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3 most important takeaways from ANGI call:

1) record level of SPs added in April, plus strong engagement from existing SPs

2) seeing very positive consumer willingness to transact on higher cost fixed price projects

3) significant mix of new customers coming onto the platform
When demand slows, marketplaces become more valuable to suppliers. Opportunity to both broaden the SP base and demonstrate the significant value Homeadvisor brings.
There have been questions about whether consumers would transact higher cost, complex projects online:

"What we've been able to prove out with certainty is from a consumer and homeowner standpoint a willingness to engage with and purchase these projects digitally"
Homeservices is a category where consumers have been slow to migrate online, because home owners skew older. Significant new customer adds could be a sign that shift is being pulled forward.

"to me suggests, perhaps an acceleration in terms of the shift from offline to online"
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