Suraj Rangacharya

Suraj Rangacharya asked about the confidence levels in the 20% MAU growth guidance for 2026, particularly given the Q1 expectation of lower growth and the impact of Super Bowl advertising campaigns.

Answer

CEO Lauren Antonoff expressed good confidence in the 20% MAU growth target, citing 2025 momentum and a clear trajectory. She clarified that brand-building campaigns like the Super Bowl ads are designed for longer-term demand generation and awareness, with their impact not necessarily seen within the same quarter, but current awareness signals are positive.

Suraj Rangacharya asked about the confidence level in the 20% MAU growth guidance for 2026, particularly given the expectation of lower Q1 growth and stronger H2 growth, and the impact of the recent Super Bowl advertising campaign.

Answer

CEO Lauren Antonoff expressed good confidence in the 20% MAU growth, citing momentum from 2025 and a clear trajectory. She clarified that brand-building campaigns like the Super Bowl are designed for longer-term demand and awareness, with their impact not necessarily seen in a single quarter, and current awareness signals look positive.