🔥 Business · Today

Monday, 18 May 2026

What's happening across Involve Asia, synthesised from today's harvest.

pipeline errorlast harvest 15h ago · 13m durationhealth →

Group Revenue (MYR)

526.2K↑ 2.0%

as of 2026-06-17 (t-2 complete) · t-1 543.5K partial

iAds Revenue (gross MYR)

632.6K↑ 3.2%

as of 2026-06-17 (t-2 complete) · t-1 534.7K partial

Cashiu Orders

107↑ 122.9%

as of 2026-06-17 (t-2 complete) · t-1 105 partial

Offer concentration

Top 10 offers by revenue share, latest complete day. ≥25% = platform-level single-point exposure; ≥10% = worth watching.

67.6%of network revenue · top 10

Trip.com - CPSMYR 102.2k19.4%
Shopee PH - CPSMYR 56.4k10.7%
Shopee ID (Special) - CPSMYR 43.1k8.2%
TikTok Shop TH (ClickID) - CPSMYR 27.0k5.1%
Shopee TW - CPSMYR 25.0k4.8%
TikTok Shop MY (ClickID) - CPSMYR 22.5k4.3%
TikTok Shop VN (ClickID) - CPSMYR 21.0k4.0%
Shopee VN - CPSMYR 20.9k4.0%
Shopee PH (Special) - CPSMYR 20.0k3.8%
TikTok Shop PH (ClickID) - CPSMYR 17.5k3.3%

Publisher concentration

Top 10 publishers by revenue share, same day, same colour thresholds.

44.3%of network revenue · top 10

FadliidMYR 42.9k8.2%
jacmaMYR 37.5k7.1%
tomasMYR 36.5k6.9%
ClickaduMYR 26.5k5.0%
Celine CaoMYR 20.1k3.8%
agusnaiteMYR 15.2k2.9%
AI MarkitMYR 14.7k2.8%
Ratna AyuMYR 13.3k2.5%
TaurusXMYR 13.2k2.5%
MarekAdcashMYR 12.9k2.5%

Briefing

Synthesis of today’s harvest across all BUs · tap +/− to rate any insight

✓ Pipeline health: 12/12 stages green · ember v1.12.0

TL;DR

Three revenue BUs (Subs, iAds, Cashiu) registered simultaneous velocity-drift yesterday for the first recorded time — and Trip.com is the cross-BU through-line surfacing in three separate Top 6 items. Pick one of them today: Trip account review, or Cashiu Day 5 incident ownership.

Top 6 todayranked, action-mandatory

BUP-1escalatingCashiu

Hanh Vu — Cashiu Day 5 monetisation freeze, no incident report, GA4 unused

What changed

May 13–17 all zero orders / zero revenue. Engagement intact: 54 installs and ~170 DAU landed on May 17 alone; daily-to-monthly stickiness hit 55.1% — a five-month high. v1.26.0 shipped May 14 (Khairul absorbed the four-day slip). Firdaus Nasir's acceptance stall on Referral Bonus Patch + Product Feed Sync Revamp now 32 days.

Why it matters

App alive, users arriving, nothing converts — payment gateway or offer-config break. GA4 (wired May 14) can answer whether sessions held while conversions zeroed; the question has been speculated for five days and not asked.

→ Action

Ask Hanh today which component broke May 13, and instruct Jessie Tan to run GA4 cashiu.ga_aggregated_event vs conversion_click_performance for May 12–17 by EOD.

BUP-2continuingEnterprise / iAds / Group Services

JC + Andrew Tay — Trip.com fragmenting across three BUs, no single account owner

What changed

Three independent Trip exposures running in parallel: (1) Huynh ICT still unreviewed as new primary violator post-iAds Stars halt; (2) iAds BQ logged 4,551 clicks on May 17 with zero attributed conversions — eighth consecutive zero-conv day on Trip-class offers; (3) TikTok daily validation Day 7 dark with 1.4M TTS conversions still in limbo, and Trip's TTS exposure unreconciled. Lindsay Maralit remains sole owner of Trip JP traffic pause from May 1.

Why it matters

Trip's IT/commercial team will not see three separate IA workstreams — they see one partner relationship under stress. Trip just confirmed they're escalating; the next call lands without a unified story.

→ Action

Call JC today: convene a single Trip account review with Lindsay, Sam Yap, Andrew Tay before Thursday — Huynh ICT, ISP postback, iAds zero-conv, TTS validation as one agenda.

BUP-3escalatingGroup Services

Wing Loon — TikTok validation Day 7 dark, MYR 2.6M paid-but-unrecognised, 5 CVEs Day 13

What changed

May 18 revised deadline passed with no go-live; this is no longer an incident, it's a missing capability. Violation tracker doubled overnight — blocked clicks 856,197 across 691 publishers (vs ~399k / 297 prior), all adults/gambling. Vinita's Daily Validation Monitoring Dashboard four days past May 15. Reflection surfaced ~MYR 4.86M of unreconciled revenue recognition across two systems (MYR 2.6M unattributed conversions stale since April 14, MYR 2.26M iAds overdue). Five CVEs (PDF generator, UI carousel, chart library, eval-RCE, var_dump) unassigned 12+ days.

Why it matters

TikTok named IA #1 partner while their conversions sit unreconciled going into a second week. The CVE stack and the validation stack share the same shared-service constraint — engineering bandwidth with no named owner per item.

→ Action

Ask Wing today: hard date for TikTok validation, one named CVE owner per hole by EOD, and who owns clearing the MYR 4.86M paid-but-unrecognised pool.

BUP-4continuingSubscriptions

Ed Guno — Subs accounts 15→13, 91 affiliate agreements still zero-live, MYR 31,659 marketing fund untouched

What changed

Account count regression now three steps with zero attribution. May 17–24 metrics collapse — 49,757 → 3,583 clicks, applications to 2 — appeared with no campaign pause confirmation. 18 account-management todos unassigned; Swarovski overdue since March 5. Marketing is the shared service primarily consumed by Subs per facts.md — and MYR 31,659 in marketing fund sits at zero utilisation in May.

Why it matters

The affiliate-programme execution bottleneck is upstream of the 80/20 conversion concentration Ed identified May 8. The marketing-fund idle sits downstream of the same activation problem — there's nothing to market because nothing is live.

→ Action

Ask Ed today: which named accounts exited 15→13, who owns activating the first of 91 affiliate agreements, and what blocks the MYR 31,659 marketing-fund deployment.

BUP-5escalatingiAds

Andrew Tay — iAds week 20 revenue –26% WoW, 8-day zero-conv window, Pillar 2 tab broken

What changed

Week 20 (now populated): USD 42,608 net revenue, USD 6,215 ROI — 51% of monthly target. TikTok 72% of brand-mix contribution, fully displacing Trip.com. May MTD loss deepened from –MYR 53K to –MYR 83.6K. Pending pool at MYR 607K = 96% of May gross — cash-trapped. Realisation rate 5.6% → 4.7%. BQ logged 4,551 clicks May 17, zero conversions — Day 8.

Why it matters

Tay posts Thursdays. Thursday's post is the only diagnostic window before May closes, and Pillar 2 brand/channel concentration is inaccessible (#N/A, #REF!) at the exact inflection point where TikTok now drives 72% of the book.

→ Action

Press Andrew before Thursday: named owner + date for MYR 2.28M overdue clearance, Pillar 2 tab repaired, and a Cookie Stuffing DRI.

