Tom Forte's questions to System1 (SST) leadership • Q2 2025
Question
Tom Forte from Maxim Group inquired about the key performance indicators (KPIs) for the Products segment, the potential impact of lapping last year's presidential election on digital advertising, and the company's strategy for strategic M&A and capital access.
Answer
CFO Tridivesh Kidambi identified sessions and revenue per session (RPS) as the key KPIs for the Products segment. CEO Michael Blend acknowledged a potential benefit from lapping election ad spend but reiterated that the primary challenge is Google partner network volatility. Blend also detailed the company's M&A strategy, focusing on leveraging their agentic coding expertise to modernize acquired companies, expressing confidence in their ability to access capital for such deals, a sentiment shared by Kidambi.