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    Robert Berlacher

    Managing Director and Analyst at 45th Parallel Capital

    Robert Berlacher is a Managing Director and Analyst at 45th Parallel Capital, focusing on investment opportunities in small and micro-cap companies, notably engaging with firms such as Mobivity Holdings. With a career spanning more than two decades, he previously managed hedge funds under Lancaster Investment Partners and has been involved in high-profile PIPE transactions. Berlacher has been a frequent participant in earnings calls and known for deep fundamental analysis, but his past includes a 2009 SEC enforcement action related to PIPE trading practices. He holds extensive knowledge of financial markets and investment strategies and is registered with FINRA, though his career has included both notable investment acumen and regulatory scrutiny.

    Robert Berlacher's questions to MOBIVITY HOLDINGS (MFON) leadership

    Robert Berlacher's questions to MOBIVITY HOLDINGS (MFON) leadership • Q4 2023

    Question

    Asked a comprehensive set of questions regarding the Connected Rewards business, covering its growth trajectory, the timeline to surpass the legacy business, the path to cash flow positivity, performance metrics like ROAS, the competitive landscape, potential risks to profitability, pricing strategy, and details on gaming publisher partnerships.

    Answer

    The executives projected the Connected Rewards business would overtake the legacy business in the second half of 2024, with cash flow positivity following soon after due to higher gross margins. They confirmed they are exceeding publisher ROAS goals, which drives more business. Key competitive advantages include operating outside the device ID ecosystem and offering a unique, performance-based program that benefits both brands and publishers. They are working with top publishers like Scopely and Playtika and see significant upside from optimizing campaigns to increase CPIs.

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