BUP-6newCMV Video

Umar Naqshbandi — Oppo KLCC shot May 17, two days on, still no post-production plan

What changed

The roadshow executed Saturday with Umar as named host. Two days later: no post schedule, no delivery date, no client commitment visible in any system. Three May 5–8 deliverables now 12–14 days late (was 10–13 yesterday). INVVM-1746 crossed its May 15 due date. Vivo brief (6 social + 4 static) and Samsung A57 slate (3 social + 1 long-form) entered pipeline — first new-brand intake during the May halt. Deal count 76 → 77.

Why it matters

The vivo + Samsung intake confirms commercial demand is recovering before production has restarted. If Oppo asks for footage Wednesday and Andrew Tai answers "checking with Umar," that closes the renewal conversation badly.

→ Action

Call Umar today: Oppo delivery date Andrew Tai can commit to by Wednesday, and scope confirmation on the vivo brief.

Watch

5d** Rizky Saputra's May 15 –40% portfolio swing — no follow-up read May 16–18. Promote tomorrow with attribution or retire.
3d** Dormant offer cluster (FlowerAdvisor PH 543d, Havaianas ID, Net-a-Porter APAC) still accumulating live clicks. Decide today: AG outreach or retire.
5d** Corp Dev iPrice Day 68 with zero activity but "active" status — record-keeping misrepresentation; archive or reassign this week.
23d** Claude Team Plan — 13 days to 1 June AI-claim discontinuation, still on hold. Decide today or accept slip.

New facts to rememberappended to the persistent fact base

~MYR 4.86M of unreconciled revenue recognition sits across two systems:MYR 2.6M unattributed conversions (stale since April 14) + MYR 2.26M iAds overdue >30 days.

Read past briefings (14) →

📧 Gmail Signals

5 threads · IR, 🔴 flags, BU leads

Re: Involve Asia - Draft AFS 31.12.2025

Siow Lu · Tue, 16 Ju

[Investor Relations] Re: Involve Asia Financial Follow-up

Raghav Narayan · Tue, 26 Ma

corp-dev

Fwd: Malaysia Digital Industry Reporting (MDIR) Q4 Jan - Dec 2025

Siow Lu · Tue, 16 Ju

Jimmy, which channel signs your next advertiser?

Tracy Nguyen · Thu, 11 Ju

Francis' Farewell Email

Francis Hong Qi Yu · Thu, 18 Ju

Corp Dev →

Last night’s reflection

2026-06-03 · consolidation pass

Reflection — Wednesday, 03 June 2026

1. Contradictions and corroborations

Corroborated:

iAds BQ data gap (26 days): Facts.md 2026-05-19 first documented publisher names absent from BQ since ~May 1. Monday June 1 brief surfaced it as BUP-1 escalating. Today's stale-source signal (iads_ia_accounts 26d, iads_sources 26d) independently corroborates the same timeline. The pipeline is still broken.
Subscriptions invoicing gap (65% under-invoiced): Facts.md 2026-05-18 and 2026-05-31 both recorded this. Today's synthesis confirms it persists with no owner. Three corroborating data points spanning 16 days.

Contradicted:

Agusnaite — Alibaba "second account blocked": Today's Enterprise synthesis claims Alibaba blocked Agusnaite's second account. Facts.md 2026-05-21 says "Alibaba CPS 75–95% on adease" — framing it as concentration risk, not blocking. No facts.md entry records a blocking event. If Alibaba actively blocked a second account, that's a material change from "unmanaged concentration" to "advertiser counteraction." Source data needed: which second account, when, and does it affect the adease 75–95% revenue stream?

Still hand-waved:

Cashiu KPI tracker broken (June 2): The June 3 synthesis notes all 47 KPIs show formula errors, June installs collapsed 97%, signups dropped to 5. But this is embedded deep in the synthesis — it hasn't been in a brief's Top items since ~May 12. Meanwhile 11 days of Basecamp silence means no operator explanation. The brief has been treating Cashiu as stable background while it's silently breaking.
Andrew Tay — iAds W21 report overdue: The synthesis flags no report since May 20 (13 days). But the Basecamp source is itself 12 days stale, so the brief cannot distinguish between "Andrew missed his Thursday post" and "the source pipeline isn't refreshing." If it's a pipeline issue, the flag is noise. If Andrew genuinely went dark 13 days while iAds ROI turned negative (W21: -0.40%), that's a leadership crisis. The brief is reporting both possibilities without resolving either.

2. Cross-source bridges

Same thing, different lenses:

iAds data pipeline failure is corroborated by four independent signals: (1) facts.md 2026-05-19 says publisher names absent from BQ tables since ~May 1; (2) today's stale-source flags on iads_ia_accounts and iads_sources (26d each); (3) the W21 report overdue signal from the synthesis (Andrew's last Basecamp post May 20); (4) facts.md 2026-05-19 Tech WIP from Xiong noting TikTok data integration crisis requiring "company-wide cleanup" with root causes including "no staging environment, insufficient monitoring." The iAds BQ gap isn't isolated — it sits inside a broader data infrastructure collapse that the Tech WIP documented and the brief never fully digested.
DevOps operational halt is now triangulated: (1) today's dept signal — zero completions in 14 days across 15 open items, 8 unassigned; (2) Sentry relay 47 days overdue; (3) Ashok holding 7 of 14 unresolved issues including a commission bug open since July 2022. Three signals from the same function, all pointing to a team that has stopped producing output. This is the same DevOps that the Tech WIP (2026-05-19) flagged for missing deployment cadence and security gaps ahead of audit.

Sources disagreeing:

CMV Affiliate revenue: The P&L (facts.md 2026-05-14) says net MYR 5,481 in May. The BQ-implied gross is ~MYR 39k/month. The May 15 reconciliation (staff costs ~MYR 30k) makes these consistent, but only if the ~MYR 30k staff cost figure is current. Denise Goh (CMV Affiliate team member) exits tomorrow — if her salary (~MYR 40,880 YTD ≈ MYR 3,400/month) drops off, the P&L math changes. The brief hasn't re-reconciled post-Denise-exit.

New connection enabled:

No new sources this cycle. But the Dept signals + facts.md pairing is producing a pattern the BU-level synthesis misses: the DevOps halt connects iAds data pipeline failure, Cashiu tracker breakage, and Sentry monitoring gaps into a single root cause — engineering capacity has collapsed under project load while zero backfill has been named. This cross-BU pattern isn't visible from any single BU synthesis.

3. New-source clarification

no new sources this cycle

4. Pattern emergence

DevOps/staff-exit correlation (14-day signal window): Three project_blocked signals cluster in Group Services/DevOps — Sentry relay (47d overdue), Ashok's unresolved issues (5d), DevOps velocity (14d zero completions). Simultaneously: Denise Goh exits tomorrow (CMV Video/Affiliate), Akmal just left (Data), Razzak already departed (Engineering — facts.md 2026-05-04). The org chart (facts.md 2026-05-04 "Headcount trajectory") noted 96→146 staff growth but the recent signals show the reverse: departures in data, engineering, and ops with no documented backfills. DevOps completing zero tasks in 14 days while holding 15 open items isn't a prioritisation choice — it's a team that has lost its throughput.

iAds negative-ROI regime: Facts.md 2026-05-04 recorded W16 ROI at 17.95%, below Andrew's own 20.4% critical threshold. Today's synthesis shows W21 ROI at -0.40%. That's a three-week decline from "below critical threshold" to "losing money" — crossing zero between W20 and W21. Concurrent: ad spend increased 17.47% to $42,751 in W21, publisher count contracted from 11 to 7. The pattern is: spend is rising while publishers and ROI are falling. This is not a weekly fluctuation — it's a structural shift. The brief has been tracking the BQ data gap but not the ROI trajectory independently.

