Rover Group Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 10, 2022 / 12:45AM GMT
Lauren Elizabeth Cassel Schenk - Morgan Stanley, Research Division - Equity Analyst

All right. We should get started here. Tough last session, the last session is tough on day 3. Yes. Okay. Wonderful. Hi, everyone. I'm Lauren Schenk, Morgan Stanley's small mid-cap venture analyst. I'm very excited to be joined today by Tracy Knox, Rover's CFO; and Brent Turner, President and COO.

One housekeeping item before we start, for important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com\researchdisclosures. If you have any questions, please approach your Morgan Stanley sales representative.

All right. So I want to start bigger picture. There are a lot of investors who are new to the story. Can you talk about sort of what you've built, where you see the business going long term and sort of what the competitive moats for the business are?

Questions and Answers:

Brent Turner - Rover Group, Inc. - President & COO

Sure. Rover was started to address a very specific pain point, and that is what to do
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