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    Youssef Squali • Truist Securities

    Youssef Squali's questions to Trade Desk Inc (TTD) leadership

    Youssef Squali's questions to Trade Desk Inc (TTD) leadership • Q2 2025

    Question

    Youssef Squali from Truist Securities inquired about the evolving competitive landscape, specifically asking for an assessment of Amazon's advertising efforts with its DSP and Prime Video inventory.

    Answer

    CEO Jeff Green explained that The Trade Desk's strategy remains focused on providing objective, transparent access to the entire open internet. He positioned Amazon as not a direct competitor, arguing that walled gardens are inherently biased toward their own media, like Prime Video. Green suggested that Amazon's large inventory creates conflicts that weaken its objectivity claims and that Amazon is a more likely potential partner than a long-term competitor for buying across the open internet.

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    Youssef Squali's questions to Trade Desk Inc (TTD) leadership • Q4 2024

    Question

    Youssef Squali asked for more detail on Jeff Green's comments about Google exiting the open internet, questioning if a shift in advertiser sentiment is already being observed. He also asked for the political ad contribution in Q4.

    Answer

    Co-Founder and CEO Jeff Green clarified his view is based on Google's network business shrinking for years and its strategic focus shifting to priorities like AI, Cloud, and YouTube. He argued that Google's regulatory issues stem from its open internet business, creating an incentive to distance itself and leaving a large opportunity for The Trade Desk. CFO Laura Schenkein answered the second question, stating that political ad spend constituted about 5% of the business in the fourth quarter.

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    Youssef Squali's questions to Peloton Interactive Inc (PTON) leadership

    Youssef Squali's questions to Peloton Interactive Inc (PTON) leadership • Q4 2025

    Question

    Youssef Squali inquired about the long-term secular growth outlook for the business beyond near-term pricing actions and asked for a more detailed breakdown of gross margin expectations for fiscal 2026.

    Answer

    President & CEO Peter Stern expressed strong optimism, citing a U.S. serviceable addressable market of 17 million households, of which Peloton has captured only a fraction. He believes the market is expanding as wellness becomes a priority, creating new growth vectors. CFO Liz Coddington added that the fiscal 2026 gross margin outlook reflects a 140 basis point improvement (adjusted for overhead allocation), driven by gains in both Connected Fitness (lower service/warranty costs) and Subscription (content and music royalty optimizations) segments.

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    Youssef Squali's questions to Peloton Interactive Inc (PTON) leadership • Q3 2025

    Question

    Youssef Squali asked for CEO Peter Stern's perspective on progress against key initiatives, the primary challenges to returning to revenue growth, and the rationale behind the recent executive team changes.

    Answer

    CEO Peter Stern stated that progress is strong, highlighting cost reductions, improved unit economics, and a healthy LTV to CAC ratio as evidence of 'earning the right to grow.' He identified hardware innovation and expanding Peloton's presence in retail, gyms, and hotels as key to future growth. Regarding management changes, Stern explained the new COO, Charles Kirol, was hired to improve innovation, supply chain agility, and product quality, while searches for a CIO, CMO, and Chief Communications Officer are underway to address tech debt, drive top-line growth, and better communicate the company's story.

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    Youssef Squali's questions to DoorDash Inc (DASH) leadership

    Youssef Squali's questions to DoorDash Inc (DASH) leadership • Q2 2025

    Question

    Youssef Squali inquired about the strategic opportunity unlocked by the SevenRooms acquisition and asked for an update on the profitability progression of new, non-restaurant verticals.

    Answer

    CEO & Chair Tony Xu positioned SevenRooms as a key part of DoorDash's commerce platform, adding marketing and data analytics capabilities to help merchants understand their customers. He sees it as a third major B2B product alongside Drive and Storefront. CFO Ravi Inukonda stated that while they are investing in SevenRooms, its bottom-line impact will be minimal. For new verticals, he confirmed that unit economics improved year-over-year and that the focus remains on driving scale, which in turn drives efficiency and improves economics.

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    Youssef Squali's questions to DoorDash Inc (DASH) leadership • Q1 2025

    Question

    Youssef Squali asked for more detail on the affordability initiatives and mix shift that caused a sequential decline in net revenue margins and what would drive them higher. He also questioned if structural issues in Europe make Deliveroo's margins lower and if they can be improved.

