Specialist Sales 07 August 2026 J P M O R G A N JPM TECH SKETCH: ABNB Q2 Brian's Song, SPOT-WMG Inevitable?, EBAY Depop's Losses Loom, hAIr of the DDOG, CART Q2 Delivers, ETSY U/G to O/W Mark Schilsky | mark.schilsky@jpmorgan.com | +1 (212) 622-2668 SCHILSKY'S SNAPSHOT Is Software back? Asking for a friend. - ABNB Q226 Earnings – Brian's Song: ABNB, despite remaining the most crowded OTA of the trio, is trading up +8% pre-market after beating Q2 Room Nights by ~1 point. More importantly, Q3 Room Nights are ...