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    Thomas Senske

    Research Analyst at Cantor Fitzgerald & Co.

    Thomas Senske is an analyst at Cantor Fitzgerald & Co., specializing in financial analysis and investment research within the finance sector. His professional background is characterized by experience in venture capital, financial analysis, and management consulting, although specific public metrics on company coverage or analyst performance are not available. Senske's previous roles include positions at Berkeley Venture Capital, Edge Case Capital Partners, Profit Recovery Partners, and Octane OC prior to joining Cantor Fitzgerald. His credentials reflect a strong foundation in analysis and investment strategy, yet detailed FINRA registration, securities licenses, or industry rankings are not publicly reported.

    Thomas Senske's questions to MOND leadership

    Thomas Senske's questions to MOND leadership • Q2 2024

    Question

    Inquired about the traction of AI products like ABI and the progress of the internal AI project, Infinity. Also asked about the drivers behind the pressure on Average Revenue Per Transaction (ARPT) and the outlook for its recovery.

    Answer

    ABI transactions are currently less than 2% of the business but provide valuable data for model training. The Infinity project is being deployed across internal operations to improve efficiency and has already helped reduce marketing expenses. The pressure on ARPT is primarily due to expansion into lower-priced international markets, rather than consumer weakness, and it is expected to stabilize and begin recovering into 2025. The company believes market softness is advantageous for its model, a dynamic it can now capitalize on post-refinancing.

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