Amit Avner

We are mostly working with big brands.

I would say our most important is the Fortune 500 companies where they spend a ton of money on marketing and need to understand their audience in a better way.

Historically, we've been doing on a consumer basis and not a subscription basis.

The subscription is a new thing from the last year, so it's growing.

Probably in a year, it will become our largest source of revenue, but until then...

So I think, first of all, I totally agree with you.

Everyone I talked to was, oh, now we're a subscription company.

Everyone's moving to SaaS.

There is a really good reason for specifically marketing companies to move into SaaS, because once everything is based on consumption, you have a lot of variance between the quarters and every month.

And as a CEO, the bigger a company is, it's kind of unnerving.

You can't forecast.

You don't know how Q4 will end like.

You don't know how Q1 will look like.

You don't have...

You can't look into the future.

Now, as you want to grow and have a bigger company and you want to go public, the one thing that public companies need to do is to be able to forecast the revenues.

And if you can't do that, you can never go public.

That's why investors don't love marketing technologies.

And that's why investors love specifically subscription services.

So I think as this became obvious for people who operate companies, then what most people did, we made the model of subscription.