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    Robert Zeller

    Research Analyst at Truist Securities

    Robert Zeller is an Equity Research Associate specializing in Internet and Digital Media at Truist Securities, where he provides financial analysis and coverage on companies including Match Group Inc. and LendingTree Inc. His research work has contributed to Truist's visibility on earnings calls with these firms, reflecting an emerging performance record in the sector. Zeller began his finance career with internships at CME Group, Toronto-Dominion Bank, Rubachem Systems, and later joined Truist Securities in institutional equity sales before moving to his current research role. He holds a Bachelor of Fine Arts from Tufts University and the School of the Museum of Fine Arts, a Master of Fine Arts from the New York Academy of Art, and maintains active FINRA registration with 52 state licenses and a clean compliance record.

    Robert Zeller's questions to Match Group (MTCH) leadership

    Robert Zeller's questions to Match Group (MTCH) leadership • Q1 2025

    Question

    Robert Zeller, on for Youssef Squali, asked about the typical process for a new market rollout, including costs, user growth dynamics, and the revenue ramp-up period.

    Answer

    CEO Spencer Rascoff explained that the process depends on the brand and market complexity, but typically involves a few million dollars in spend. He used the recent launch of Pairs in South Korea as an example, where the company leveraged the existing Match Group Asia go-to-market team, resulting in minimal incremental headcount costs. He described it as a proven playbook that the company has followed globally across its brands and is a key focus for future growth in uncovered geographies.

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    Robert Zeller's questions to LendingTree (TREE) leadership

    Robert Zeller's questions to LendingTree (TREE) leadership • Q3 2024

    Question

    Robert Zeller, on for Youssef Squali, asked how LendingTree expects to evolve with the evolution of search and if there was anything to unpack regarding a $4 million settlement litigation cost on the P&L.

    Answer

    CEO Douglas Lebda reiterated that the company works very closely with Google on both SEM and SEO and aims to win its fair share of auctions while not being dependent on any single traffic source. Regarding the litigation charge, he explained it is an accrual for prospective settlements in the normal course of business and should not be given too much weight for any single case.

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    Robert Zeller's questions to Shutterstock (SSTK) leadership

    Robert Zeller's questions to Shutterstock (SSTK) leadership • Q2 2024

    Question

    Asked for the value of non-cash (equity) revenue from data deals in the quarter and requested an update on partnerships with major AI players in light of the evolving regulatory landscape.

    Answer

    Paul Hennessy disclosed that non-cash revenue from equity in data deals was approximately $12 million in Q2. He emphasized that major AI players are increasingly partnering with Shutterstock for ethically sourced, licensable data to mitigate regulatory and reputational risks, positioning the company as a critical provider in the AI ecosystem.

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