A second would be kind of the food delivery, the Uber's door dashes of the world. Once again, they have a captive audience sometimes when you're traveling where you're looking at the back of a screen or you're looking at your phone and maybe potentially ordering food.

Feb 5, 2026 / receipt, needs a key / Scott, CEO | earnings call 2026-02-05 | transcript 14ecbc0d-e25e-46d1-846d-a9a7873ecff9 | chars 31243-31511 | segment 32

So as a reminder, Q4 is our seasonally high-expense quarter due to events and conferences like ramp-up as well as just some compensation-related step-ups. This accounts for the majority of the sequential increase.

Feb 5, 2026 / receipt, needs a key / Lauren, CFO | earnings call 2026-02-05 | transcript 14ecbc0d-e25e-46d1-846d-a9a7873ecff9 | chars 42556-42769 | segment 43

And I think one of the reasons that our new hires have been so effective is they can go in and they can talk the language of retail, the language of automotive, the language of travel, and they're very effective in a slightly different way than perhaps our original sellers, what they brought.

Nov 8, 2023 / receipt, needs a key / Scott, CEO | earnings call 2023-11-08 | transcript 59b2dfe2-952f-45c3-8abd-d2199d3b0aaa | chars 45406-45699 | segment 46

And the same things that you can see take place. I mean, it's all about data collaboration, right? And a natural first place to do it, given how complementary retailers and packaged goods providers are, was the whole concept of retail media networks. Because the retailer has store purchase information. They have sophisticated concepts like merchandising and thinking about, it's beyond just the store but the website as well now. And the packaged goods companies were spending pretty significantly and their co-op budgets could be made far more effective through data collaboration. Well, those conditions where collaboration could unlock benefits for all extend far beyond just retail media. So in the travel space, for instance, think about how many travel partners that you might utilize, whether it be airlines or rental cars or hotel companies. What an incredible opportunity for them to collaborate. Connected cars. Almost all the cars we buy today have pretty sophisticated user interfaces in the dashboard. And so to the extent that you're using your car to nav to a gas station or a retailer, what an incredible opportunity for the OEM to collaborate with retail. And even the example I shared earlier where I was talking about the new auto manufacturer we had signed, that's a really interesting manifestation of a commerce network because you have multiple constituencies. You have the OEM that might be doing big national television buys and planning. You have the regional OEM I don't

May 24, 2023 / receipt, needs a key / Scott, CEO | earnings call 2023-05-24 | transcript 6103e593-a9c1-49c9-b598-722d7fa3ab46 | chars 45998-47497 | segment 47

And then kind of two and three in no particular order, I would say financial services. There's a healthy appetite for this. and then the other is travel. The seeds in travel are already in place because airline miles are the currency of exchange across all of your travel partners. So those same consortiums that exist that have historically been built around miles increasingly will use data as the currency. I think that's probably a couple years to really play out and scale. But all three of those I see being very interesting markets.

May 24, 2023 / receipt, needs a key / Scott, CEO | earnings call 2023-05-24 | transcript 6103e593-a9c1-49c9-b598-722d7fa3ab46 | chars 56678-57217 | segment 57

We had an upsell with a global travel and hospitality customer and also a major automotive manufacturer.

May 24, 2023 / receipt, needs a key / Scott Howe, CEO | earnings call 2023-05-24 | transcript 6103e593-a9c1-49c9-b598-722d7fa3ab46 | chars 4557-4661 | segment 4

Again, we are not satisfied. as the travel restrictions of COVID ease will absorb additional T&E, but will continue to improve profitability in the coming year.

May 24, 2022 / receipt, needs a key / Scott, CEO | earnings call 2022-05-24 | transcript 19c668a7-64c2-4a7d-bc95-cb6d1cfbaae2 | chars 14092-14252 | segment 14

They intend to win back loyal customers ahead of what they believe will be a rebound year for travel.

Feb 9, 2022 / receipt, needs a key / Scott Howe, CEO | earnings call 2022-02-09 | transcript 4ef81ebc-8ddd-445f-a0e9-2dab59c7b168 | chars 10558-10659 | segment 10

In addition, we expect T&E to normalize as we move into the second half.

Nov 2, 2021 / receipt, needs a key / Warren Jensen, CFO | earnings call 2021-11-02 | transcript fe6457a4-c7d6-4385-acfb-451cf97392d4 | chars 20333-20405 | segment 21

In addition, we expect T&E to normalize as we move into the second half.

Aug 5, 2021 / receipt, needs a key / Warren, CEO | earnings call 2021-08-05 | transcript cea14083-8f35-4a94-bdc6-a4869ce2898f | chars 26663-26735 | segment 27

We think we have a real opportunity to better manage our T&E, do different things that will really drive the savings while not impacting our effectiveness at all. So we think that will be upside permanently embedded into T&E. permanently embedded into our run rates.

May 25, 2021 / receipt, needs a key / Nick Zangler, other | earnings call 2021-05-25 | transcript 6db29fcc-bfb2-40b3-8b2b-436b993346f7 | chars 34469-34735 | segment 35

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