Maplebear (CART) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good day and thank you for standing by. Welcome to Instacart's Second Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please limit yourself to one question and one follow-up so that we will have enough time to address everyone's questions.Please be advised that today's conference is be ...

American Express is teaming with restaurant management software company Toast on a multi-year, hospitality-focused partnership.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The collaboration, announced Tuesday (A ...

Oddity Tech (ODD) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good morning, and welcome to Auditia's Second Quarter twenty twenty five Earnings Conference Call. Today's call is being recorded, and we have allocated time for prepared remarks and Q and A. At this time, I'd like to turn the conference over to Maria Likuris, Investor Relations for Auditi. Thank you. You may begin.Speaker1Thank you, operator. I'm joined by Ron Holtzman, Auditi's Co Founder and CEO and Lindsay Druckerman, Auditi's G ...

Industry Trend - AI is poised to democratize access to personalized wellness services, making them available to a broader population at a significantly lower cost [1] - AI and AI-powered products are expected to substantially reduce the cost of wellness-related offerings, particularly those delivered digitally [2] Wellness Service - Currently, luxury wellness includes services like wellness coaches and personal trainers, which are expensive and accessible only to a small fraction of the population [1]

AI Personalization & User Experience - AI predicts user preferences on platforms like Netflix and TikTok, shaping user experience [1] - AI personalization creates "filter bubbles," limiting exposure to diverse content and perspectives [4][6] - Algorithms on platforms like TikTok can quickly polarize users with political content, creating echo chambers [6] - Over-personalization can confine users to comfort zones, hindering discovery of new interests [5] Impact on Personal Growth & Learning - AI-driven education apps, while helpful, may prevent users from confronting real challenges and limit progress [10] - Social media algorithms trap users, influencing attention and potentially leading to excessive usage [11] Recommendations & Mitigation Strategies - Users should actively explore diverse content on platforms like Spotify and Netflix to break out of filter bubbles [12] - Disabling autoplay features on platforms like YouTube can help users regain control over their choices [13] - Users can reset or tweak algorithms on platforms like Spotify to diversify recommendations [13] - The industry should promote responsible AI usage to expand user horizons and encourage exploration [14]

Foundation Model Strategy - Netflix is leveraging foundation models for personalized recommendations [1] - The strategy is based on work by Yesu Feng, a staff research scientist/engineer at Netflix, focused on generative foundation models [1] - Prior to Netflix, Feng worked on feed and marketplace optimization at LinkedIn and Uber, respectively [1] Industry Focus - The application of foundation models aims to improve personalized recommendations [1] - The discussion took place at the AI Engineer World's Fair in San Francisco [1]

[Music] Hi everyone. Very excited to be here and I'm Ahmed. This is Mazar.And uh today uh uh we're going to talk about our journey in leveraging large language models for personalization and ranking u and our path to production such a large model for uh for LinkedIn use cases. Oop uh recommendation ranking and personalization is deeply integrated our daily life. uh when you go to a feed to to read an article, when you're looking for a for a job, when you're searching for something, when you're buying someth ...

Hi, how are you doing? My name is Charisma Glassman and I'm here today to talk about AI in retail, luxury, and fashion. AI, the topic that never gets boring, right? But before we get into it, let me tell you something that I love. I love the fourletter word s a l e sale. I love shopping and it never gets boring for me. Whether it is strolling on uh Manhattan in Fifth Avenue in the boutique or going online or finding something on social media, it is really a stress busting exercise. Whether it is finding som ...

Core Insights - Stitch Fix, Inc. (SFIX) has achieved a 10% year-over-year growth in Average Order Value (AOV) in the third quarter of fiscal 2025, marking the seventh consecutive quarter of growth [1][9] Group 1: AOV Growth Drivers - The introduction of larger Fixes, allowing clients to receive up to eight items, has significantly contributed to AOV growth, with adoption more than doubling since the first quarter [2] - Enhanced product assortment, including on-trend styles and categories like footwear and accessories, has fueled higher AOV, with notable sales increases in athleisure (30% year-over-year) and sneakers (35%) [4][9] - The integration of Freestyle and Fix has improved client engagement, allowing clients to start a Fix based on items discovered on the Freestyle platform [5] Group 2: Client Engagement and Personalization - The flexibility offered by larger Fixes enables clients to refresh their wardrobes according to seasonal trends and personal events, enhancing the overall customer experience [3] - The launch of themed Fixes for specific occasions has further strengthened the service's appeal, helping the company understand new customers' preferences from the outset [3] Group 3: Financial Performance - Revenue per active client increased to $542, reflecting a 3.2% rise from the previous year, attributed to strategic investments in pricing optimization and inventory management [6] - The company anticipates tougher year-over-year comparisons in fiscal 2026 but remains confident in maintaining AOV growth through continued focus on client engagement and product innovations [7] Group 4: Valuation Metrics - SFIX is currently trading at a forward 12-month price-to-sales (P/S) multiple of 0.39X, significantly lower than the industry average of 1.69X and below its median P/S level of 0.41X over the past year [8]

AI-Driven Evolution of Search - Google is focusing on an AI-forward experience, aiming for a more natural and proactive user interaction [2] - The company envisions AI integration across various Google services, creating an agent that can access and utilize user data to provide personalized assistance [2][3] - Google anticipates the evolution of its search homepage in surprising ways, with AI playing a significant role [1] Proactive and Personalized User Experience - The company aims to provide proactive assistance, such as reminding students of homework and pre-packaging relevant information [2] - Google is working towards an agent that can see across all of a user's data to provide personalized and timely information [3] Integration and Accessibility - Google emphasizes the importance of experiencing the AI-driven features firsthand, highlighting the integration across different devices [3]