The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Bradley D. Erickson - RBC Capital Markets, Research Division - Analyst
: I just have 2. First, when we think about potential, call it, incremental drivers in the second half for growth, and I guess maybe set Aarki aside for a
moment since we've kind of covered that, we look at things like new games, you got international opportunities, who knows, maybe something
good happens with the Google Play Store, what are you guys kind of pointing to as sort of the biggest drivers as you target the second half of the
year? And then I have a follow-up.
Question: Bradley D. Erickson - RBC Capital Markets, Research Division - Analyst
: Got it. That's great. And then maybe just a follow-up housekeeping item from the shareholder letter in terms of the user acquisition marketing. I
think you mentioned that you upped the engagement spend doing -- it sounded like doing some testing in the quarter, which I guess implies that
we may see some reversion there in terms of leverage to talking like the amount of spend versus net revenue. Is that kind of the right way to be
thinking about it as we head into the second half of the year? Just any clarity there would be great.
Question: Bradley D. Erickson - RBC Capital Markets, Research Division - Analyst
: Just had one more follow-up. I was just a little confused on some of the language here. In terms of the user acquisition spend, you called out the
engagement spend and then the UA spend. And it sounds like all of that is comprised within sales and marketing.
I guess first question is, a, is that right? And b, is there an additional component within that is recorded as contra revenue, and if so, can you break
that out for us, if possible?
Question: Bradley D. Erickson - RBC Capital Markets, Research Division - Analyst
: Got it. That's great. Yes, I don't think the filing has quite hit yet, so that's helpful.
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