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    Ken Gawrelski • Wells Fargo & Company

    Ken Gawrelski's questions to Roblox Corp (RBLX) leadership

    Ken Gawrelski's questions to Roblox Corp (RBLX) leadership • Q2 2025

    Question

    Ken Gawrelski requested an update on the Google advertising partnership, including the implementation timeline and the potential for adding other third-party demand sources.

    Answer

    Founder and CEO David Baszucki reported that the rewarded video ad beta has been expanded to more creators, with a strong focus on performance and seeing good initial adoption. CFO Naveen Chopra confirmed that bringing in additional ad partners is part of the long-term vision as the business scales and noted that nearly 100 publishers are already onboarded.

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    Ken Gawrelski's questions to Roblox Corp (RBLX) leadership • Q2 2025

    Question

    Ken Gawrelski asked for an update on the Google advertising partnership, including the implementation timeline, the scale of the opportunity, and plans for bringing on other third-party demand sources.

    Answer

    CEO David Baszucki confirmed that the beta for rewarded video ads has been expanded to more creators, with strong initial pickup. CFO Naveen Chopra added that while they are in the early days with nearly 100 publishers onboarded, they envision bringing on additional ad partners as the business scales.

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    Ken Gawrelski's questions to Lyft Inc (LYFT) leadership

    Ken Gawrelski's questions to Lyft Inc (LYFT) leadership • Q2 2025

    Question

    Ken Gawrelski asked about Lyft's pricing strategy for addressing lower-cost use cases to accelerate the replacement of personal car ownership, particularly outside of major cities.

    Answer

    CEO David Risher reaffirmed the long-term goal of replacing car ownership. He outlined a multi-pronged approach to lower effective prices over time, including the fundamental cost structure change from AVs, ongoing work to manage insurance costs with state regulators, and product innovations like Price Lock. He also highlighted the potential for third-party subsidies, like the media business or brand partnerships, to offset ride costs for consumers.

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    Ken Gawrelski's questions to Airbnb Inc (ABNB) leadership

    Ken Gawrelski's questions to Airbnb Inc (ABNB) leadership • Q2 2025

    Question

    Ken Gawrelski asked about Airbnb's AI strategy regarding an open vs. closed platform and questioned the focus on Experiences/Services instead of doubling down on the larger accommodations market.

    Answer

    CEO Brian Chesky clarified the strategy is "and," not "either/or." He stated Airbnb is moving "significantly more aggressively into hotels" to supplement supply and sees Experiences/Services as potential multi-billion dollar businesses. On AI, he said that while open to integrating with external agents for lead generation, the focus is on building a superior, AI-native application first, as Airbnb's platform is not a simple commodity to be booked externally.

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