    Answer

    CFO Ravi Inukonda explained the margin dip was due to seasonality and specific investments in affordability and selection, but expects take rates to be higher in Q2 and H2. CEO Tony Xu addressed Deliveroo, stating the focus is on maximizing long-term profit dollars, not unit margins, and that adding scale in Europe presents an opportunity to improve profit potential.

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    Youssef Squali's questions to DoorDash Inc (DASH) leadership • Q4 2024

    Question

    Youssef Squali asked a follow-up on advertising, focusing on the importance of DSP partnerships like The Trade Desk, and questioned the reason for the sequentially flat take rate in Q4.

    Answer

    CEO Tony Xu described DSP partnerships as a natural step in building out a comprehensive ad platform for all merchant types. CFO Ravi Inukonda explained that the Q4 take rate was impacted by seasonal factors, mainly higher Dasher pay to support strong holiday volume, and reiterated that the company optimizes for total profit dollars, not a specific take rate percentage.

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    Youssef Squali's questions to DoubleVerify Holdings Inc (DV) leadership

    Youssef Squali's questions to DoubleVerify Holdings Inc (DV) leadership • Q2 2025

    Question

    Youssef Squali questioned the drivers behind the Q2 revenue outperformance compared to the guidance provided at Innovation Day and asked for an explanation of the significant improvement in Measured Transaction Fees (MTF), which declined only 1%.

    Answer

    CEO Mark Zagorski credited the outperformance to a strong activation quarter, particularly the 23% year-over-year growth in the Authentic Brand Suitability (ABS) product. CFO Nicola Allais explained that the MTF improvement was not due to pricing changes but was a direct result of a favorable product mix, driven by strong upsells of the premium-priced ABS solution. She added that future social activation products should also positively impact MTF.

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    Youssef Squali's questions to DoubleVerify Holdings Inc (DV) leadership • Q4 2024

    Question

    Youssef Squali questioned the health of the advertising ecosystem and DV's long-term growth sustainability given several recent one-time negative items. He also asked for a breakdown of the factors driving the decline in the average impression price (MTF) and the outlook beyond 2025.

    Answer

    CEO Mark Zagorski acknowledged the isolated challenges but expressed confidence, noting DV is now better positioned to capture ad spend shifting to proprietary platforms with new activation tools. CFO Nicola Allais and CEO Mark Zagorski attributed the MTF decline to a mix shift toward international and social, plus competitive pricing for large former Moat clients. They expect the trend to continue in 2025 but aim to offset it long-term with new premium products, while maintaining strong gross margins above 80%.

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    Youssef Squali's questions to DoubleVerify Holdings Inc (DV) leadership • Q3 2024

    Question

    Youssef Squali asked for more detail on the more gradual revenue ramp in the Measurement segment and inquired about the specific timing for testing and launching the new pre-bid avoidance product for Meta.

    Answer

    CFO Nicola Allais confirmed that social measurement growth slowed to 21% in Q3 from 47% in H1, attributing it to a more gradual adoption of Meta's brand safety tool as some advertisers now await the forthcoming pre-bid activation solution. CEO Mark Zagorski added that the pre-bid solution is expected to launch in alpha in Q1 2025 and that its earlier-than-expected announcement caused some advertisers to pause measurement adoption to wait for the combined offering.

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    Youssef Squali's questions to Oddity Tech Ltd (ODD) leadership

    Youssef Squali's questions to Oddity Tech Ltd (ODD) leadership • Q2 2025

    Question

    Youssef Squali of Truist Securities inquired about the drivers behind the sequential compression in the Q3 gross margin guidance and sought confirmation that the 2026 growth outlook of 20% does not depend on revenue from the upcoming Brand 3 launch.

    Answer

    CFO Lindsay Drucker Mann clarified that the company manages to contribution margin, not gross margin, and the guidance includes conservatism. She noted that the back half of the year has some seasonality with a higher mix of repeat sales and less leverage on fixed COGS. She confirmed that neither the 2025 nor 2026 growth targets rely on Brand 3, as Il Makiage and Spoiled Child provide a sufficient growth runway. The company remains committed to its 20% growth and 20% adjusted EBITDA margin algorithm.

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    Youssef Squali's questions to Oddity Tech Ltd (ODD) leadership • Q1 2025

    Question

    Youssef Squali of Truist Securities inquired about the contribution of international markets to Q1 growth, whether SpoiledChild is expanding internationally, and the potential business impact of the FTC's new 'click-to-cancel' rule.