Cashiu operational silence → data collapse: Cashiu Basecamp: 11 days silent. Cashiu KPI tracker: broke June 2 (all metrics formula errors). June installs: down 97%. The pattern mirrors what happened in mid-May (facts.md 2026-05-12: May 11 install anomaly

All reflections →

Persistent facts

Durable signal Ember has accumulated

title: 'Ember Fact Base' domain: 'data-sources' entities:

'Ember'
'Trip.com'
'Cashiu'
'iAds'
'Subscriptions'
'Involve Asia' aliases:
'Ember facts'
'fact base'
'daily synthesis facts' last_verified: 2026-05-19 stale_after: 30d source: automation confidence: medium

Ember Fact Base

Append-only persistent fact store. New entries land here as the daily synthesis runs.

2026-06-01 | CORRECTION — iPrice deal is closed, not dormant

iPrice was acquired and subsequently shut down. The acquisition is complete — it is NOT an active Corp Dev project. The 14 open ClickUp tasks in the iPrice Deal project are stale cleanup items, not an active deal pipeline. Stop surfacing iPrice as "80 days silent", "dormant deal", or "active" in briefings, signals, and Watch lists. The Corp Dev section should not mention iPrice at all unless new activity actually materializes.

This supersedes and clarifies the 2026-05-04 entry ("not actively maintained") — the reality is stronger: the deal closed and iPrice was shut down. The prior entries are marked HISTORICAL below.

2026-05-01 | Trip.com commission

HK/KR upsize removal extended Hotel-wide and to International Flights, effective May 2026

2026-05-01 | Trip.com JP

traffic suspended due to adult-traffic brand-safety escalation; sole owner Lindsay Maralit

2026-05-01 | Subscriptions setup fee

USD 1,000 advertiser onboarding fee is a recurring sales friction point

2026-05-01 | iAds critical-zone threshold

20.4% ROI% is the level Andrew Tay's own report classifies as critical

2026-05-01 | Cashiu web-1.0.2

shipped 29 April 2026, introducing the Publisher Account Base Figures setting

2026-05-01 | Enterprise revenue baseline

$3.75M over 23–29 April 2026; Kum Phui Lam ~31% of advertiser team revenue

2026-05-01 | TaurusX concentration

10.9% of network revenue as of 30 April BigQuery extract

2026-05-01 | iAds April close

ROI% 20.4%, offers 11, publishers 6 on final day — supply contraction, not rate

2026-05-01 | Group Services 30 April revenue

MYR 262,473 (53% DoD drop, cause unconfirmed)

2026-05-01 | iPrice integration (HISTORICAL — see CORRECTION 2026-06-01 below)

50 consecutive days of Basecamp silence as of 01 May 2026

2026-05-01 | TikTok Shop ID recovery

IDR 519,738,540 withdrawal initiated via @involveasiaid02 on 01 May 2026

2026-05-01 | Apr 30 group revenue anomaly

48-hour unresolved as of 01 May 2026, no triage owner named

2026-05-01 | Cashiu mobile cadence

cashiu-mobile-1.25.0 two days slipped past 30 April with no revised ETA

2026-05-01 | CMV staff costs

Feb–Apr 2026 figures numerically identical to Involve Asia — data integrity error blocking March P&L

2026-05-01 | P&C costs

+28% YTD at flat headcount of five; driver unidentified as of 01 May 2026

2026-05-01 | Productnation

YTD staff + commissions (MYR 527,765) exceed YTD gross profit (MYR 514,826) at end-April

2026-05-01 | Mandy Kang travel

five-conference circuit 8–27 May 2026 (SG, Shenzhen, Guangzhou)

2026-05-01 | Steven (publisher 2387)

on 3-month free-withdrawal Premium Membership trial from 01 May 2026

2026-05-01 | Flower Chimp Subscriptions cluster

HK/ID/MY/PH/SG simultaneously at Negotiation since 15 April 2026

2026-05-01 | iAds April close

spend MYR 555,987 (51% of gross), GP margin 22.5%, profit MYR 135,024 — flat against January despite tripled spend base

2026-05-01 | CMV Video April

provisional MYR 4,052 profit flagged at risk of reversal once lagged CoS/commissions back-fill

2026-05-02 | Apr 30 group revenue

confirmed final MYR 494,723 (-12% DoD) — supersedes the MYR 262,473 partial read recorded 01 May

2026-05-02 | Enterprise April

YTD net revenue RM 53.1M, margin 27.6% (provisional pending AWS/forex/tax back-fill)

2026-05-02 | iAds April 30 final

MYR 36,790 across 14 active offers (revised from preliminary MYR 31,077 / 11 offers)

2026-05-02 | Subscriptions Week 16 (01-May)

confirmed zero across every funnel stage — second consecutive blank week

2026-05-02 | Zoho CRM Amount field

blank across all 249 active pipeline rows — Subscriptions pipeline value is unquantifiable from CRM as of 02 May 2026

2026-05-02 | Productnation payroll concentration

Tai Ka Hui (MYR 96,570 YTD), Denise (MYR 40,880), Wai Yee (MYR 37,696) are the three named lines driving fixed-cost burden

2026-05-02 | April Staff Welfare Fund

MYR 29,962 spend — heaviest single month YTD, no forward May–Dec plan posted

2026-05-02 | Wals concurrent overdues

82 days (IA Dashboard), 16 days (Sentry/S3), 3 days (background worker) — three production infrastructure items, no backup resource

2026-05-03 | Enterprise YTD net revenue

MYR 57,271,213 at end-April 2026 (April MYR 16.7M added), 27.9% margin provisional pending AWS/forex/tax back-fill

2026-05-03 | Subscriptions April margin

–653.7% (MYR 7,851 revenue vs MYR 59,173 staff costs) — worst single month on record; YTD –505.1%

2026-05-03 | FoundIt three-market deal

MY/SG/PH agreements signed 22 April 2026, all Pending Integration with no kick-off date

2026-05-03 | Dormant publisher fee opportunity

MYR 397K uncollected from inactive-segment publishers, surfaced 03 May 2026, no owner

2026-05-03 | April Apr 30 revenue

three conflicting reads on record (MYR 262,473 / 494,723 / 542,818); reconciliation unowned

2026-05-03 | Apr 30 revenue reconciliation

five days unowned across Engineering, Product, Data, and DevOps — escalation path absent

2026-05-03 | China Ops cover for Mandy Kang 8 May departure

still unnamed at T-4 days, 12 todos unassigned

2026-05-03 | iAds Apr 30 offer count

revised four consecutive times post-close (most recent 14→15) — settlement-lag pattern

2026-05-03 | Subscriptions Oppo MY / LG MY

integration blocked on missing offer information from sales/PM/OM, no resolution owner

2026-05-03 | Group Services 1 May revenue

MYR 567,425 — second-highest in eight-day window, confirms 30 April was an event not a structural break

2026-05-03 | Productnation YTD restatement

MYR 575,389 → MYR 591,199 (+MYR 15,810) on 03 May 2026, source unattributed, no finance sign-off

2026-05-03 | iAds April net revenue

MYR 719,269 — contracted MYR 56K MoM despite record gross MYR 1,081,917 and 51% spend ratio

2026-05-03 | Staff Welfare Fund balance

MYR 504,843 (92% idle) as of 03 May 2026, no drawdown plan for remaining eight months

2026-05-03 | Cashiu April operating margin

–137.1% on record gross MYR 5,343 — monthly cost base exceeds cumulative YTD gross profit

2026-05-04 | Revenue data freshness — t-1 always partial (NOT a data integrity issue)

Daily BigQuery revenue figures fill in over ~48 hours post-close as conversions validate. The "Apr 30 three-way split" (MYR 262K / 494K / 542K read on consecutive days) was Ember reading the same date as lag resolved — not three conflicting numbers, just one number landing in three reads. Stop flagging day-by-day revenue figure changes as a "pipeline integrity crisis." Daily revenue actually was stable on Apr 30 per Jim's direct read of the system.

