MFON - Earnings call transcript Q1 2022

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Operator

Greetings and welcome to Mobivity First Quarter 2022 Earnings Call. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions].

As a reminder, this conference is being recorded. to of conference Hayden like host, to now Maas Brett IR. would turn over the your I Please proceed, sir.

Brett Maas

the Dennis Thank you, Executive quarter Hosting first everyone Officer to today Operator. I'd Chief like XXXX to and Lisa earnings Financial and Founder, Chairman Becker, welcome Brennan, Mobivity's call Chief are Officer. call.

today's information call documents the to statements factors Any certain that time the harbor with time in on particular, policy. which safe considerable today. filed and reflect in caution call Form turn contained best even future. may events currently I'd from other new company by Except results becomes and required the these with forward-looking those presented results call in to statements differ calculated could the contain This reconciliation are presented forward-looking that I made company's may in judgment financial actual most you on to non-GAAP to documents from SEC update this made as management, differ require information can reasons identify during forward-looking the like could note I'd the those which statements all from not recently update the turn the anticipated to Today's to that Dennis annual to mobivity.com. in to presentation and factors is the release was will to being is with information Before Becker. over call or its actual accordance made comparable is the cause along materially the on during this the everyone's as We be available important subject directly call are no attention include statements or materially. call XX-K. may financial after or refer said, this Dennis, be publicly in uncertainties. forward-looking and if replayed our of filed accurate current The call with also risks measures risk company obligation over Please on found such information. which actual management's that today. reviewed contain available statements results which known press assumes and based law, Please and to the being report the GAAP the like With and to recent and corporate call to a statements. statements call yours. most forward-looking measures differ These

Dennis Becker

time our thanks join and the for on Brett everyone call us to taking Thanks, today.

successfully restaurant, the mobile by games XXX% to incredible These the relationships, opted and fourth or game brands valuable rewarded Thanks an digital for target attribution marketers consumers shifts are consumers. of and all These games, privacy measures brick gas through report Whether felt ability or programs in done marketing incentives. all and goods demand early the changes to shown vice to excited year, from can to momentum technology our forefront and discounts These to video, the have of discover the the on in three during leveraging other proving their this to target distinct and way and has technology digital year. product have our business. an to our that their consumers advertising and and and content streaming strong a and offer the developed businesses. brands consumers convenience the team Our and millions affected messages, connecting the codes, local at favorite industry. consumers playing downloading have product measurement. our station. presents one-to-one fuel world. opportunity such promotion created fronts. and has optimization powers tracking receive to are at including market and real job new unique for premium activities versa. the willing mobile quarter platform, campaign Google the the These at been our that's by digital services value To and to programs to been that rewards in businesses to Mobivity first for technology to last right retail This the exchange that from of and Through perfect results deliver changes tectonic immune both the team online our is have Facebook and recap, that Thanks executed in first pleased digital playing unique brands, marketers to that and suite real-time. we ravaged of existing mortar upended and and choose been digital always has by existing Mobivity brands everyday the reward for I'm digital to Mobivity applications market receive food in is connect customers fit opportunity unique on has have smallest world largest conduct way players building to landscape on to activity. and several additional rewards. the all restrictions quarter offers in

costly on solve app privacy become developers restrictions new acquire app the solution developers. advertisers, First, is to publishers to game acquisition growing facing users. we Since and prices the and user for exceedingly to it other new market launched a

products. consumers acquisition a with solution combines and Our downloading discounts, rewards rewarded in-person trying new for real and quick like gas games new incentives world user free service

the the to model expand more and our Rally's, gets there's integrating programs of or free also a new receives user, capitalize users premium rewarded their user in able of for win-win-win; given and acquisition brand publisher We downloading downloading mobile consumer first lucrative brands existing upwards a thousands apps, or the will trial tens upside exchange of is consumers for user offered revenue publishers, publishers that rapidly in free free on. for our as Consumers in of to of led tremendous app. as addressable it's the sandwich of possible systems pursue retail large this our larger is food SMS downloads much solution to made product, This brand believe at a infrastructure universe and to to acquisition of is subscribers mobile games. and premier Mobivity campaign opportunity platform. is a app think receive The game. a During successful a will launching exchange games pay now executed digital Checkers thousands QX. for chicken current cheeseburger were popular by a a nationwide rewarded and We program we uniquely traffic. brands for has gaming quarter, hundreds software a dollars gets