    Answer

    CEO Oran Holtzman confirmed that international markets performed well in Q1, contributing to double-digit growth alongside the U.S., and are a key part of the strategy to grow IL MAKIAGE. Global CFO Lindsay Drucker Mann stated the company does not expect the 'click-to-cancel' rule to be an issue, as their subscription model is already opt-in, cancellations are self-serve, and internal testing showed no major business impact.

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    Youssef Squali's questions to Oddity Tech Ltd (ODD) leadership • Q4 2024

    Question

    Youssef Squali of Truist Securities asked about the impact of macro concerns on Oddity's consumer base, such as potential weakness or trade-downs, and questioned the potential business impact if TikTok were to be banned in the U.S.

    Answer

    CEO Oran Holtzman stated that a potential TikTok shutdown would have no material impact on the business, as the company's internal teams can shift advertising spend to other platforms very quickly. Regarding the macro environment, he explained that the ongoing consumer shift to online channels presents a significant opportunity for Oddity, insulating it from the promotional pressures and inventory issues affecting brick-and-mortar-focused competitors.

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    Youssef Squali's questions to Vimeo Inc (VMEO) leadership

    Youssef Squali's questions to Vimeo Inc (VMEO) leadership • Q2 2025

    Question

    Youssef Squali asked about the drivers of the self-serve business's strong performance, the underlying reasons for continued subscriber declines, and the assumptions behind the company's goal of achieving double-digit growth by year-end. He also requested more detail on the slowdown in enterprise bookings and the factors driving confidence in a second-half reacceleration.

    Answer

    CEO Philip Moyer attributed the 11% growth in self-serve bookings to new leadership, improved pricing and packaging that boosted retention, and the rollout of new product features, including AI. CFO Gillian Munson added that while subscriber growth is likely a 2026 event, pricing provides significant room for growth, and the self-serve segment could become a double-digit grower. Regarding the enterprise slowdown, Munson explained it was due to a large, bandwidth-focused international customer who did not adopt other features, which served as a key learning. Moyer expressed confidence in a reacceleration driven by winning competitive deals, improving customer retention processes, and expanding existing accounts with new offerings like 'workspaces' and revenue-generating AI translation services.

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    Youssef Squali's questions to Vimeo Inc (VMEO) leadership • Q1 2025

    Question

    Youssef Squali of Truist Securities sought a high-level perspective on the current macroeconomic environment and customer sentiment for both self-serve and enterprise segments. He also questioned the significant deceleration in enterprise bookings growth, asking for quantification of the sales team transition's impact and the outlook for Q2.

    Answer

    Philip Moyer (Executive) noted consistency in self-serve macro conditions and a new sales leader in Enterprise. He explained that while some deals slowed, Vimeo's value proposition includes cost-takeout, which resonates with customers. Regarding bookings, he emphasized the lumpiness of the Enterprise business, the focus on larger deals, and a shift towards revenue as a more reliable growth indicator than quarterly bookings.

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    Youssef Squali's questions to Vimeo Inc (VMEO) leadership • Q4 2024

    Question

    Youssef Squali of Truist Securities inquired about Vimeo's high-level capital allocation strategy, questioning the balance between organic investment and returning cash to shareholders. He also asked for more detail on the Q1 guidance, specifically the growth expectations for the Self-Serve versus Enterprise segments.

    Answer

    Executive Gillian Munson stated that while Vimeo bought back over $30 million in stock in 2024 and continues to do so, the primary focus for 2025 is investing up to $30 million in the business to drive growth, which is expected to generate a strong return. Executive Philip Moyer supported this by noting that 40% of Q4 deals were driven by new AI capabilities, proving R&D investments yield results. For the Q1 outlook, Munson clarified that while the Enterprise segment will be the primary growth driver, they expect the Self-Serve business to return to a growth mode as 2025 progresses, contributing to overall accelerating growth.

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    Youssef Squali's questions to Meta Platforms Inc (META) leadership

    Youssef Squali's questions to Meta Platforms Inc (META) leadership • Q2 2025

    Question

    Youssef Squali inquired about the progress of smart glasses as a computing platform and asked about the outlook for stock-based compensation (SBC) and plans to minimize shareholder dilution.

    Answer

    CEO Mark Zuckerberg expressed excitement about the progress of Ray-Ban Meta glasses, calling them the ideal form factor for AI and a key part of the future. CFO Susan Li stated that increased SBC from AI talent acquisition is factored into the expense outlook and that the company plans to manage dilution through its share repurchase program, supported by a strong financial position.

