Advertising MonetizationAnalysts note the advertising business generates over one billion dollars in annualized revenue and management's aim to return to double-digit ad growth, supporting revenue diversification and higher-margin expansion.
Enterprise Platform ExpansionAnalysts highlight that CART powers roughly three hundred fifty e-commerce storefronts and is extending into new formats and international markets, providing a scalable, higher-margin growth engine beyond the core marketplace.
Share Repurchase And ValuationManagement announced an expanded share repurchase capacity of about $1.65 billion, which represents a meaningful portion of market capitalization and can support the stock by reducing share count and signaling confidence amid a discounted valuation.