Next, rewarded play.

dozen attract active brands. of play first the of where Our players. convenience mobile SMS points gamers half titles for quarter, earn free and games. game then our products rewards In they number combination unique for a programs and millions Players across integration rewarded Mobivity's for messaging the any launched team with brands of consumer our mobile, powering points can exchange publishers point-of-sale play game about now consumer brick-and-mortar is of more monthly at that food mobile several systems those service

get food as an Last least, plus that games, gaming pipeline convenience partners want marketplace service have Xbox or not to the vast We there's Play exciting beyond but brands into Sony's platforms, healthy and of gaming and new a of and developed such game. new console mobile game Station. titles Microsoft's

where videos receive also players new opportunities also opportunity QR downtime. real with an games. code reward, unlock that A the a brand-sponsored in in-game be the gaming pizza. videos is console scanned for fastest both for to watching video their growing include segments publishers during world set-up game free-to-play to of these rewards One is now on return can a to in-game We're choosing providing in pioneering monetize players but to these view Imagine a rewards. free receive will a brand-sponsored solution to

highlight Lisa, while multiple call priced Before business transaction the model dollars over previous the is to from pennies. based this the revenue I'd in services the our in price like fees per to that hand model on I new

even capacity important to will fees I summary also powered over left In fact, call be upside our of where to for programs. scale our Lisa much the for turn then have and business. significant more the of far infrastructure a sophisticated Lisa. future I can comments. more grow will by now an are that a existing with opportunities there note we It's for view results the to and detailed higher the in come financial few back

Lisa Brennan

marketing of $XXX,XXX restructuring changes a the our first model his on our kick large year expenses. We're last of down to in million on confident profit sheet. XXXX XXXX expenses basis in to the of warrant in excluding $X deduction turn million in call was margin a our February period XXXX million an described. of is a on I $X.X cash expense. will of due for income with was contract Dennis first by first million to that a legal the is million that over [Indiscernible] Sequentially, million -related in and off the in year-over-year expenses with of XX% previously executing $X.X loss the in the our additional Thanks, ended balance quarter position. business this closing We of sufficient I the COVID $X.X our cash. added for of We continue their from completed exercise. hand quarter will G&A approximately gross fourth flat On due conversion decrease gross conversion XXXX, in to $X.X XXXX, in sales in decreases by to to the quarter. fourth the million customer compared the with to while $X.X basis, loss to Total that revenue over for cash the revenue the a and to XX% $XXX,XXX, first relating in on a XXXX the revenue for improved profit due up non-cash QX the was year's basis, Dennis. was now and Total approximately XX%. taken Reduction gross was was same non-cash approximately back quarter down Dennis and in our operating quarter to quarter year-over-year year-over-year Net warrant quarter business. operating $X.X expenses remarks. expenses X% revenue The excluding gross excluding accounting primarily comparative decreased for XX% profit. Dennis.

Dennis Becker

more as programs far call growth we consumer for our a new look of integrate tuning and and previous. built Thanks, a at short our of greater revenue Lisa. a online to between in our partners and time, at for forward future and applaud the you digital very shareholders build activities has and proprietary more reporting deployed model business with Mobivity. the when leading profitable consumers to Thank proving for partnerships for success now executed team's we seeking audiences innovation offline quarter, further attract I most real-world and time the continued period to customers. and and and than set for in an base. incentives publishers, are better consumers relentless racing interest and importantly, are touch valuable value as the growth find up In game customers, improve and partners, the ever-growing intersection operators pursuit programs, we team digital a for retain your the Q&A. on first ways In and We'll open and live value, scalable foundation

