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I wrote a book. It’s called Yield: How Google Bought, Built, and Bullied Its Way to Advertising Dominance. I think you’ll like it. Let me tell you more 🧵
Ari Paparo
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Ad Tech influencer, @marketecturetv Author: Yield. How Google bought, built, and Bullied Its Way to Advertising Dominance marketecture.tv
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After talking to a single female friend I’m convinced the first dating app to offer an MCP server will win.
🎙️ Mntn ($MNTN) earnings call, decoded ⬇️
Mntn reported a difficult Q3, where 15% revenue growth to $80.3M was eclipsed by a severe guidance cut. Management admitted to a self-inflicted execution crisis following a compensation restructure that prioritized activity over revenue, leading to 40% attrition among experienced sellers. This loss of capacity forced a downward revision of Q4 revenue guidance to $75M-$78M and a full-year 2026 target of $311M-$314M. While core mid-market demand and expansion rates above 115% suggest product-market fit remains intact, the company must now rebuild its sales force. Management has already hired 16 new sellers and recruited veteran leadership from Salesforce and Snap to stabilize the pipeline and earn back investor confidence after this period of significant volatility.
Growth triggers
• Q4 revenue guided to $75M-$78M
• Full-year 2026 revenue outlook of $311M-$314M
• Hiring of 16 new sellers to replace lost capacity
Blockers
• 40% loss of experienced quota-carrying sales personnel
• Shift of sales incentives from revenue to activity-based metrics
#MNTN #EarningsCallView quoted post on X
I'll be there too, if you were wondering. Stacked agenda is shaping up, more to come. Definitely grab an early-bird ticket.
No more secrets. Here’s your first look at who’s joining us on stage at Marketecture Live IV this spring.
Early bird pricing ends 11/30, so don’t wait to lock in your seat.
Register today: events.marketecturelive.com/e/marketecture…View quoted post on X
Looking forward to discussing the correlation of web quality and performance data with Alex on the pod this Friday.
Today @ckane's @jouncemedia published data on Chrome's new ad metrics. All 4 metrics are correlated with Jounce's marketer conversion score metric. ⭐️ Average ad count and density in viewport are the most predictive. ⭐️
Jounce gives this advice to DSPs: "To drive maximum performance for buyers, DSPs should bid more often and at higher prices for low ad count domains. In the process, DSPs will also create healthier incentives for publishers." ❤️
Jounce Media subscribers can read the whole report and attend a webinar tomorrow at 1:30 ET. jouncemedia.com/portal/researc…View quoted post on X