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    Youssef Squali's questions to Meta Platforms Inc (META) leadership • Q2 2025

    Question

    Youssef Squali from Truist Securities asked for an update on the progress of AI glasses as a new computing platform and whether they are expected to replace smartphones. He also inquired about the outlook for stock-based compensation (SBC) and plans to minimize shareholder dilution.

    Answer

    CEO Mark Zuckerberg expressed excitement about the progress with Ray-Ban Meta glasses, stating they are the ideal form factor for AI by allowing the AI to see and hear the user's environment. He believes that in the future, not having AI glasses will be a cognitive disadvantage. CFO Susan Li noted that increased compensation costs, including SBC, are factored into the expense outlook. She affirmed that Meta's strong financial position allows it to support these investments while continuing its share buyback program to offset dilution.

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    Youssef Squali's questions to Meta Platforms Inc (META) leadership • Q2 2025

    Question

    Youssef Squali of Truist Securities asked about the progress of smart glasses as a new computing platform and whether they are expected to replace smartphones. He also questioned how Meta plans to manage stock-based compensation (SBC) and minimize shareholder dilution amid aggressive hiring.

    Answer

    CEO Mark Zuckerberg expressed excitement about the progress with Ray-Ban Meta glasses, calling them the ideal form factor for AI. He believes that not having AI glasses in the future will be a significant cognitive disadvantage. CFO Susan Li stated that increased SBC from AI hires is factored into the expense outlook. She affirmed Meta's focus on managing dilution, noting the company's financial strength allows for continued share repurchases and dividends to offset equity compensation.

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    Youssef Squali's questions to Meta Platforms Inc (META) leadership • Q1 2025

    Question

    Youssef Squali inquired whether the AI chatbot market will be a 'winner-takes-most' or fragmented landscape and asked about Meta AI's key competitive advantages. He also requested details on the potential financial impact of the EU's DMA decision.

    Answer

    CEO Mark Zuckerberg predicted there will be a number of different AI agents, with personalization becoming a key differentiator over time. CFO Susan Li addressed the EU DMA decision, stating it is too early to specify changes but noted that the impacted European region represented 16% of worldwide revenue in 2024. She added that Meta is actively engaging with the European Commission.

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    Youssef Squali's questions to Meta Platforms Inc (META) leadership • Q3 2024

    Question

    Youssef Squali asked if Meta plans to test ads on commercial queries within Meta AI to create an 'answer engine.' He also questioned if Reality Labs is approaching peak operating losses and which products hold the most potential.

    Answer

    CFO Susan Li responded that the immediate focus for Meta AI is on creating a valuable consumer experience, with monetization opportunities to be explored later. For Reality Labs, she did not provide guidance beyond 2024 but noted excitement around smart glasses. She affirmed that Reality Labs remains a strategic long-term priority and will continue to be an area of significant investment.

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    Youssef Squali's questions to Integral Ad Science Holding Corp (IAS) leadership

    Youssef Squali's questions to Integral Ad Science Holding Corp (IAS) leadership • Q1 2025

    Question

    Youssef Squali questioned the reasons for the single-digit decline in open web measurement revenue and asked why the full-year guidance was raised by less than the Q1 earnings beat.

    Answer

    CEO Lisa Utzschneider explained the open web decline is due to both industry-wide softness in display advertising and a strategic budget shift by clients from measurement to optimization products. Regarding guidance, she stated it reflects extensive customer feedback on macroeconomic conditions and the company's direct line of sight into its forecast.

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    Youssef Squali's questions to Integral Ad Science Holding Corp (IAS) leadership • Q4 2024

    Question

    Youssef Squali asked about pricing dynamics, specifically for clients won from Oracle's Moat, and questioned if the new prebid product on Meta provided a lift to measurement revenue in Q4.

    Answer

    CEO Lisa Utzschneider explained that while the Oracle Moat client wins were competitive and involved pricing dynamics, the company achieved a high win rate due to product differentiation. She clarified that the measurement revenue uptick was driven by broader adoption of Total Media Quality (TMQ) and expansion to new platforms like Snap and Pinterest. The Meta prebid product is ramping well and showing value, but it's still in its early days.

