If I understand correctly seems like we are getting plenty of demand from advertisers but not able to place the ads effectively. Not sure where this leave us... I always thought that the issue would be on the demand side ans that this was a problem however are supply side issues worse??? Perhaps the fact that we have traffic guard and that it works so well is actually the issue and we are deterring supply partners from using the system. Why do the hard work to actually generate real sales when you can generate much more revenue for yourself with fraudulent actions? With that context I understand the push to go to SAAS model and utilise other peoples supply networks however I always thought we would get better return doing more of the work ouselves...
Several issues with there communication though as the above is not clear from the announcement. Also how long have they know that the supply side is an issue? Presumably its not just this quarter? What is the plan to resolve the issue? What happened with the tier 1 video streaming company trial?
Ann: Letter from the Interim CEO, page-3
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