a 2-point FX headwind and a 1-point impact from lapping a leap year, implying 7-9% underlying growth. He noted some softening relative to a strong Q4 but no structural changes in travel demand. Regarding long-term margins, he framed the 50 basis points of expansion in both 2024 and 2025 as a 'good start' that balances growth investments with disciplined cost control, particularly in overhead.

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    Justin Post's questions to Airbnb (ABNB) leadership

    Justin Post's questions to Airbnb (ABNB) leadership • Q2 2025

    Question

    Justin Post questioned the single-digit growth in the U.S., asking about supply trends and plans for acceleration. He also inquired about long-term attach rate targets for Experiences.

    Answer

    CFO Ellie Mertz noted the U.S. has growth potential as a hotel-dominated market, with plans to target underpenetrated demographics and add payment options. CEO Brian Chesky added that reaccelerating growth is a top priority, with plans to unlock supply via co-hosting, improve trust, and focus on supply-constrained markets. He expressed confidence that core improvements, global expansion, and new services will drive this reacceleration.

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    Justin Post's questions to Airbnb (ABNB) leadership • Q1 2025

    Question

    Justin Post inquired about the impact of changing travel corridors, such as Canada to the U.S., on total booking volumes and whether Airbnb is maintaining its market share in the relatively depressed U.S. market.

    Answer

    CFO Ellie Mertz clarified that foreign travel into the U.S. is a small portion of the business (2-3%) and that travelers are redirecting to other destinations, showcasing the platform's adaptability. She stated that Airbnb continues to gain market share in the U.S., even as the overall North American travel market experiences slower growth.

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    Justin Post's questions to Airbnb (ABNB) leadership • Q4 2024

    Question

    Justin Post asked about the macro pressures that may have affected U.S. growth in the past and if those are changing. He also inquired about the factors influencing the take rate contemplated in the 2025 outlook.

    Answer

    CFO Ellie Mertz explained that muted Q3 bookings were due to a temporary contraction in lead times, not weakening demand, as bookings recovered in the fall. For 2025, she stated the take rate should see the full 20-basis-point benefit from the FX service fee introduced in mid-2024, as one-off offsets from 2024 like elevated make-goods and gift card breakage comps will not recur.

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    Justin Post's questions to Airbnb (ABNB) leadership • Q3 2024

    Question

    Justin Post requested more details on Airbnb's expansion markets, asking to identify the largest ones and their current contribution to overall growth.

    Answer

    CFO Ellie Mertz clarified that core markets represent about 75% of gross booking value, with expansion markets making up approximately 15% of the remainder. She highlighted Brazil as a successful example where destination nights have tripled since pre-pandemic levels due to localization efforts. She also pointed to Japan as a newer, large-opportunity market. Mertz characterized this strategy as a medium-term opportunity that will take time to materially impact consolidated results.

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    Justin Post's questions to Uber Technologies (UBER) leadership

    Justin Post's questions to Uber Technologies (UBER) leadership • Q2 2025

    Question

    Justin Post requested more details on Uber's strategy of broadening OEM partnerships and the potential pipeline over the next six months. He also asked for commentary on the competitive threat from Tesla's expanding AV network and Uber's market share performance in San Francisco and Los Angeles.

    Answer

    CEO Dara Khosrowshahi explained that with AV software development accelerating via AI, the focus is shifting to securing hardware partners, and confirmed Uber is in discussions with all major OEMs. Regarding competition, he stated that Tesla's current AV deployment is 'very, very small' and has had no measurable impact on Uber's business trends in key markets. He reiterated his belief that the AV market will not be 'winner take all' and expressed confidence in Uber's position as the leading third-party platform for autonomous mobility.

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    Justin Post's questions to Uber Technologies (UBER) leadership • Q1 2025

    Question

    Justin Post inquired about any visible macroeconomic impacts on Uber's business, such as on airport trips or order values, and asked for an update on the competitive environment in the Bay Area and Los Angeles.

    Answer

    CEO Dara Khosrowshahi stated that Uber is not currently seeing any significant macroeconomic signals impacting consumer behavior, with audience growth and frequency remaining consistent. He noted that key indicators like basket sizes and restaurant choices show no signs of consumer trade-downs. He described the competitive landscape in San Francisco and L.A. as stable.

