We think they succeeded in two key objectives. One, setting a very positive tone that almost immediately reversed the negative post-fourth-quarter sentiment. Second, quite forcefully correcting and dispelling concerns over George Reyes' comments on growth and monetization from earlier in the week.

Ben Schachter

Related Quotes

We think the $9.5 billion number implies a net revenue number of about $6.5 billion, which is roughly in line with current consensus estimates.

— Ben Schachter

BillionImpliesNet

While there have been headline-grabbing absolute moves over the past few weeks, the stock is only giving back gains from the start of the year.

— Ben Schachter

The negative is it's a longer waiting period of time if I make it to the show. But the positive is a lot of guys have had great careers.

— Ben Rodewald

We have a positive package of support.

PositiveSupport

We did a variant of the intern thing. We hired people as consultants for a specific thing and then if they were good, offered them a job.

— Joshua Schachter