2026-05-04 | Management accounts close cycle

Management accounts close one month later on the 15th. April P&L lands ~15 May. Treating "April direct expenses blank" / "AWS/forex/tax not back- filled" as an integrity issue before mid-month is wrong — that's the normal close cycle. Don't surface it as a flag until after the 15th of the following month.

2026-05-04 | Mandy Kang — NOT leaving

Mandy Kang is NOT leaving the company. Earlier briefings claimed she departs 8 May; that was hallucinated from misread Basecamp content. Do not surface Mandy's departure or "China Ops cover gap" again — China Ops continuity is fine.

2026-05-04 | Zoho — deprecated, no longer in use

Subscriptions does NOT use Zoho CRM anymore. The "ZOHO Sales Cycle" tab in the Subscriptions Tracker is legacy data. Treat the Pitch - Live Tracker / Date Look Up / Subscribers / Live Accounts tabs as the canonical Subs CRM surface. Don't reference Zoho in briefings.

2026-05-04 | Razzak Alkel — has left the company

Razzak Alkel has left Involve Asia. Stop flagging "Razzak sole owner of five tech KT items" as a single-point-of-failure — those KT items either need new ownership or are being formally closed. Treat his name appearing in any tracker as legacy data, not active assignment.

2026-05-04 | iPrice — not actively maintained (HISTORICAL — see CORRECTION 2026-06-01 below)

iPrice is NOT being actively maintained anymore. This is a deliberate strategic posture, not an oversight. Stop surfacing "iPrice Day N silent" or "iPrice integration stalled" as flags — that's the current state by design. iPrice content/affiliate maintenance has been deprioritised.

2026-05-04 | Enterprise May GP opening

MYR 239.8K against ~MYR 3.7M target (6.4%) with zero live initiatives across all five Publisher Growth contributors as of 04 May 2026

2026-05-04 | iAds Week 16 ROI%

17.95% — below Andrew Tay's own 20.4% critical-zone threshold

2026-05-04 | Headcount trajectory

96 → 146 (+50%) over four months to April 2026; monthly payroll MYR 1.7M; revenue-per-staff-cost 38.88× (down from 39.57× in March)

2026-05-04 | Subscriptions Week 17 (04-May)

confirmed zero — third consecutive blank week

2026-05-04 | Cashiu Group KPI tracker

blank from February onward, spanning ten months of expected entries

2026-05-04 | Trip.com JP adult-content incident

04 May 2026 — viral X post tied an IA link to adult content; JC paused JP traffic, Trip upper management engaged, revenue impact unscoped

2026-05-04 | Subscriptions MRR concentration

Impact Tech Singapore (Adv 8436) revised to 64% of MRR (6 of 13 active subs) on 04 May 2026

2026-05-04 | Enterprise May GP source discrepancy

team tracker MYR 404K vs Ember fact base MYR 239.8K — unreconciled as of 04 May 2026

2026-05-04 | Funds balance

turned negative 04 May 2026 (117 MYR balance vs 120.9 MYR allocated)

2026-05-04 | TTS daily validation bug

closed by Akmal (Data) on 04 May 2026

2026-05-05 | Productnation YTD net loss

MYR 109,849 as of 05 May 2026, ~doubled in one cycle from MYR 64,800

2026-05-05 | Productnation headcount

20 → 13 (–35%) over four months to May 2026, never formally characterised in BU reporting

2026-05-05 | Subscriptions account count

revised to 15 active / USD 4,000–5,000 MRR on 05 May 2026 (sourcing change, not new acquisition)

2026-05-05 | Subscriptions June–July renewal cohort

0% confirmed on 05 May 2026

2026-05-05 | Cashiu May 4

zero revenue, zero orders posted — cause unresolved as of 05 May 2026

2026-05-05 | CMV Video

"complete activity halt from May" newly explicit in P&L source data on 05 May 2026; 69 confirmed client deals remain live and unmanaged

2026-05-05 | CMV Affiliate May revenue

reversed 4,036 MYR → zero between consecutive extracts on 05 May 2026; cause unresolved

2026-05-05 | CMV Affiliate March costs

~63,000 MYR cost spike newly quantified, source unattributed

2026-05-05 | iAds April GP

compressed 30.8% (March) → 18.8% (April), 44% profit collapse MoM, root cause unassigned

2026-05-05 | Klook Paid Post (Eatlicious)

due 7 May, unassigned in Marketing as of 05 May 2026

2026-05-06 | Cashiu May 4 BigQuery

MYR 105.9M / 1.4M orders, attributed to settlement validation lag; resolves the zero-revenue flag from 05 May 2026

2026-05-06 | Cashiu BigQuery-vs-P&L gap

MYR 105.9M daily BigQuery vs MYR 848 May net P&L — order-of-magnitude irreconcilable as of 06 May 2026

2026-05-06 | Enterprise May GP four-way split

MYR 239.8K / 404K / 581K / 766K across four sources, unreconciled as of 06 May 2026

2026-05-06 | Subscriptions Week 16

76 new leads (largest single-week intake of 2026); Changan, CelcomDigi, Comviva confirmed Live 04–06 May

2026-05-06 | DirectLink (Kai Shen)

shipped May 5, zero links generated on launch day, no posted explanation

2026-05-06 | CMV Video deal count

71 confirmed (up from 69) on 06 May 2026 despite May halt; INVVM-1745 due 06 May, INVVM-1743 due 07 May on 47-invoice stack

2026-05-06 | Group Services Triage

four critical security vulnerabilities (dompdf + swiper + chart.js + RCE via eval()) all unassigned as of 06 May 2026

2026-05-07 | iAds Week 18 WIP (07 May 2026)

8-day Basecamp silence broken; 30% legitimate-source revenue formally named as primary goal vs 90%+ grey-area baseline

2026-05-07 | iAds April close

printed Rev 133.2% / ROI 27.4%, both acknowledged understated due to unresolved TTS VN data issue

2026-05-07 | Enterprise May GP reconciled

MYR 1,025,375 (27.43% of target) on 07 May 2026, superseding the four-way split

2026-05-07 | Publisher concentration (May 5)

Fadliid displaced TaurusX as #1 at 7.82%; top-10 at 46.8% (up from 41.5% May 4)