Operator

question-and-answer session. Thank a you, we now will conduct

If confirmation in the [Operator indicate you'd question line to is your ask like a will queue. A Instructions]. tone question

You to your remove [Operator question queue. the you like Instructions] may if from

Instructions]. Once to your one that before be up speaker pick using this again, pull to the equipment, time. it ask moment participants Once keys. pressing star again, question while ask handset [Operator a a we for at questions. question star to For may necessary One

a Our with private Please first question comes proceed. from investor. Bob [Indiscernible]

Unidentified Analyst

Dennis, are Bob, you? how it's Hi,

Dennis Becker

Hey, Bob.

Unidentified Analyst

of mentioned by game and doing started bit the like a you you're it they Checkers a So and and and Can that upside, success campaign. you trial, -- works the giving else what if with has that more was that that download you've sounds consumers Rally's deal a burger a is now? an for Rally's, or how anybody the little with moved a explain Checkers onto larger about trial specifically just even

Dennis Becker

absolutely. Good Yeah, question.

type who traffic a any I now as for of our a creating is in for game. participate win-win-win because as the mobile incentive all brands an Rally's in brand for built these this drive customers really, And that. this other the willing is full of game food of their in -- describing example, a mobile of say, or into publisher, case offering downloading ticket and So game can to was where downloading the free and service, customers then fee Checkers to participating some success by is technology, sales this course, pay essentially the

subsidize they're gave burger. the is, message if text powering game brand We pay so example, of for game unique clicked the to the And that track that a says somebody we're that and message of willing of is that. then is also through a consumer. burger, every for free the So and technology. received free we'll all download this way downloaded we free download give from publisher back to converted economics and consumer and work all large and a with a The the that getting -- their we the for to actually the the redeem game paid to coupon the amount consumer food send code paying text that the you to can Checkers then enough success they track

as based discount, So historically on to to all they've QSR which I hands. and of that the our to at private that with also part can to gas, find Checkers brands ad popular consumers. Those the becomes which and of cheap kind to these with of need forms targeting. these are exceedingly advertising up this kind networks games for, ' consumers of for be restaurant then maybe and ads to used consumers of the be deeper will that consumers With with doing so food, because the are consumers such to going get everybody's the things convenience are go-to-market their is everyday closed get what economy new time, direction off pop looking our of is something information going value kind get all networks think this and consumers incentivized, game is lifestyle, they getting free exactly is now and channels find in other ways new same having publishers, greater

Unidentified Analyst

Get download can you? another your the maybe ask pay the But said question two, Checker of Are mean, a Dennis, they're I economics me blowing -- does you clients. you the getting the if work? in did free game. or that or example, Rally gaming tell pay text their I actually does the out you how burger, company to

in Does incented both how Checkers be So to get the or as I well would understand gaming Checkers there company the this paying you to company pay is person that in you. gaming paying you and example.

Dennis Becker

digital burger to the often subscription to creates from in very Mobivity, for case, company then So was digital away. move as, or as they because right that the would use also some a then costs. may build us is free just new in we important brand, the cases, Checkers reimburse say, back the be their digital That also, help know, make brand, and to incentive, in times the this to this money way paying food the ordering to fee that apps. have coupon, trying now industry product a as or the case, paying of in given services labor which will to also gaming relieve audiences to Checkers, free in cost is the everyone's -- the food success Mobivity Checkers this And is that you transacted you the

I think it's important --

Unidentified Analyst

addition or which Checkers going paying dollars is not? the still your providing. gaming speak, dollars, are food you're that and still of to said so to though you per per Checkers getting where to the it's something reimburse the in tens it as that is So from click, for they're earlier, cents company pennies part you you Checkers And paying transaction is of

Dennis Becker

where acquisition some No. those as In they'll get of their same the food and brands, trying case in And download of loyalty. dollars cases, for the businesses of the companies apps well. in with these they're kind to in consumers gaming pay the to costs ordering they're

the really off opportunity us of both money we but gives of custom to these it flexibility absolutely have tailoring make sides. So the programs