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    Youssef Squali's questions to Integral Ad Science Holding Corp (IAS) leadership • Q3 2024

    Question

    Youssef Squali requested a breakdown of the Q4 revenue guidance, specifically the assumed trends for the optimization and measurement segments. He also asked if the competitive process for winning Oracle's business led to significant pricing pressure.

    Answer

    CFO Tania Secor stated the Q4 guide assumes continued lower volume growth in CPG/retail and slower new product monetization, but anticipates a slight uptick in advertising revenue growth (both measurement and optimization) while publisher growth moderates. CEO Lisa Utzschneider acknowledged the Oracle process was competitive but stressed that IAS led with value and offered competitive rates with a clear path to upsell premium products, as Oracle's offerings were more basic.

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    Youssef Squali's questions to NerdWallet Inc (NRDS) leadership

    Youssef Squali's questions to NerdWallet Inc (NRDS) leadership • Q1 2025

    Question

    Youssef Squali asked for the drivers behind the expected return to MUU growth in 2026, NerdWallet's strategy for maintaining presence on AI-driven search platforms, and the organic growth of the mortgage business excluding the Next Door Lending acquisition.

    Answer

    CFO Jun Lee reiterated that while the MUU metric is retired, the forecast for a return to growth is based on stabilizing trends in the search landscape. Co-Founder and CEO Tim Chen added that NerdWallet's high-quality content and concierge-like experiences position it well for AI search referrals. Regarding organic growth, Jun Lee stated that Next Door Lending added about one point of growth to the overall business in Q1, and the loans business would have grown modestly without it.

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    Youssef Squali's questions to NerdWallet Inc (NRDS) leadership • Q4 2024

    Question

    Youssef Squali asked about the sustainable long-term growth rate for the insurance business post-hypergrowth and sought more detail on investment areas impacting the full-year profit guide.

    Answer

    CEO Tim Chen suggested long-term insurance growth would be driven by factors like GDP, risk trends, and the channel shift from agents to digital, likely resulting in slightly above-GDP growth. CFO Lauren St. Waugh clarified the full-year non-GAAP OI guide of $50-60M reflects lower seasonal brand spend in Q2-Q4 compared to Q1. CEO Tim Chen added that the cost base is mature, with non-variable costs expected to grow at a slower rate.

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    Youssef Squali's questions to IAC Inc (IAC) leadership

    Youssef Squali's questions to IAC Inc (IAC) leadership • Q1 2025

    Question

    Represented by Robert Zeller, Youssef Squali asked if the renewed Google partnership included cloud savings, about the traffic impact from Google's AI Overviews, and for clarity on the drivers of programmatic advertising softness.

    Answer

    Christopher Halpin, an IAC executive, confirmed the Google deal was for Search only, with no cloud component. Neil Vogel, CEO of DDM, stated that while Google's AI Overviews cause a 'little performance decline,' the overall impact is not significant as search is only about one-third of DDM's traffic. Halpin clarified that programmatic softness was driven by both lower available impressions in Q1 and a softening in market pricing, which has gone from strong growth to flat year-over-year.

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    Youssef Squali's questions to IAC Inc (IAC) leadership • Q4 2024

    Question

    Youssef Squali inquired about the impact of integrating OpenAI technology into D/Cipher on performance metrics like conversion and pricing. He also asked Barry Diller how IAC's engagement with MGM might change after the Angi spin-off.

    Answer

    Christopher Halpin, an IAC executive, noted that D/Cipher has over 30 case studies proving its outperformance and that integrating OpenAI allows for even better contextual targeting using video and images. Barry Diller, Senior Executive and Chairman, described MGM as a 'forever asset,' stating that IAC may increase its ownership stake over time as MGM continues to buy back its own undervalued stock. Joseph Levin, CEO of IAC, added that the relationship between MGM and its JV partner remains strong.

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    Youssef Squali's questions to IAC Inc (IAC) leadership • Q3 2024

    Question

    Youssef Squali asked about the financial contribution from the OpenAI deal, the pipeline for similar licensing deals, and the rationale for the timing of the potential Angi spin-off announcement.

    Answer

    Executive Christopher Halpin noted the OpenAI deal was the primary driver of a $4.1M year-over-year increase in Q3 licensing revenue. IAC CEO Joey Levin added that while other term sheets are in hand, no new large-scale deals have been finalized. Regarding the Angi spin-off, Levin explained the disclosure was a necessary legal and tactical step to begin detailed planning with all constituents, stating that a spin-off is 'highly likely' but requires a formal process.

