why aren't all 13 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
Opinion
Most 2012 social media software acquisitions failed to deliver for acquirers
“Most of those acquisitions were great for the companies that were acquired, but they, the business model did not work out the way a lot of those big companies thought.”
Assertion Supported
ShareThis ranks as a top 10 digital property by tool distribution
“So it was and is a top 10 property if you just look at the distribution of the tools.”
Assertion Not publicly verifiable
ShareThis tools are installed on over three million domains globally
“So we sit on over three million domains globally.”
Disclosure
ShareThis generates the majority of its revenue through data licensing
“Right now we make money mostly through licensing the data.”
Assertion Not checkable as stated
ShareThis tracks 30 to 40 million users sharing entertainment content
“We have, you know, 30 or forty million people who've shared content in the entertainment vertical that are interested in entertainment content.”
Assertion Not checkable as stated
70% of ShareThis's publishers and data originate outside the United States
“Now, the other thing that's really our moat, so to speak, is that 70% of the publishers and the data is non-US which is surprising to a lot of people, right?”
Disclosure
ShareThis charges its flat-fee SaaS data customers $10,000 to $15,000 monthly
“I would say the average is 10 to 15,000.”
Disclosure
ShareThis has raised over $50 million in total funding
“We've raised over fifty million to date.”
Assertion Contradicted
Procter & Gamble reduced its ad vendor count from 500 to 50
“Procter & Gamble is a good example. They've gone from. 500 vendors to 50 vendors in the last two or three years.”
Insight
Ad media businesses pay 40% to 50% of revenue to publishers
“Media business, you know, when you run your inventory, generally. 40 to 50% of that money goes to the publisher, so to speak, directly for that inventory. And so it's a lower margin, more capital intensive business.”
Assertion Not checkable as stated
ShareThis's legacy advertising media revenue significantly exceeded $10 million annually
“Significantly more than ten million.”
Assertion Not checkable as stated
ShareThis's B2B data licensing business maintains over 90% customer retention
“Right now it's a 90% plus.”
Disclosure
ShareThis has approximately 30 direct enterprise customers for data licensing
“So we have about 30 direct customers on the data”