Share this page!

Enter Twitter Thread URL to Unroll

Needs to be the full URL like: https://twitter.com/threadreaderapp/status/1644127596119195649

How to get URL link on Twitter App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Spruce Point Capital Profile picture
@sprucepointcap
May 23 • 4 tweets • 3 min read Twitter logo Read on Twitter
To believe in the $PERI story you have to believe that its $MSFT partnership (35% of sales) is sustainable. We don't. We found that it recently lost its top supply award. Not even a regional nominee this year. Image
There is clear evidence the $PERI and $MSFT partnership is falling behind plan. Serious contract renewal risk coming up in 2024. They should have booked $450m of revenue by now, but only at $401m #risk #contract #adtech #promotion Image
$PERI needs to explain its tie in with Yandex and $MSFT. It heavily promoted this growth avenue. We found that Perion just lost Yandex. How will it replace this? There aren't enough search partners to fill the gap Image
$PERI just updated its website to remove $YNDX #Yandex. It should explain the impact of this to investors. There aren't many search partners to go around if it wants to grow Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Spruce Point Capital

Spruce Point Capital Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @sprucepointcap

Spruce Point Capital Profile picture
May 23
We believe $PERI is a word salad ad-tech company. Be warned: it is dependent on $MSFT (35%) of sales for its survival. We lay out multiple indicators of a fracturing relationship with MSFT along with a recent removal of a partnership with Yandex $YNDX. There are limited… twitter.com/i/web/status/1… Image
To believe in $PERI and its turnaround you have to take a leap of faith on management. However, we have serious reasons investors should be concerned. The CEO was COO at a disaster named ESC Medical Systems (Lumenis) where the SEC ultimately brought revenue fraud charges against… twitter.com/i/web/status/1… Image
$PERI former GM of the search business (now VP of Partnerships) has an alarming past at InfoSpace, Blucora, now Avantax. After serious allegations emerged related to its traffic (even indicating child pornography) he 'resigned' 6m later, but it looks like he was terminated. Now… twitter.com/i/web/status/1… Image
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

:(