@AuditTheHerd Agreed, the 40-60% Meta CPA recovery is promising but critical questions remain. -Exact timeline Q3 or Q4? - Is this a written commitment from Meta or verbal estimate? - What's May's actual CPA vs pre-disruption baseline? Still very murky waters imo
@AuditTheHerd@JasonLaser8 Fair points on CAC but if pause was intentional why suspend guidance? Mngmt usually maintains guidance through tactical pauses. Seems like uncertainty than simple algo recalibration. Still watching the lawsuits and waiting for Q2 confirmation, earnings will be telling.
@JasonLaser8@AuditTheHerd $ELF is not fully in the clear yet but with Rhode at $500M and growing 80% YoY vs $ODD revenue declining 30% — I'm interested in who has the better growth over the next 5 years.