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    Justin Post's questions to Uber Technologies (UBER) leadership • Q4 2024

    Question

    Justin Post of Bank of America sought clarification on the global AV landscape beyond the two highly visible U.S. companies and asked for the drivers behind the Q1 constant currency growth guidance range of 17% to 21%.

    Answer

    CEO Dara Khosrowshahi detailed five factors needed for AV commercialization (regulation, safety, hardware, operations, network), predicting that many more global players will emerge over the long commercialization timeline. CFO Prashanth Mahendra-Rajah explained the Q1 guidance reflects underlying strength similar to Q4's 21% growth, but overcomes headwinds from lapping a leap year and weather events. He also noted a significant 5.5 percentage point FX headwind, primarily from Latin America.

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    Justin Post's questions to Uber Technologies (UBER) leadership • Q3 2024

    Question

    Justin Post asked about the reasons for the deceleration in Mobility bookings growth and sought details on the drivers behind the segment's strong incremental take rates and margins.

    Answer

    CFO Prashanth Mahendra-Rajah attributed the expected Q4 deceleration to a reduced year-over-year pricing impact, particularly from moderating insurance cost increases. He projected Q4 Mobility constant currency growth in the low 20% range with a sequentially flat EBITDA margin. He emphasized that overall Q3 growth was strong, driven by audience and frequency, leading to EBITDA growing nearly three times faster than gross bookings.

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    Justin Post's questions to AMAZON COM (AMZN) leadership

    Justin Post's questions to AMAZON COM (AMZN) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch asked about the drivers behind the robust Q3 revenue guidance, the contingencies included for tariffs, and any initial thoughts on the Q4 outlook.

    Answer

    CFO Brian Olsavsky stated the strong Q3 guidance is driven by momentum from Q2, a successful Prime Day, and confidence in core retail inputs like price, selection, and delivery speed. While acknowledging tariff uncertainty, he expressed cautious optimism. Olsavsky declined to provide any commentary on the Q4 outlook, deferring it to the next earnings call.

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    Justin Post's questions to AMAZON COM (AMZN) leadership • Q2 2025

    Question

    Justin Post inquired about the drivers behind the robust Q3 revenue guidance, the contingencies included for tariffs, and any early thoughts on how Q4 is shaping up.

    Answer

    SVP & CFO Brian Olsavsky attributed the strong Q3 guidance to momentum from Q2, a successful Prime Day, and confidence in core retail inputs like price, selection, and faster delivery speeds. He noted that while tariff impacts are uncertain, the company remains cautiously optimistic. He declined to provide any guidance or outlook for Q4.

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    Justin Post's questions to AMAZON COM (AMZN) leadership • Q1 2025

    Question

    Justin Post inquired about the historical lumpiness of AWS revenue and how Amazon contextualizes its AWS growth rate against competitors with a smaller revenue base.

    Answer

    CEO Andy Jassy attributed AWS revenue lumpiness to unpredictable startup growth cycles and large, phased enterprise migrations, with the AI boom adding another variable. He emphasized that while percentage growth may differ, the absolute dollar growth on AWS's significantly larger base remains substantial and that growth could be higher if not for capacity constraints.

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    Justin Post's questions to AMAZON COM (AMZN) leadership • Q3 2024

    Question

    Justin Post asked if AWS is currently capacity-constrained and if new chips could accelerate growth, and also inquired about Amazon's fulfillment advantages over traditional retailers.

    Answer

    CEO Andy Jassy confirmed that AWS has more demand than it can currently fulfill, primarily due to chip supply constraints, and noted significant customer interest in the price-performance of the upcoming Trainium2 chip. He also highlighted Amazon's retail advantages, including broader selection, faster delivery speeds, and a deeply ingrained customer-first culture that drives continuous innovation.

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    Justin Post's questions to Meta Platforms (META) leadership

    Justin Post's questions to Meta Platforms (META) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch asked whether Meta's massive compute infrastructure is intended solely for internal use or if an external business model could emerge. He also inquired about the framework for evaluating the ROI on this significant CapEx spend.

    Answer

    CFO Susan Li responded that the current focus is on building capacity for internal use cases, including core AI, ads, and GenAI model training, with no immediate plans for external services. Regarding ROI, she explained that Core AI investments show strong, measurable returns, while GenAI is much earlier on the return curve. She emphasized that infrastructure is being built with fungibility in mind to allow for flexible allocation of capacity to the highest-return areas over time.