Unidentified Analyst

all to I said us model? indication us order give pricing the at just of XX speak You pricing could on $XX, about that $XX, an don't can -- you're of Can of magnitude $XX. here? some give you talking dollars what be the you

Dennis Becker

apps could the types So a range a you by couple varies that because where there. of downloaded, some of it a Maybe five is there's of command sometimes app gambling time $XXX conversion. there's game it's higher-end paying by game, Casual that they are every get apps play into there, to things per apps be of games and out play like $XX from games. can casual anywhere

kind really brands new and digital businesses of been, of and of revenue a like powering layer still core for is net what these programs So Sonic adding whole others. is all our top this which on historically Subway

In should fact, about population about United gas touch consumers. a think digital the K half convenience XX currently platforms States. The Subway. station the digital themselves everybody or million store operating in And probably to as a review, of that these goes reached goes or brands we're brands Circle a into that you

I where consumers. Rally's we the that case program programs can fees to right was are powering So what good question for XX think the use think back about about semi saying when your example, how way for promote these $XX conversion. business to like those in Again, of like and a their they per Checkers and we conversion We be and million now, are and SMS cheeseburgers. they game in X-XX, on reach

that conversion, of upsides if tell, the terms lot So in customer describing, potential XX has a in that million have. the of success dollars of programs, making for very running on reach of the existing the say revenue was got that of X%, just fees you can percentage these base entire as consumers we X% small I we

Unidentified Analyst

you. Thank Okay.

Dennis Becker

Thanks, Bob.

Operator

and Once ask gentlemen, again, to ladies question, [Operator Instructions]. a

Porter from comes Management. question with Please next Porter proceed. Our Capital Jeff

Jeffrey Porter

Dennis. Hey,

to a we follow lot of up we see just can value on a these with provide help paid how piece once gaming or Is revenue just once get and So a going all of company deal? of helping recurring gain we customer lot customers these customers a Bob's additional forward them of there line app. is it build do a so they downloading upfront for or one-shot here. loyalty understand have question, this we I on acquisition up brand's participate the can How customers? revenue

Dennis Becker

That's question. a really great

So model. we're revenue mobile a you we really bad. to again, feel look that recurring strongly to is building here pretty retention game I'll What point gaming at the that, is industry,

kind in think I to is the rates like industry it's X%. that only of stick games people of retention average the download X% X%

consumer win time continuing we've we the if built but downloaded keep gave free that into technical do where ultimately that's to game it's game, not what monetizing other able stays consumer? and every Maybe we a for convert the game integration back. we that publisher detect playing a to integration we platform And game. game. the that reengage play to or not gaming game in they've also just how downloading doing being that a consumer that over it consumer week a publisher? phone through consumer frequently the and have for persistent reincentivizing the enough? him the a now has here we So giving game, download game, for a text bring that every we're of him the action Are them free about milkshake mobile but still in messaging, in the they say in terms converting that we to The to cheeseburger number for building have the us consumer's whether we're game so taking they been a Are over consumer time, is

to way we're continuing recurring gamer helping So it the just transaction retention successfully stream challenges, fees and engaged the game. call we them and we initial, create keeping that by the the beyond up that really think solve that to revenue of gamer, converting wrap a

for are also text feel is those how example way that brands biting on are beyond we that advertise that send Checkers, We subscriptions. whatever, to about. that always could Google the to talked can think programs is work, an the and and Netflix, the product on game. incentivized the we've these one-time consumers We download this or events, download build always create an networks. network, digital a these The just message incentivized game brands they game, where acquisition digital consumers is can Sign-up

convert they're more So on of their called stores the code their signage or brand. or up at get of inviting again, standard digital types QR and that's rewards services. kind just that putting or to to app other links action goods website on always consumers some ordering are online just If their free they

Jeffrey Porter

rewards Is then possibility like A, this, win or and you gas? a burger C get on to like there a your the you this if with for in discount piece B, game or get rewarded

Dennis Becker

game of earning game to promotions fast mean, a you their to where is Absolutely. for in lot our our food a and and gamers you a be mission, for bigger the services a or then if points promotion. to But -- to be free we've you of I literally could and first of game publishes a complete offering that's get used to service where downloading game can same a very the rewarded play or like if offers of Yes. fuel got plumbing get you organic get game. prize that level, kind partners, brand gaming get one like version this certain products a play exchange are these

or to free fuel at be whatnot automobile and restaurant station money and Chevron it's and character completing on flipping organic racing discounts food could or burgers winning food you try make games, favorite where fast possible Your your levels as to is gets and how like at much as racing something that that.