2026-05-07 | Cashiu T+1 settlement lag

confirmed structural across May 4 and May 5 (MYR 105.9M and MYR 189.5M back-fills); P&L regressed from 848 MYR to 77 MYR same cycle, unexplained

2026-05-07 | Group Services CVE count

five unassigned critical vulnerabilities (dompdf, swiper, chart.js, eval() RCE, var_dump) as of 07 May 2026

2026-05-08 | Trip.com iAds Stars

traffic halted 7 May 2026 after 75% WoW violations spike (77% concentrated on iAds Stars); estimated RM95k revenue loss

2026-05-08 | TikTok Shop ID GMV

dropped USD 45k → USD 15k daily after Deepleaper went direct (cause named 8 May 2026)

2026-05-08 | CMV Video halt breaches

three content deadlines missed in week of 5–8 May (Social Video Unboxing, Social Video Full Review, Article-Full Review), all unassigned; Oppo KLCC roadshow locked for 17 May

2026-05-08 | Cashiu May 6 BigQuery

MYR 98.4M / 1.12M orders — third consecutive T+1 back-fill, settlement lag now confirmed structural

2026-05-08 | CMV Affiliate gross revenue

declined 30% Jan→Apr 2026 (MYR 77.5k → 53.9k) — top-line contraction masked by margin resilience

2026-05-09 | Dormant publisher earnings

MYR 397.5 million across 33,005 inactive publishers (corrected from 397.5K), no named recovery owner as of 09 May 2026

2026-05-09 | Subscriptions network value

Ed Guno finding 08 May — conversions concentrate in PG-managed publishers, not the ~43/month broader publisher base generating click traffic

2026-05-09 | CMV Video deal-book

stalled at 76 confirmed deals on 09 May 2026 — first day without new confirmation after three-day growth streak during halt

2026-05-09 | Crypto Withdrawal Alpha

staging-ready week of 09 May 2026, Mohd Rizwan four PRs merged, integration partner aligned

2026-05-10 | Subscriptions Week 17

USD 8.67 revenue / 5,504 clicks vs Week 16's USD 1,436.50 / 50,157 — ~99% collapse confirmed 10 May 2026; cause unidentified

2026-05-10 | iAds May 8 revenue

$36,181 (-14.3% DoD from $42,225) — first revenue evidence of Trip iAds Stars halt impact

2026-05-10 | Single-operator dependency

accepted as operating model across Cashiu (Hanh), iAds (Tay/Tan), CMV Video (Andrew Tai), Subscriptions (Susanne ~60%) — no longer surfaced as flag

2026-05-10 | CMV Video deal book

first contraction 76 → 75 on 10 May 2026 after three-day growth-during-halt streak

2026-05-10 | Jessie Tong

sole owner of 5 June finance deliverables (Group audit, tax filing, Remix e-invoicing, IATH VAT refund) with no named backstop as of 10 May 2026

2026-05-11 | Subscriptions May activations

OPPO ID (Dwy), AmazingRaze (Tracy), LifeBalance (Susanne/Mandy) confirmed Live in May 2026; ProxyCheap QA cleared, go-live targeted 11–15 May

2026-05-11 | Cashiu mobile v1.25.0

shipped 7 May 2026 (Khairul); ten-day overdue flag resolved

2026-05-11 | Cashiu Shopee attribution bug

web-1.1.2 patched 11 May 2026 — IA Shopee aff_id was crediting legacy offer 4223 instead of ProductNation aff_id offer 5126; Firdaus Nasir documented

2026-05-11 | INVVM-1721

due 11 May 2026, still open and unassigned at breach; AR stack reaches INVVM-1382 (Feb 2025, 15+ months unpaid) with no collector named

2026-05-11 | China Ops May circuit

Mandy Kang booked CCEE YUGUO Shenzhen 14 May and PAGC2026 Guangzhou 27 May; five prospect meetings logged 10 May

2026-05-12 | Group Services May 10 revenue

MYR 584,291 finalised (+9.4% DoD), Engineering shipped MySQL v8.4 + API Gateway migration + SmartURL revamp same cycle

2026-05-12 | iAds publisher count

contracted 11 → 10 on 10 May 2026, first attrition signal post-Trip Stars halt

2026-05-12 | CMV Video deal book

77 confirmed on 12 May 2026 (+2 during declared May halt, origin untraceable)

2026-05-12 | TikTok daily validation

offline (API issue), ETA 14 May per Wing Loon — direct dependency for Shopee and TikTok Enterprise reporting integrity

2026-05-12 | Cashiu May 11 install anomaly

32.7M installs against zero revenue/orders, unreconciled — qualitatively different from prior T+1 settlement lag pattern

2026-05-13 | Subscriptions account count

dropped 15 → 14 on 13 May 2026 with no surfaced attribution; OPPO ID status appears to have regressed from Live to awaiting paperwork same cycle

2026-05-13 | DirectD (Andrew Tay)

Campaign Live confirmed 13 May 2026

2026-05-13 | iAds May 12 partial

MYR 22,650 with publisher count rebounded to 13 and active offers to 31 — supply expansion against a revenue floor

2026-05-13 | Cashiu web-1.1.3

shipped 13 May 2026 with OpenReplay monitoring on Admin Dashboard and agent skill migration to Codex/Claude folders

2026-05-13 | Enterprise May Day 13

PG MYR 1.96M (52.31% of MYR 3.74M target); AG rolling 8-day MYR 567,792 (+4.96% DoD)

2026-05-13 | Cashiu AOV

collapsed ~56% on 11 May 2026 (MYR ~106 → MYR ~47) despite orders +15% and installs +50% DoD; cause undiagnosed, distinct from T+1 settlement-lag pattern

2026-05-13 | Group Services 11 May revenue

MYR 576.5k (-1.5% DoD), active publishers 9,193 (+3%) across 427 offers — yield compression with network expansion

2026-05-13 | iAds 11 May settled

MYR 32.7k / 15 publishers / 25 offers — period-high publisher count, confirms 50% supply expansion produced zero incremental revenue

2026-05-13 | Enterprise May initiative throughput

AG 1 entry against ~25/month cadence; PG team total 33 vs April's 65 — confirmed structural collapse, not weekly variance

2026-05-13 | CMV Video deal book

77 → 76 contraction on 12 May 2026 holds through 13 May; first net deal loss during declared halt, origin untraceable

2026-05-13 | Andrew Tay posting cadence

Andrew Tay's documented baseline is to post iAds updates on Thursdays — silence mid-week (Sun-Wed) is normal, NOT a flag. Only flag iAds silence if Andrew misses a Thursday post or goes ≥10 days dark.

2026-05-13 | BU-native KPI framing

Each BU has its own performance metrics that the briefing should frame around, not generic terms like "throughput" or "collapse":

Enterprise PG: monthly initiatives per person (target 5/month, 60/year); new publisher sign-ups (target funnel: outreaches → pitches → onboarding → live); concentration risk
Enterprise AG: advertiser revenue split per account manager; offer health decay; named advertiser deals
Subscriptions: active account count, MRR concentration by client, integration request queue, pitch tracker
iAds: ROI%, offer count, publisher count, named partners (Trip, Stars, JP)
CMV Video: ClickUp deal pipeline (Leads → Proposal → Confirmed), billing AR, brand milestones, smartphone launch coverage
Cashiu: installs, DAU, signups, AOV, daily orders, daily revenue
CMV Affiliate: P&L by month, key publishers
Group Services: headcount, staff costs, marketing budget burn, payment/billing queue
Corp Dev: MDEC approval status, exit process milestones (iPrice deal is CLOSED — see CORRECTION 2026-06-01)

Briefings should cite the SPECIFIC named publishers/advertisers/clients/initiatives — not abstract metrics. "Mind has 59 pitches, only UC Browser converted" beats "PG throughput collapsed".

