why aren't all 15 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not checkable as stated
Kargman: Kargo sees every North American user monthly
“We see every user in North America every month, and most users every day.”
Assertion Not checkable as stated
Kargman: Kargo is the largest mobile brand advertising company
“So Cargo is the largest brand advertising company for mobile.”
Assertion Not checkable as stated
Kargman: Kargo rejects nine out of every ten publishers
“And that's the big thing is like, we turned down nine out of every 10 publishers. We're so focused on quality.”
Assertion Not checkable as stated
Kargman: Kargo delivers publisher CPMs 3x to 10x higher than open exchanges
“We try to deliver CPMs to our publishers based upon the quality of the ad creative that we delivered and the fact that we've, they've entrusted us to give us access to these super high end properties. At least three to five X and sometimes 10 X higher from a C…”
Assertion Not checkable as stated
Kargman: Kargo passed $100M in annual revenue in 2015
“So we announced in 2015 that we passed a hundred million in annual revenue.”
Disclosure
Kargo operates exclusively via private marketplaces, refusing open programmatic
“Cargo does not do open. We do private marketplace deals with the biggest and best advertisers, because we want to maintain that quality level, and we want the look and experience to be unique to what we can create and build on the mobile platform.”
Disclosure
Kargman: Kargo is entirely bootstrapped without outside capital
“So so this is this is a bootstrap company. You know, we haven't.”
Assertion Not checkable as stated
Kargman: Kargo partners with 96% to 97% of major media companies
“The lucky thing is because we've been operating for so long, we have virtually every single major media company. Our publishers save a small handful. So we have about 96, 97%.”
Assertion Not checkable as stated
Kargman: Kargo works with almost every Fortune 1000 advertiser
“We have almost virtually every single one of the Fortune 1000 largest advertisers.”
Assertion Not checkable as stated
Kargman: Kargo grew 100% year-over-year for five consecutive years
“And in the prior five years, we were growing at about a hundred percent year over year.”
Assertion Not checkable as stated
Kargman says Kargo's revenue is 15-20% SaaS and 85% media
“So as I said, it's about 15 to 20% SaaS. Sorry. 85% media”
Assertion Partly supported
Kargman: Kargo is NBC's only independent mobile upfront partner
“We're the only partner that I think that, that they don't have sort of control over. That's in there up front. We're actually built in as the mobile portal in there up front.”
Assertion Not checkable as stated
Kargman: Kargo spans 300 properties across 60 to 70 publishers
“It ends up being, I think we have about 300 properties maybe across 60 to 70 major media companies and publishers.”
Disclosure
Kargman: Kargo employs just under 300 people globally
“So we're just under 300 people. I think we have about 275 plus people across the world.”
Disclosure
Kargman says Kargo pivoted at least four times before succeeding
“We've had to pivot at least four times, probably five to be successful.”