Ad Revenue OpportunityIncreased confidence in the ad revenue opportunity driven by ad tech investments, unique data, and a brand-safe environment is expected to lead to a faster revenue ramp with high incremental EBITDA margins.
Advertising Platform DevelopmentThe advertising platform continues to develop nicely, with initial results from the Uber partnership outperforming industry averages for banner ads.
User Trends In Subscription BusinessTop of funnel user trends in the core subscription business have proven more durable than expected, with monthly active users accelerating in multiple quarters.