2026-05-13 | Analysis pattern — offer ↔ publisher pairing is mandatory for affiliate-marketing claims

When the brief makes a claim about an offer-side event (e.g. "Trip.com collapsed", "iAds Stars halt", "Lazada commission cut"), it MUST follow up with the publisher-side impact:

Which publishers were running the affected offer?
Of those, which dropped the most volume / revenue?
Was the drop concentrated in 1-2 publishers (counterparty-specific risk) or systemic across many (structural shift)? The reverse pattern also applies: when a publisher's volume moves, name the offers driving it. This is the analysis lens used in operating reviews — abstracting to "Trip.com is down" without naming the publisher exposure is meaningless.

2026-05-13 | Enterprise BU brief framing

For Enterprise items, ban abstract phrases like "initiative engine broken", "throughput collapse", "shared constraint" UNLESS followed by:

The specific advertisers / publishers / deals being onboarded or stalled
Volume / revenue impact per named counterparty
Whether it's concentrated (1-2 names) or systemic (across the team) Generic phrases without named counterparties are jargon, not information.

2026-05-13 | CMV Video ownership — Umar Naqshbandi (production) + Andrew Tai (commercial/ops)

CMV Video has TWO co-leads with clearly split responsibilities:

Umar Naqshbandi — owns PRODUCTION (video shoots, content output, talent/host, post, deliverables, schedule). When a video is shooting/missing/delayed, the question is for Umar.
Andrew Tai — owns COMMERCIAL / OPS (deals, billing, brand-partner relationship, P&L, contract terms, internal workflow). When the question is about a client commitment, deal terms, or revenue, ask Andrew Tai. Briefings should NEVER conflate these. "Does Andrew Tai own production?" is structurally wrong — Umar does. Frame production-side questions for Umar; commercial-side questions for Andrew Tai.

2026-05-13 | Oppo KLCC roadshow status

The Oppo KLCC roadshow is already happening / committed — do not frame it as "decide whether to pull". Frame it as: production lead unnamed, deliverables overdue, INVVM-1746 collection at risk. Action questions go to Umar (production execution) or Andrew Tai (commercial recovery if deliverables slip).

2026-05-13 | BQ analysis gap — offer × publisher pairing not yet available

Current BQ routed metrics are aggregated either offer-side OR publisher-side, not paired:

publisher_concentration → top 10 publishers, revenue-only (no offer breakdown)
iads_revenue → revenue / offer count / publisher count by day (no per-pair detail)
ag_revenue_split → revenue per account manager (no offer breakdown)
offer_health_decay → offers without publisher attribution

To answer "Trip.com dropped — which publishers?", a new BQ metric is needed that joins offer × publisher × revenue over time. Until that's built, briefing claims about "which publishers dropped on a specific offer" should be flagged as "publisher-side data unavailable" rather than fabricated.

2026-05-13 | Translate technical jargon — never use acronyms without unpacking

Brief output must use plain operator language. Specifically:

CVE → "security hole" or "security vulnerability". Always name what the affected library/component is and what the practical risk is ("code execution if attacker hits URL X", "data leak if file Y is requested"). dompdf/swiper/chart.js mean nothing to Jim — say "the PDF generator", "the UI carousel library", "the chart library".
CPS/CPI/CPM/CPC → "commission per sale / install / impression / click" on first reference per item, then OK to abbreviate.
T+1 / T+2 → "yesterday partial / two-day-ago final"
DoD / WoW / MoM → "day-over-day / week-over-week / month-over-month" on first use
AOV → "average order value (revenue ÷ orders)"
ROI / ROAS / GP → first-use unpack
Internal product codenames (4223, 5126, INVVM-1721) — keep the code but always add a parenthetical noun ("invoice INVVM-1721", "Cashiu attribution card 4223")

Rule of thumb: if Jim can't act on the item without first decoding a term, the term is a bug. Translate or unpack.

2026-05-13 | Brief should DO investigative arithmetic, not punt to "undiagnosed"

When the brief flags a numerical anomaly (X "halved", Y "collapsed", Z "outlier"), it must check the trailing distribution before claiming significance:

Pull the last 7-14 day series from the relevant BQ metric
Compute mean / range / std-deviation
State whether the flagged value is genuinely anomalous (>2σ, outside band) or within normal volatility
If anomalous, propose 2-3 specific hypotheses (settlement lag, mix shift, prior-day outlier, attribution residue) — NOT generic "undiagnosed"

Example of what NOT to do (today's brief):

"Cashiu AOV halved May 10→11, undiagnosed"

The actual data showed: trailing 7d AOV range 33-106, mean 53, std-dev ~25. May 11 at 46 is WITHIN normal range. May 10 at 106 was the outlier needing explanation, not May 11. The brief anchored on the largest delta instead of running the distribution. With BQ data in hand the brief can and should do this analysis itself.

2026-05-13 | Investigative-journalist mode for the brief

Treat each Top 6 item as a story to investigate, not a data point to report. The brief's job is to dig:

When a number looks anomalous → pull the trailing distribution before claiming significance
When an event has a named counterparty → name the publishers / advertisers / deals affected
When a metric moves → propose 2-3 specific hypotheses with evidence from BQ / sheets / Basecamp, NOT generic "undiagnosed"
When relevant external context exists → flag it but do not invent (e.g. "Trip.com's Q1 investor report would tell us whether their HK/KR cut is platform-wide or just IA-specific — worth checking, but not in scope today")
Always ask "what would the team head actually do with this?" — if no answer, the item doesn't belong in Top 6

External-source augmentation is interesting but defer for now (Jim's note: "I'd rather not muddy the waters even more"). Capture as future capability.

2026-05-13 | CRITICAL — Cashiu daily numbers were inflated 1000-3,500,000x by a Cartesian-join bug

The previous cashiu_daily.sql query joined three Cashiu tables (conversion_click_performance × install_aggregated × ga_aggregated_event) on date alone, with NO foreign-key constraint. This produced a Cartesian product that multiplied row counts and inflated every SUM by 4-7 orders of magnitude.

Real Cashiu scale (verified 2026-05-13 with corrected query):

Installs: single-to-double digits per day (5-68 in the last 8 days)
Orders/conversions: 30-160 per day
Revenue: MYR 0 – 8,900 per day
DAU: 150-200

Cashiu is a SMALL product. Every prior briefing line citing "32M installs", "MYR 36M revenue", "100k orders" was wrong by 1,000,000×. SQL fix landed in commit (next push).

When evaluating Cashiu in future briefs, anchor on the real numbers above. Cashiu's value to Involve Asia is in the product narrative + future scale, NOT current revenue magnitude.

2026-05-13 | "Cashiu" as publisher on IA platform — separate from Cashiu the product

There is a publisher account named "Cashiu" on the Involve Asia affiliate platform (publisher='Cashiu', affiliate_id=1016390). This generates ~MYR 170/day on average over 15 days observed — also small.

