1. What is the one thing Verve is currently failing at and how do you plan to fix it within 90 days?
2. Compared to your peers last year, growth and margins are lagging: what are you doing concretely that you didn’t do last year?
3. Which part of the business is currently unprofitable or weakest, and why haven’t you already made radical cuts there?
4. How do you ensure that organic growth is not just revenue inflation disguised by M&A?
5. What is the true customer churn in large accounts and what has been the trend there for the last 3–6 months?
6. If Apple or Google were to make a new privacy change tomorrow, what portion of Verve Group’s revenue would immediately disappear?
7. Which three KPIs best indicate if the business is truly heading in the right direction, and what are those numbers today compared to six months ago?
8. You have made several acquisitions. How many of them are clearly successful and how many are currently in a “turnaround” state?
9. What concrete benefit does Verve gain from its own data that directly translates into a higher take rate compared to competitors?
10. What is the biggest risk that management has taken in the last 12 months and why do you believe the market doesn’t understand it yet?
Thank you.