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    Justin Post's questions to Meta Platforms (META) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch questioned whether Meta's massive infrastructure capacity, which rivals hyperscalers, is intended solely for internal use or if an external business model could emerge. He also asked about the framework for measuring the ROI on this CapEx.

    Answer

    CFO Susan Li responded that the current focus is entirely on internal use cases for core AI, ads, and GenAI model development. While not currently considering external uses, she noted the infrastructure is being built with fungibility in mind. Regarding ROI, she explained that Core AI investments show strong, measurable returns, while GenAI is much earlier on the return curve, with monetization expected over the medium to long term across five key opportunities.

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    Justin Post's questions to Meta Platforms (META) leadership • Q2 2025

    Question

    Justin Post questioned whether Meta's massive infrastructure capacity is intended solely for internal use or if an external business model could emerge, and asked about the ROI framework for this CapEx.

    Answer

    CFO Susan Li clarified that the current focus is entirely on internal use cases for core AI, ads, and GenAI model development, with no present plans for external services. She noted that while core AI investments show strong, measurable ROI, GenAI returns are a long-term play, with optimism centered on five key monetization opportunities. Infrastructure is being built with fungibility in mind.

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    Justin Post's questions to Meta Platforms (META) leadership • Q1 2025

    Question

    Justin Post questioned whether potential e-commerce supply issues were factored into the Q2 guidance and asked for help conceptualizing the ROI on hyperscaler-level CapEx spending without direct enterprise revenue streams.

    Answer

    CFO Susan Li confirmed the Q2 outlook accounts for macro uncertainty, including reduced spend from Asia-based e-commerce exporters. Regarding CapEx, she emphasized that world-class infrastructure provides a significant advantage for developing leading AI and improving the core business, noting that internal demand for compute resources is still difficult to meet. She stressed building capacity with maximum flexibility.

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    Justin Post's questions to Meta Platforms (META) leadership • Q4 2024

    Question

    Justin Post of Bank of America Corporation asked about the potential impact of U.S. political shifts and content policy changes on user engagement and advertiser sentiment, and inquired about the company's strategy for monetizing Meta AI.

    Answer

    CEO Mark Zuckerberg explained that the shift to a Community Notes-style system is about implementing a more effective model for adding context, not about reducing commitment to addressing misinformation. CFO Susan Li added that they have seen no noticeable impact on advertiser spend and that the initial focus for Meta AI is on building a great consumer experience, with monetization opportunities like paid recommendations and premium offerings being longer-term considerations.

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    Justin Post's questions to Meta Platforms (META) leadership • Q3 2024

    Question

    Justin Post asked about the use of AI to boost internal employee productivity, particularly in R&D, and questioned the flexibility of headcount plans amid rising costs in other areas.

    Answer

    CFO Susan Li stated that Meta is excited about AI's potential for internal productivity, citing early adoption of an internal coding assistant and future applications in content moderation. Regarding headcount, she reiterated that the budget is still in process, with investments evaluated based on ROI for the core business and strategic value for long-term bets like Gen AI, all while maintaining a focus on company-wide efficiency.

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    Justin Post's questions to Alphabet (GOOGL) leadership

    Justin Post's questions to Alphabet (GOOGL) leadership • Q4 2024

    Question

    Justin Post inquired about overall Search usage trends with AI integration and the impact of the shift towards user-generated content on YouTube's usage and margins.

    Answer

    CEO Sundar Pichai confirmed that overall Search usage is healthy and growing, with AI Overviews showing even stronger growth. Executive Philipp Schindler noted robust YouTube watch time growth and expressed confidence in their creator-centric model, highlighting over 3 million channels in the YouTube Partner Program as a key strength.

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    Justin Post's questions to Alphabet (GOOGL) leadership • Q3 2024

    Question

    Justin Post sought more detail on user activity within AI Overviews and asked if the feature could successfully monetize previously challenging informational queries.

    Answer

    CEO Sundar Pichai confirmed that AI Overviews are driving strong engagement and increasing overall search usage, with users asking more complex questions. CBO Philipp Schindler added that ads within AI Overviews are performing well, with monetization at a similar rate to traditional search, and he sees an opportunity to monetize new types of queries.