DO NOT conflate the two:

Cashiu the product — Commerce Media Ventures' cashback app. Its KPIs (installs, orders, DAU, revenue) come from productnation-data-analytic.cashiu.* tables. Real scale: dozens of installs/day.
"Cashiu" the publisher — an affiliate account on Involve Asia's network. Generates ~MYR 170/day in commissions. Appears in jimmy.conversion_agg_offfer_promotion_country with affiliate_id 1016390. Different thing.

When the brief says "Cashiu revenue X" it must be unambiguous about which is meant.

2026-05-13 | Data quality discipline — sanity-check large-magnitude numbers before reporting

A 1,000,000× inflation bug went undetected for at least a week because no brief reviewer (human or model) sanity-checked the order of magnitude. Rule: before reporting any single-day Cashiu/product/BU number, ask whether the magnitude is plausible for that product's scale. Cashiu installs in the millions per day would imply a Tier-1 app — clearly not the case. The brief should flag implausible numbers ("Cashiu reporting 32M installs/day — likely a data join issue, not actual scale") instead of citing them.

2026-05-13 | AG revenue — two definitions, don't conflate

Two distinct "AG revenue" numbers exist and they mean different things. The brief has been mixing them:

AG-attributed offer revenue (BQ ag_revenue_split) = revenue flowing through offers OWNED by AG account managers. This sums to ~97% of platform revenue (~MYR 4.7M / 8 days for 5 managers) because their offers ARE the platform's main offer base. Per-manager 8-day numbers: Mona Surach MYR 1.26M, Kum Phui Lam MYR 1.18M, Rizky Saputra MYR 1.18M, MJ Legaspi MYR 913k, Mini Nguyen MYR 177k, Advertiser Solutions MYR 125k.
AG team direct/incremental contribution = what the AG team's own tracker sheet measures. Roughly MYR 567k / 8 days = 10-15% of platform. When the brief cites "AG rolling 8-day MYR X", it must specify which definition. The two are not interchangeable.

2026-05-13 | Advertiser Solutions is a real account manager (MYR ~125k/8d)

The AG account manager "Advertiser Solutions" was previously missing from ag_revenue_split.sql filter. Verified 2026-05-13 as a real managed advertiser book at MYR 124,730 / 8 days. Now included.

2026-05-13 | Zombie offers — publisher waste signal worth surfacing

The offer_health_decay metric exposes offers with NO conversion in 300+ days but receiving clicks AS RECENTLY AS TODAY. Examples (audit pull): FlowerAdvisor (PH) 540d-no-conv / clicked today; Havaianas ID 529d / today; Pets Wonderland (MY) 498d / today; Net-a-Porter APAC 480d / today. What this means: publisher promotional inventory pointed at dead offers — every click is wasted, no attribution, no revenue. AG-side wakeup: these advertisers may be churn-ready (their offers haven't converted in 1.5+ years); PG-side cleanup: publishers running stale links should be flagged. The brief should surface this pattern when offer_health_decay shows clicks > 0 within the last 7 days against conversions > 90 days stale.

2026-05-13 | iAds publisher filter — `LIKE 'iads%'` not `LIKE '%iads%'`

Confirmed iAds publishers all start with "iAds" prefix: iAds Solutions, iAds Stars, iAds Prop, iAds Gala, iAds Terra, iAds Roi, iAds Hill (lowercase variant). Anchored prefix filter avoids matching unrelated publishers like "PrithviAds".

2026-05-04 | Marketing is a shared service, primarily utilised by Subscriptions

Marketing sits under group_services.marketing (shared service — that's where the people are). It is NOT a Subscriptions-BU dept. BUT — today the dominant consumer is Subscriptions: marketing of subscription programmes is part of the package the Subs team sells. So marketing-source content (Marketing Request basecamp project 40115446, Marketing content sheet 1ZnJiT4TCoWz0kgH7BXm_47YatqfictmDpyVqeBvmibM) lives under group_services/marketing/ org-routing-wise, but the brief should read marketing activity as primarily feeding subs outcomes (programme launches, campaign-driven funnel). Other BUs may also pull marketing capacity — flag if seen.

2026-05-04 | CMV Affiliate publishers — Val Media and Commerce Media Ventures

Two affiliate accounts roll up into the CMV Affiliate BU on the IA platform:

Val Media Sdn Bhd (affiliate_id=8521) — productnation.co et al
Commerce Media Ventures Sdn Bhd (affiliate_id=79) — historical CMV affiliate book BQ metrics for CMV Affiliate revenue should filter affiliate_id IN (8521, 79). Don't try to derive CMV Affiliate revenue from publisher name LIKE — these are the canonical IDs.

2026-05-14 | iAds validation collapse

realization rate 87.4% (Jan) → 5.6% (May); 92.7% backlog deep-critical, 53% of overdue value past alert threshold

2026-05-14 | iAds brand mix

TikTok 43.82% Apr–May contribution, displacing Trip.com as co-leader

2026-05-14 | CMV Affiliate P&L

net revenue MYR 77,517 (Jan) → MYR 5,481 (May); BQ-implied gross ~MYR 39k/month doesn't reconcile to P&L net

2026-05-14 | CMV Video

Umar Naqshbandi confirmed as Oppo KLCC 17 May production owner; logistics not on record as of T-3

2026-05-14 | AG revenue and Group/Involve revenue are the same number

AG (Advertiser Growth) account managers OWN the offers driving network revenue — they are the manager-side view of the same revenue stream that rolls up as "Group Revenue". Surfacing "AG Team Revenue" and "Group Revenue" as separate sparklines on the home page (or as separate lines in the brief) is double-counting. They differ only in slice:

Group Revenue = total MYR across all offers, network-wide. Slice axis: time.
AG Revenue (ag_revenue_split) = the SAME total, sliced by account manager (Mona Surach, Kum Phui Lam, Rizky Saputra, MJ Legaspi, Mini Nguyen, Advertiser Solutions). Slice axis: manager. When citing platform revenue, use Group Revenue. When citing per-manager performance, use the AG split. Never juxtapose the two as if they were independent series — they're the same money. The brief may cite both only when explicitly walking from network → manager-level attribution.

2026-05-14 | AG initiative target — 5/month per AM, 300/year team total

Advertiser Growth account managers carry an individual target of 5 initiatives per month (60/year). Team aggregate annual target is 300. Tracked individual targets exist for MJ Legaspi and Mini Nguyen (5/month each). Barbia Lim Xue Li has no individual target set in the tracker; Lindsay M's baseline is also unrecorded. When the brief cites "below cadence", anchor on 5/month per named AM, not generic throughput language.

2026-05-14 | PG initiative target — 5/month per contributor, 240/year team total

Publisher Growth's four tracked contributors — Poch Querijero, Aurellia Azzahra, Aldi Rynaldi, Sam Yap — each carry a 60/year (5/month) initiative target. Team aggregate is 240/year. Eddie Wong's row sits in the tracker but is incomplete (no recorded target or output). Use these as the denominator when assessing PG initiative performance.

2026-05-14 | PG new-publisher outreach books — owner → prospect count

The PG new-publisher pipeline is owned by name with these books: Mind 59 prospects (largest), Aurel 41, Sam 24, Andrea 17, Aziz 14, Naza 14, Poch 13, Aldi 8, Eddie 8. "Mind has 59 pitches" is the canonical anchor when discussing PG conversion friction — most stalled at pitch stage (GrabAds, Admitad, Liftoff Mobile, Unity, ChatGPT, DuckDuckGo, Yahoo, Mozilla among them).