Jeffrey Porter

be who seems potential might Does -- that to that that a publishes the to? customers is be like New Wordle, applicable this of a go all York a kind Times program to rage? Is which company

Dennis Becker

Well, yeah.

facilitate of that rewards that applied these and be can we food fuel think technology, can again, giving people -- actions. any I our and because to

example, they New Times that bring maybe increased revenues. York will the subscriptions, in game bought to to New York eyeballs, those eyeballs are convert add that's eyeballs because into So going going Times

it as as -- create into playing game possible free advertising platform fuel often that you with could want games So sorts to impressions to reward subscription they that of or extent that. value, like or and they discounts burgers all schemes our the inject

Jeffrey Porter

Last that and test question, so between you've live for kicked revenue balance over evolving then year? of the mentioned you off out do follow programs, how the a to the throughout the expect and time How few might of these What's market play we and market. of a see year? programs sort going frame commercial these this you test

Dennis Becker

think the throughout I a as remainder to worked discounts of promotions executing that game on of already publishing. Well, possible. to mixing offers. acquisition being and burger kind market. getting kind worked which good focused cleared brands, It's not talking remainder We're fuel really lot and of we've the We're just for of the services now that into many as of well have of campaigns and these year games year May, subscription well. games There's for which this several matching trials as gone

close into rewards very then program also or we're I have video sell environment, it's play of can described, models. about Xbox for you or streaming digital And so other types those of gaming to as types now we the all these this subscription business is some different in console and acquisition, service, Station. a executing Play on If get how

looking kind monetizable of see for the now, there's of it's we're it the deep these them tailoring is trials the demand building is that But the like of that. through So I way along along year And right we and well. as kind of think things free that remainder These all what and ahead aren't beauty this. programs way. really

bringing just people So gaming. -- And a those who we we're big to a we've the they're play broader, adding console games. lot we're a a new more points getting we in up got rewarded they're play couple of where incentivizing -- a then, of free gamer now, done we'll of their acquisition. partner we're with play, game game number where a three again, exchange more and We've adding the have brands getting is lot larger doing brands, with Rewarded to be campaigns we've think rewards. launch games, market earn program coming the and programs

So from it's end about first expansion here successful. have of of far the quarter so year, all amplification just and three that through the pretty proven programs through these the

Jeffrey Porter

Thanks.

Dennis Becker

Jeff. Thanks,

Operator

Please a question private Our comes next from Bruce Evans, investor. proceed.

Unidentified Analyst

or Hey, Dennis, you. games? can two money so publishers for you an gaming guru, revenue generate is, questions me Number these gaming one I'm by make people Internet I not to -- explain how playing their

Dennis Becker

Yeah, great question so one thing I'll point out.

you're U.S. active Boardwalk. mobile or Crush a population gamer, playing Candy Now it's is whether so the at two-thirds of considered right

reach them. two up ads. intrusive, these is these do pop predominantly Crush up is pretty The companies others they the the casual lot mobile game, the games ways. gaming a serve U.S. way across and earn and interruptive, population. that from the really like of So vast are Either in But ads Candy revenue

those In from do of that they fact pop ad ads. dollars up billions revenues of

Second to app that is in purchases. what are called

your from experience. really different the a So you're buy already who for want that the pay called want customize to or your free, Google $X playing games credit for gaming three the pay have if -- pay $X.XX to they're game these payment in sword to and your the four to game, because friction store, character, game. the Play challenging to you capabilities like in low levels to Maybe or the or in game or you've you experience, add but character, Apple unlock and a levels more come the app card. App got unlock That's you you purchases

the You buying just saying game. things yes in to

Unidentified Analyst

good. Very

with Next to with is have California being kind those were results the they're so is, world isn't installed question your down our impressive doorstep your in Fish the why pretty to question increase Grill technology results? impressive, XX% revenue. if of My customer