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    Justin Post's questions to Alphabet (GOOGL) leadership • Q2 2024

    Question

    Justin Post asked whether the acceleration in Google Cloud revenue was driven by new AI demand or a rebound in general compute, and how Alphabet is using AI internally to reduce costs, particularly for engineer efficiency.

    Answer

    CFO Ruth Porat confirmed that AI solutions are clearly contributing to the strength of the Cloud business, with GCP growth outpacing overall Cloud growth. CEO Sundar Pichai added that while Alphabet is using AI tools to boost internal engineering productivity, the efforts are still in very early stages, but the learnings create a virtuous cycle for product development.

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    Justin Post's questions to Booking Holdings (BKNG) leadership

    Justin Post's questions to Booking Holdings (BKNG) leadership • Q2 2025

    Question

    Justin Post of Bank of America Merrill Lynch asked for clarity on the Q4 outlook implied by the full-year guidance, the reasons for last year's strong Q4, and an update on the advertising business as a growth driver.

    Answer

    CFO Ewout Steenbergen explained that Q4 2024 benefited from both accelerating growth and easy comps, with only the former being a factor for Q4 2025. He directed focus to the upgraded full-year guidance. Regarding advertising, he noted that revenues in that category were up 11% YoY, which includes Kayak and the scaling of new strategic advertising investments.

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    Justin Post's questions to Booking Holdings (BKNG) leadership • Q2 2025

    Question

    Justin Post of Bank of America inquired about the factors behind the strong Q4 performance last year and the outlook for holiday bookings, as well as an update on the company's advertising revenue initiative.

    Answer

    CFO Ewout Steenbergen explained that Q4 2024's strength was due to both continued growth acceleration and low prior-year comps, but he pointed to the upgraded full-year guidance rather than a specific Q4 forecast. Regarding advertising, he reported that revenues in that category grew 11% year-over-year in Q2, indicating the new channel is scaling nicely as part of their investment program.

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    Justin Post's questions to Booking Holdings (BKNG) leadership • Q4 2024

    Question

    Justin Post inquired about how the rapid shift to a merchant model could impact margins and loyalty, and asked for clarification on the Q1 room night growth deceleration.

    Answer

    CEO Glenn Fogel explained that the merchant model is foundational to the connected trip, enabling better value for customers and suppliers while creating new profit opportunities for Booking. CFO Ewout Steenbergen clarified that the Q1 room night guidance reflects tougher comps and calendar shifts, but normalized underlying growth for key metrics remains in the low-double-digits, indicating continued business momentum.

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    Justin Post's questions to Booking Holdings (BKNG) leadership • Q3 2024

    Question

    Justin Post asked how the company's investments in AI are expected to translate into financial results, such as driving more direct traffic or lowering expenses, and inquired about factors affecting the Q4 bookings outlook, like geopolitical events.

    Answer

    CEO Glenn Fogel explained that while AI is a transformational technology that will improve services for travelers and partners, it is still too early to project specific financial impacts. CFO Ewout Steenbergen stated that the Q4 outlook is robust, with easier year-over-year comparisons and that geopolitical uncertainties have been factored into the guidance.

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    Justin Post's questions to Snap (SNAP) leadership

    Justin Post's questions to Snap (SNAP) leadership • Q2 2025

    Question

    Justin Post asked about specific initiatives aimed at reaccelerating U.S. DAU growth and questioned the Q3 revenue guidance, asking if there is potential for acceleration as Sponsored Snaps continues to ramp up.

    Answer

    CEO Evan Spiegel noted a user behavior shift towards sharing content to start conversations and mentioned new products focused on this area are coming later this year. CFO Derek Andersen clarified that the Q3 guidance reflects the current ad revenue growth rate of 3-4% and that while they are building demand for Sponsored Snaps, they also face tough comps from events like the Olympics in the prior year.

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    Justin Post's questions to Snap (SNAP) leadership • Q2 2025

    Question

    Justin Post asked about specific initiatives aimed at reaccelerating U.S. DAU growth and questioned how the Q3 guidance implies similar growth to Q2 despite the earlier challenges, probing for potential acceleration from Sponsored Snaps.

