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X @Solana
Solana· 2025-11-07 20:20
RT Vanish (@vanishTrade)Vanish now supports your favorite Solana wallets:@phantom, @brave, @wallet, @solflare, @Backpack and @MagicEden.Enabling instant private trading for the entire Solana ecosystem. https://t.co/RT9rCuWOUF ...
System1(SST) - 2025 Q3 - Earnings Call Transcript
2025-11-05 23:00
Financial Data and Key Metrics Changes - Revenue for Q3 was approximately $62 million, with adjusted gross profit of $36 million and adjusted EBITDA of $9.9 million, each down 4% year over year [5][17] - Marketing revenue came in at $39 million, down 43% year over year and down 28% sequentially [12][16] - Product revenue was $22.5 million, up 8% year over year but down 6% sequentially [17] Business Line Data and Key Metrics Changes - The product segment showed strong year-over-year growth, with revenue increasing 8% from Q3 2024 and adjusted gross profit up 6% year over year [5][7] - Marketing segment profit was $16.6 million, down 14% year over year and down 15% sequentially, driven by lower traffic acquisition costs [12][19] - Sessions increased 23% year over year and 12% sequentially, reflecting strong execution in the product segment [17] Market Data and Key Metrics Changes - The transition away from Google's AdSense for Domains (AFD) product had a significant negative impact on marketing revenue, which previously contributed approximately 39% of marketing platform revenue [18][19] - The company is transitioning to Google's Related Search on Content (RSoC) product, which is expected to provide a more stable revenue stream moving forward [6][13] Company Strategy and Development Direction - The company is focusing on integrating AI across its operations and expanding its product offerings, particularly in the areas of search, shopping, and geolocation [6][11] - There is a strategic emphasis on acquiring direct users to reduce dependency on third-party distribution platforms [11] - The company plans to increase investment in its product segment, which is viewed as having more predictable growth compared to the marketing business [10][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the volatility in the marketing segment but expressed confidence in returning to growth as the transition to RSoC completes [13][21] - The leadership team believes the majority of the volatility tied to Google Marketplace dynamics is behind them and anticipates providing guidance in the near future [21] - The company remains committed to enforcing high standards of traffic quality and is pursuing claims against partners for invalid traffic [14] Other Important Information - The company ended the quarter with $54.6 million of unrestricted cash and an outstanding balance of $265 million of term-loan debt [20][21] - The company is not providing Q4 2025 guidance at this time but expects to stabilize and rebound in the marketing segment [21] Q&A Session Summary Question: Efforts with Microsoft and Bing's market share gains - The company has been working closely with Bing and has seen improved performance, leading to a shift in efforts towards Bing as monetization increases [23][24] Question: Collaboration with OpenAI and Anthropic - The company highlighted its new product Vanish, which focuses on private AI, and mentioned ongoing work with various AI models to enhance its platform [25][26]
X @mert | helius.dev
mert | helius.dev· 2025-11-04 22:53
another awesome privacy project on solanainternet cypherpunk marketsextremely happy to see more and more people waking up to the next big problem we must solve in crypto(vanish is also a dope name)zetardillionsVanish (@vanishTrade):The Vanish Public Beta is live.Today, Vanish enables instant private trading on @Solana built with integrity, speed and protection.Trade any Solana token, shielded from copy traders, front-runners, and strategic exposure.Join now, access is limited <https://t.co/rlhRSFYom4> https ...
X @mert | helius.dev
mert | helius.dev· 2025-11-04 22:51
RT Vanish (@vanishTrade)The Vanish Public Beta is live.Today, Vanish enables instant private trading on @Solana built with integrity, speed and protection.Trade any Solana token, shielded from copy traders, front-runners, and strategic exposure.Join now, access is limited <https://t.co/rlhRSFYom4> https://t.co/JDT4odUelU ...
X @Solana
Solana· 2025-11-04 20:02
RT Vanish (@vanishTrade)The Vanish Public Beta is live.Today, Vanish enables instant private trading on @Solana built with integrity, speed and protection.Trade any Solana token, shielded from copy traders, front-runners, and strategic exposure.Join now, access is limited <https://t.co/rlhRSFYom4> https://t.co/JDT4odUelU ...
X @mert | helius.dev
mert | helius.dev· 2025-10-20 21:29
RT Vanish (@vanishTrade)On-chain trading today is like playing poker with your cards face up.With Vanish, your next move stays protected.Countdown has started. https://t.co/wWPxYZw7jb ...
最新数字货币区块链动态:XBIT引领合规与创新融合新路径
Sou Hu Cai Jing· 2025-08-22 06:47
Group 1 - The core viewpoint of the articles highlights the accelerating integration of blockchain technology and digital currencies into mainstream sectors, particularly through sports marketing initiatives by crypto companies [1] - Crypto firms have invested nearly $170 million in the English Premier League for the 2024/25 season, indicating a rapid penetration of capital into traditional sports culture, which is also contributing to the rise in Bitcoin prices to approximately $110,000 [1] - The appointment of Margaret "Meg" Ryan as the head of enforcement at the SEC signals a tightening of regulatory oversight on digital assets, which may further standardize industry operations [2] Group 2 - In Japan, the appointment of JPYC's CEO as vice representative director at the Blockchain Advancement Committee reflects ongoing exploration in compliance and stablecoin development within the Asian region [2] - The privacy-focused digital currency protocol Vanish has completed a $1 million seed funding round, indicating a growing market demand for privacy-enhancing financial tools [2] - A legislative proposal in Pennsylvania aims to prohibit officials from profiting from cryptocurrencies while in office, highlighting ongoing debates about the intersection of public power and crypto interests [3] Group 3 - Decentralized exchanges like XBIT are emerging as key options for users seeking autonomy, with features that eliminate third-party oversight and allow users to manage their private keys [6] - XBIT's decentralized platform has gained attention for its anti-censorship characteristics and user sovereignty principles, operating without KYC verification and executing all transactions via smart contracts [6] - As SEC enforcement intensifies and global stablecoin development accelerates, decentralized platforms like XBIT may become essential components of the market infrastructure, providing alternative pathways for users [6][8]