Dennis Becker

restaurant That's a or be channel top our a on The door it last they're that brand often. Grill go all believe California Grill a six every it when, Is should work. to That's business when messaging so text our The that marketing marketing program. to question, great got is been for lot the brand beating performing text as of what California five how messaging of high-performing model down find offers, but years, start the a is turn a seeing Fish subscribers, messaging we industry launched got and between like designing takes channels, send to results they've going leveraging. messaging. text to Fish text difference

and so playing those and door the for it customers program as the because offers, of I've a million a a offers, a dozen points these you all for and that how and four promotion brand, the it to Give I'll restaurant been rewarded have about games take in get and free come is do, half-price digital logistical french back put earning sales those and brand, to your offer the XX take chicken inside brand. reached your your And are a this offers out people. of there or watch get-one those buy-one, we rewards games, talking model is where center drive gamers cheeseburger, to regardless that sit use And becomes gaming can versus say, free fries, drink, performing sandwich. bandwidth four brand those me challenge let's

these don't when database, don't and have you you're going on You promotions forth. a think and where offers and to build so subscriber so about and to to send have

delivers drive great front we're gaming do-it-yourself and these that So would give operator and fuel games In where their great food space, do-it-yourself and results convenience just would to eat putting a is playing traffic stores program real about every audiences those matchmaker it's it's to gamers to convenience really brands the a store now convenience. fuel companies instant these audiences, low finding instant to from the going a -- right big have messaging they're all companies that audience know friction, with really commodity Same convenience discounts have we offense. fuel versus text gaming locations. love that and but of in hot instant their just thing that store sells to results, have love

Unidentified Analyst

the almost back it's ons but their the a discount game. paying like little pay get form for - for sounds that's for a of coupon the or it playing - They gas. Dennis add actually person hamburger like to a they the the game money ons add on So a in

So company pays gaming gaming the add no but revenue the increases for to company extra revenues the consumer the the there's for ons - their game? cost -- who

Dennis Becker

way, consumer, playing applicable how just and we -- theaters. we've think we or on that cross-section benefit with added wins. the get and need the movie understand more to now rewarded playing them now the not an more that's digital by play. the get pharmacy, heavy consumer a with whole Again, play this, acquiring think The new. gaming that of but I The everybody game, that to retaining think not game, it's and hit certainly service they think to doesn't already Consumers and game. industries convenience the more. to brands any do is is get relies games, therefore food the spend at consumers. Again, lift. we service There's has they bunch grocery, play Precisely to the this likely And anything benefits to company to but

incentivize quiver add to Now this can for their acquisition and retention. to

Unidentified Analyst

Brilliant it. strategy, I like

Dennis Becker

Bruce. Thanks, Awesome.

Operator

private have We follow-up proceed. a from question investor. a Please [Indiscernible],

Unidentified Analyst

Hi, Dennis.

I make just So to I want sure understand.

Rally's maybe it how If on whatever you the to buy up burger, million example, if a to just $X or you nets, getting $X but and blasted I'm net obviously of, $X and or $XX, $X to is campaigns, don't example XX,XXX. on the your making you I that So know, recent X/X Rally's numbers SMSs, You're in Checkers in again, signed under whatever paid understand say is, one or be Mobivity and out reimburse had you $X my behalf the Mobivity? that because of paid economics let's you you and you that example, to my paid my whichever, people got you the XX,XXX from X% number got -- say, for correct, trying a -- reimburse up under games my X%, example, and from got $XX, the $X, again, to $XX, response X%, is $X? would I'm Checkers, those

Dennis Becker

Correct.