    Answer

    CEO Evan Spiegel highlighted a user behavior shift towards sharing content to start conversations and noted new products are in development to support this. CFO Derek Andersen stated the Q3 guidance reflects the current 3-4% ad revenue growth rate, with upside potential as the company builds demand for the new Sponsored Snaps inventory.

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    Justin Post's questions to Snap (SNAP) leadership • Q1 2025

    Question

    Justin Post revisited past comments about Snap being 'demand constrained' and asked about the current balance between ad supply and demand. He also inquired about the key strategies to unlock more advertiser demand, especially with new inventory from products like Sponsored Snaps.

    Answer

    CEO Evan Spiegel acknowledged the opportunity to grow demand but noted that inventory is also increasing, particularly with Sponsored Snaps in the chat surface. He explained that the key to unlocking this new inventory is bringing more goal-based bidding objectives to the format. The company has started with pixel purchase optimization and is now training models to support more objectives in the coming months.

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    Justin Post's questions to Snap (SNAP) leadership • Q3 2024

    Question

    Justin Post inquired about the long-term opportunity for the new 'Sponsored Snaps' and 'Promoted Places' ad formats, asking about potential usage and how ad insertion would function.

    Answer

    CEO Evan Spiegel explained that these new placements leverage the company's existing performance advertising foundation, allowing Snap Ads to be fungible across the platform. He noted that 'Promoted Places' has received positive early feedback from businesses aiming to drive in-store traffic, and that tests for 'Sponsored Snaps' are forthcoming in the quarter.

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    Justin Post's questions to Maplebear (CART) leadership

    Justin Post's questions to Maplebear (CART) leadership • Q4 2024

    Question

    Justin Post requested an update on Instacart's subscriber growth, or the percentage of GTV from subscribers, and the status of its relationship and testing with Walmart in the United States.

    Answer

    CEO Fidji Simo stated that Instacart+ member growth is outpacing monthly active order growth and that members account for the majority of GTV. Regarding Walmart, she confirmed the partnership continues in several hundred U.S. stores with positive, incremental results, but any decision to expand the relationship rests with Walmart.

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    Justin Post's questions to Maplebear (CART) leadership • Q3 2024

    Question

    Justin Post asked for an update on operating leverage, headcount trends following the restructuring, and key investment initiatives for the upcoming year.

    Answer

    CFO Emily Maher confirmed that while the Q1 restructuring reduced overall headcount, the company is actively reinvesting those savings into strategic priorities like Caper and emerging brand ad sales. She expects to continue driving non-GAAP OpEx leverage. CEO Fidji Simo reiterated that key investment areas include enhancing the enterprise and marketplace tech stack, affordability initiatives, and building out their omnichannel ad platform, all while delivering steady annual EBITDA growth.

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    Justin Post's questions to Reddit (RDDT) leadership

    Justin Post's questions to Reddit (RDDT) leadership • Q4 2024

    Question

    Justin Post from Bank of America asked how Reddit's on-platform search can differentiate from Google, its potential for commercialization, and for any guidance on full-year cost growth drivers like headcount.

    Answer

    CEO Steve Huffman explained that Reddit Search focuses exclusively on Reddit's unique, human-generated content, providing annotated answers linked to original conversations. COO Jen Wong added that search is inherently commercial, as it captures high-intent users seeking recommendations, which aligns with their keyword targeting and shopping ad products. CFO Drew Vollero noted that while a full-year guide isn't provided, cost growth has been around 20% recently, and he expects hiring to be slightly accelerated in 2025 to support growth initiatives.

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    Justin Post's questions to EBAY (EBAY) leadership

    Justin Post's questions to EBAY (EBAY) leadership • Q3 2024

    Question

    Justin Post asked about the potential for further growth in focus categories and the key initiatives driving them. He also requested insight into the various factors influencing the revenue take rate for the upcoming year.

    Answer

    CEO Jamie Iannone confirmed there is still room for growth in focus categories, highlighting double-digit growth in collectibles driven by innovations with TCGplayer, Golden, and a PSA grading partnership. CFO Steve Priest addressed the take rate, stating that while the U.K. C2C initiative will have a near-term impact, he expects advertising revenue to continue growing faster than GMV and anticipates incremental revenue from financial services in 2025.

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