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    Tom Champion

    Director and Senior Research Analyst at Piper Sandler Companies

    Tom Champion is a Director and Senior Research Analyst at Piper Sandler, specializing in internet commerce and digital media with coverage of companies such as Airbnb, Alphabet, Amazon, DoorDash, Meta Platforms, Netflix, and Uber. He covers over 20 major internet and digital media stocks, and according to TipRanks, his recommendations have a 46% success rate with an average return of 2.2%, highlighted by a notable 229.7% return on Zillow Group. Champion joined Piper Sandler in 2020 after seven years at Cowen and previous roles at Credit Suisse and JP Morgan, and he holds a bachelor's degree from Princeton University and an MBA from the Wharton School at the University of Pennsylvania. His credentials include extensive equity research experience across top firms and significant sector influence in internet and digital commerce analysis.

    Tom Champion's questions to Vimeo (VMEO) leadership

    Tom Champion's questions to Vimeo (VMEO) leadership • Q2 2025

    Question

    Tom Champion inquired about the outlook for returning the enterprise customer count to growth in the second half of the year, potential impacts from macroeconomic turmoil, and whether changes in the search landscape are affecting the enterprise business. He also asked for an update on the company's investment plans for the year, particularly regarding R&D.

    Answer

    CEO Philip Moyer stated that while some customers churn, Vimeo is successfully winning new enterprise clients and refining its packaging to create a seamless upgrade path from self-serve. He acknowledged minor macroeconomic challenges but emphasized Vimeo's strong value proposition. Regarding search, he noted that while the environment is challenging, Vimeo's ad spend is highly efficient, and new AI tools are being developed to help customers with SEO. CFO Gillian Munson explained that the company is investing more efficiently than anticipated, allowing for an increase in the full-year adjusted EBITDA guidance without reducing investment enthusiasm. Moyer added that product and codebase consolidation is also driving efficiency and accelerating the pace of innovation.

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    Tom Champion's questions to DESP leadership

    Tom Champion's questions to DESP leadership • Q1 2024

    Question

    Asked for more detail on the offline sales strategy in Brazil and for commentary on the macroeconomic environment, distinguishing between company execution and market dynamics.

    Answer

    The executive explained the offline strategy is a targeted effort to capture new customers from the large offline market and convert them to online users. The macroeconomic outlook is positive and in line with plans, with expectations for accelerating growth and operational leverage, making them slightly more optimistic than 90 days prior.

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