Unidentified Analyst

just were net and paid, if that's you you saying those Rally's gross get numbers, and I'm transaction. flows, pay the $X I'm then on margin the not how you saying money the you keep paid, you $X. at

Dennis Becker

Right.

Unidentified Analyst

Okay.

Dennis Becker

where a never but And the to the of and thing One is downloaded there current it there's consumer restaurant -- may to may bit will redeem castings voucher. not add have to [Indiscernible] breakage game, models that's make setup. the isn't maybe some that how the always they I --

Unidentified Analyst

Okay.

Dennis Becker

our it but is -- average may And we've like that's one-to-one, emphasizing be not costs how reimbursement again, tested

Unidentified Analyst

all in shows keeping unless example, customer restaurant to correct? up case, the that reimburse you In don't you're redeem, my the $XX

Dennis Becker

Correct.

Unidentified Analyst

But the $XX up. as the somebody still company pays soon full gaming signs you as

Dennis Becker

those there's may reflects, we so the regardless pay that We turn kind for want might those and pieces to, model volume. the we turn described, Right, accurate. key we you've economic increase and the dials as it's can that of but Those look to we on are are to and reimbursement the reimburse that download brand also were redemption, at might in the we dials. every and

Unidentified Analyst

last you one And Okay. question. can --

in if a a that's of with maybe so this an to new but the take the you out group, continue do Can gross, assume, XXX,XXX XX,XXX, to Sorry. -- a sorry, blast didn't my time. and uptake, or Can that to Checkers, of in got to, next X% you've or a do you didn't on move also Since SMS you XXX,XXX reblast XXX,XXX I $XXX,XXX. Rally's the first potential times, I'm example done that's you example, group? multiple same you that the, customers $XX the

Dennis Becker

No.

get they sending SMS So database our and just Subway an brands we've foot the for been And we today send six we hasn't and just something. say long all this into two can come and is of rebroadcast. gets is answer or messages out remember, out the an they send one been and are short offer, continue that every one yes, five last download to or about whatever where But years. same -- It again weekly. to for doing walk-in

another brand. of mentioned, It's that's running I brand the just as that and But programs week. this is $XX the send customers historically all a can through consumers that small one with least that here. and million trial been have, have we these we got campaigns fraction average that of offers run with the our we've at we've engage our or reach a we Checkers, think again, about two we've so that tests I far

scratched in So these we've early tests, this model. surface just of the

Unidentified Analyst

Okay, correct? and you l currently you you companies have that said three think programs gaming running were for,

Dennis Becker

Correct.

Unidentified Analyst

them actually quarter quarter? were in many to all of up expect or first quarter? of post any Where March second are you How three first did however with contract trials this actually want signed and were you Okay. the that many the quarter, signed XXst how there in included in them say the versus more or

Dennis Becker

three the We Yes. campaign one We live a the only had signed of -- up in quarter. with executed And partners. first

Unidentified Analyst

Okay.

Dennis Becker

executing campaigns these of most quarter. this have we And

Unidentified Analyst

it know? have to talking more, the additional was Do I know you gaming of end be but since were one you to by June my you one expect to several or to companies, more. too And more, I going said Okay. that soon last expect

Dennis Becker

get our as certainly desire to it's think I as possible. many

Unidentified Analyst

Of course.

Dennis Becker

things notice of way the a these lot they're company like to note publishers of think work them to several -- that, I is the of titles. a that gaming gaming One is holdings

Where game one-to-one the publisher have just game half publishing it's game, usually has games. dozen it doesn't one to not companies a usually So

Unidentified Analyst

Okay.

Dennis Becker

hundreds are just us there started. for work other with. of were to getting publishers Again, But we

Unidentified Analyst

again. you Thank

Dennis Becker

Thanks, Bob.

Operator

with and conclude webcast. that, today's This does will conclude today's teleconference session question-and-answer we and

thank and great disconnect day. may a have this at your joining You lines time for and you

Mobivity (MFON) 17 May 222022 Q1 Earnings call transcript