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    Nick Jones

    Research Analyst at JMP Securities

    Nick Jones is Managing Director of Internet Equity Research at Citizens JMP, specializing in equity research coverage of leading internet and e-commerce companies such as Amazon (AMZN), Carvana (CVNA), and Etsy. With a track record featuring a 58–59% success rate and average returns near 29–31% according to TipRanks, Jones is recognized for high-performing calls, including an 800% return on Carvana. He previously served as Vice President and Senior Analyst at Citi covering internet sectors and began his career at Paramax. Jones joined JMP Securities in 2022, advancing from Director to Managing Director by 2023, and holds a B.S. in Mechanical Engineering and an M.S. in Financial Engineering from the University at Buffalo. He is a CFA Level II candidate and registered with securities industry credentials.

    Nick Jones's questions to IAC (IAC) leadership

    Nick Jones's questions to IAC (IAC) leadership • Q1 2025

    Question

    Represented by Luke, Nick Jones asked for the high-level strategic priorities at Care.com aimed at accelerating growth.

    Answer

    Christopher Halpin, an IAC executive, reiterated the strategic priorities for Care.com. On the consumer side, the focus is on improving the product, optimizing pricing and packaging, and then ramping up marketing. For the enterprise business, priorities are driving utilization of the benefit among employees, enhancing the product, and acquiring new corporate clients. He noted the business benefits from strong secular demand for care services.

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    Nick Jones's questions to IAC (IAC) leadership • Q4 2024

    Question

    Nick Jones asked about the role of AI, particularly agent-like AI, in improving the questioning and matching processes at both Angi and Care.com going forward.

    Answer

    Joseph Levin, CEO of IAC, responded that a conversational UI powered by AI would be ideal for Angi to gather better job information and improve matching. An executive added that AI will enhance matching across marketplaces like Angi and Care.com where they have proprietary data, and will also improve functions like customer onboarding and service requests across the portfolio.

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    Nick Jones's questions to VCSA leadership

    Nick Jones's questions to VCSA leadership • Q4 2023

    Question

    Asked about the extent of further potential cost-cutting and whether market supply growth is fundamentally worsening churn by depressing owner revenue.

    Answer

    The company will not provide a guide but reiterated that they will prioritize adjusted EBITDA profitability. Regarding churn, they redirected the cause back to their own execution, stating they are focused on improving owner communication and experience, which they believe is the key driver, despite not yet seeing it impact the overall churn number.

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    Nick Jones's questions to Sonder Holdings (SOND) leadership

    Nick Jones's questions to Sonder Holdings (SOND) leadership • Q3 2023

    Question

    The analyst inquired about the future of the property portfolio size, the pace of live unit growth, and the health of the balance sheet.

    Answer

    Executives stated the focus is on achieving cash flow positivity by converting the existing contracted pipeline, which represents nearly 50% embedded growth, rather than signing many new properties. They are happy with the current 31% YoY live unit growth. Regarding the balance sheet, they feel comfortable with their healthy cash cushion and the strong positive trajectory for free cash flow.

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