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    Youssef Squali's questions to IAC Inc (IAC) leadership • Q2 2024

    Question

    Youssef Squali asked if IAC was signaling a potential M&A move into a new business category and how it would manage investor perception of that risk. He also inquired about the pipeline for additional AI data licensing deals following the one with OpenAI.

    Answer

    IAC CEO Joey Levin stated that while IAC has a history of entering new categories, it follows a rule of never 'betting the company' on a single opportunity. On data licensing, he expressed high confidence in signing more deals, noting that the value of DDM's trusted content is increasing as AI models seek quality and accuracy. He expects a mix of cash and revenue-share deals in the future.

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    Youssef Squali's questions to Lendingtree Inc (TREE) leadership

    Youssef Squali's questions to Lendingtree Inc (TREE) leadership • Q4 2024

    Question

    Youssef Squali sought a long-term historical perspective on the 'steady state' growth for the insurance business in a normalized environment. He also asked about LendingTree's SEO strategy and organic traffic mix, noting the company appeared less affected by recent Google algorithm changes than its competitors.

    Answer

    Scott Peyree, COO, explained that historically, after downturns, the insurance business resets to a new, higher plateau as more marketing spend shifts to online channels. Douglas Lebda, CEO, and Scott Peyree added that organic traffic constitutes 15-20% of total traffic and that SEO revenue grew 30% year-over-year in Q4. They attributed this success to a focus on high-quality, unique content, which aligns with Google's recent algorithm priorities.

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    Youssef Squali's questions to ETSY Inc (ETSY) leadership

    Youssef Squali's questions to ETSY Inc (ETSY) leadership • Q4 2024

    Question

    Youssef Squali asked for the main factors that could improve Etsy's GMS performance post-Q1 and whether a return to GMS growth is anticipated by year-end. He also inquired about the 10% decline in active sellers and if GMS growth can occur without seller growth.

    Answer

    CEO Josh Silverman expressed optimism for GMS improvement after Q1, citing the shift of product teams back to near-term GMS-driving work after focusing on foundational, long-term projects in 2024. CFO Lanny Baker addressed the seller count, explaining the decline was due to purposeful friction in the sign-up process to improve seller quality. He stated that the current breadth of selection is sufficient to support GMS growth, making seller growth not a prerequisite.

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    Youssef Squali's questions to Shutterstock Inc (SSTK) leadership

    Youssef Squali's questions to Shutterstock Inc (SSTK) leadership • Q3 2024

    Question

    Youssef Squali asked about the recovery trajectory for the core Content business (excluding Envato), the visibility into the Data business pipeline for 2025, and the drivers behind Envato's outperformance.

    Answer

    CEO Paul Hennessy noted the core Content business's rate of decline is improving sequentially, from -9% to -7%, and is expected to improve further, but he did not provide a specific timeline for a return to growth. CFO Jarrod Yahes explained the Data business has limited visibility but is seeing improved durability from land-and-expand deals. Regarding Envato, Mr. Hennessy attributed its strong performance to a successful rebrand and site enhancements that are driving subscriber growth beyond initial expectations.

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    Youssef Squali's questions to Shutterstock Inc (SSTK) leadership • Q2 2024

    Question

    Robert Zeller, on for Youssef Squali, asked for quantification of non-cash (barter) data transactions and an update on partnerships with major AI players amid a changing regulatory landscape.

    Answer

    CFO Jarrod Yahes specified that revenue received in the form of equity was approximately $12 million in the second quarter. CEO Paul Hennessy added that the evolving regulatory environment, such as the EU AI Act, makes Shutterstock's licensable, ethically-sourced data mission-critical for AI companies, reinforcing its partnership value.

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    Youssef Squali's questions to Alibaba Group Holding Ltd (BABA) leadership

    Youssef Squali's questions to Alibaba Group Holding Ltd (BABA) leadership • Q1 2025

    Question

    Youssef Squali noted that CapEx more than doubled year-over-year and asked if this is a sustainable run rate. He also inquired about the ROI framework for these AI investments and any early signs of success.

    Answer

    CFO Toby Xu confirmed that the significant CapEx increase was driven by strong demand and that a similar level of investment is expected in the coming quarters. CEO Eddie Wu added that the ROI is very high because the investment meets existing, unmet demand, giving an example that new servers are running at full capacity 'instantly' upon deployment.

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