2026-05-14 | PG-onboarded publishers (Jan–Apr 2026)

Eight publishers have been formally onboarded through PG outreach since January 2026: Mashrise, Napptix, Adsphire, Trade Doubler, Cloudy Wing Media, UC Browser, Marcus分享站, 8guava. Conversion rate is roughly 8 of 50+ active prospects (~15%). UC Browser is the single named recurring "convert" cited across cycles.

2026-05-14 | Subscriptions package tiers — USD 99 / 199 / 499 with USD 1,000 setup

Subscriptions sells three SKUs: USD 99 (starter), USD 199 (mid), USD 499 (premium). One-time setup fee is USD 1,000 (or MYR ~4,150 in local currency). Partnerize-onboarded advertisers occasionally have the setup fee waived. The 14 live accounts split roughly: USD 99 dominant (~7), USD 499 four, USD 199 three — a land-and-expand motion anchored at the USD 99 tier.

2026-05-14 | Subscriptions sales-rep ownership split

The Subscriptions pitch tracker (96 deals) is split: Tracy Phan 35%, Dwy Hasibuan 30%, Susanne Osorio 28%, others 7%. Susanne is also the named owner on Lifebalance and other anchor accounts (separate from her ~60% personal coverage on ops). Use these shares when attributing pipeline-level claims to individuals.

2026-05-14 | Subscriptions network economics — 80/20 network vs PG, conversions concentrate in the 20%

Subscription advertisers average ~43 promoting publishers/month generating clicks. ~80% of that click volume comes from the broader network, ~20% from PG-managed publishers. BUT — conversions concentrate disproportionately in the PG-managed minority. This is Ed Guno's May 8 structural finding and it defines Subscriptions economics: scaling click volume from the network adds traffic but not revenue; PG-managed reach is the binding constraint.

2026-05-14 | iAds primary team goal — legitimate sources to 30% of revenue

The iAds team's stated primary goal (Andrew Tay, Basecamp message) is to lift legitimate-source revenue to 30% of total, against a current baseline of 90%+ grey-area. Every iAds initiative — offer expansion, publisher recruitment, Cookie Stuffing compliance review — is framed against this 30% target. Use this as the durable iAds strategic anchor, not weekly ROI%/ROI$ tracking.

2026-05-14 | Dormant publisher portfolio — three cohorts

The dormant publisher portfolio (MYR 1.307M / 247,673 publishers) decomposes into three durable cohorts: (1) Freeze — 125,370 publishers holding MYR 1.306M (99.9% of total), already MYR 1.017M collected in dormancy fees and MYR 289,121 written off; (2) Inactive — 32,989 publishers carrying MYR 396.9k in expected future dormant earnings (no collection activity); (3) Freeze→Active transitioning — 1,340 publishers holding MYR 22,920. The MYR 396.9k "dormant fee opportunity" facts.md flags as unowned refers specifically to the inactive cohort.

2026-05-14 | Claude Team Plan rollout structure (P&C)

The org-wide AI subscription rollout under discussion between Amelia Wong (P&C) and Wals is structured as: Annual Premium seats for team leads and special-request cases, Standard Plan for the broader workforce. Target cutover 1 June 2026, at which point individual employee AI subscription claims will be discontinued. This replaces ad-hoc per-employee AI tool reimbursement.

2026-05-14 | Atome MY × Uniqlo SG — BNPL product gap blocks SG expansion

Atome does not carry Uniqlo SG as a BNPL product — the SG expansion ask from the advertiser is structurally blocked, not negotiation-stalled. Any "Atome × Uniqlo SG" lead requires either a product addition on Atome's side or alternative SG exposure mechanism. Don't surface this as a sales blocker; it's a counterparty product-availability gap.

2026-05-14 | Finance project pipeline — durable owners

Finance Project Pipeline owners (as of May 2026, durable): Jessie Tong — Group audit (due 22 Jun), Annual Tax (due 29 Jun), Remix e-invoicing, IATH 2022 VAT Refund MYR 195k (due 31 Jul), VM Corporate Card × Airwallex. SL (Siow Lu) — Project VRE, Tax Optimisation. Amirah + Jessie Tong — IAHK (KIV/stalled). Jessie's stack is the single-point-of-failure concentration flagged repeatedly; SL and Amirah are the only other named project owners in Finance.

2026-05-14 | CapCut publisher concentration (AG)

The CapCut offer (CPI+CPS combo under AG) is concentrated in two publishers: Hanh Nguyen 32.6% and datnguyen998 28.8% — together 61% of the offer's revenue. Any commentary on CapCut volatility must pair offer-side moves with these two publishers' activity; a single defection collapses the offer.

2026-05-14 | Subscription advertiser ID clustering — 8436 and 8403 dominant

In the integration request log, Advertiser IDs 8436 (Impact Tech Singapore) and 8403 are the dominant clusters, reflecting partner-consolidation patterns where one parent counterparty drives multiple advertiser entries. When citing "Impact Tech ~64% MRR concentration", note it surfaces as Adv 8436 in BQ/Sheets and rolls up four named accounts (Plaud, Appsumo, BINGE, Airwallex).

2026-05-14 | iAds zero-conversion period is NOT validation backlog — diagnosis revised (HISTORICAL — see CORRECTION below)

CORRECTION 2026-05-15: "iAds Social Project" has no connection to iAds publisher. See full correction entry below.

Investigation 2026-05-14 BQ deep-dive: the 14-day zero-conversion period across certain publishers (last validated conversion 2026-04-29) is not a validation-pipeline collapse. The BUP-1 framing as "validation backlog · realization rate 5.6%" was wrong. The actual story is two distinct operational issues across two publishers:

ISP publisher "iAds Social Project" (aff_id 1008463, Sam Yap-managed, Enterprise PG) — the dominant click source at ~3.5k/day from May 5 onward. Clicks fire on LIVE converting offers (Shein, Trip.com, Klook, Oppo ID) but produce ZERO conversions. Smoking gun: Shein-CPS — ISP sent 4,465 clicks; other publishers run Shein at ~3.15% conversion rate; expected ~140 conversions, actual 0. That's not variance. Almost certainly traffic-quality (bot / incentivised / misattributed audience) OR a tracking/postback misconfiguration specific to this publisher's links. Sam Yap should be asked to verify ISP's traffic source + check postback URLs.

iads vivo (aff_id 1065674, Raja Nazaruddin-managed) — was healthy at 70-370 clicks/day with 1-7 conversions through April. Late April collapse: April 29 dropped to 3 clicks; May 1-12 just 1-3 clicks/day. This is a publisher traffic source dying, not a tracking issue. Raja should check ivans vivo's upstream traffic source.

Validation pipeline is fine: in the same 14-day window, the other 88 Raja-managed publishers recorded 821k conversions on 87M clicks. Validation infrastructure is processing normally. iAds-specific zero is a real operational outcome, not a data lag.

When the brief next addresses the iAds "validation collapse" item, anchor the diagnosis on these two specific operational issues, not on validation-pipeline framing. The 92.7% deep-critical backlog metric Andrew Tay's sheet shows must mean something different from what BUP-1 inferred — likely an internal iAds-team metric about offer health or postback latency, not BQ aggregate latency.

2026-05-15 | ISP publisher zero-conversion diagnosis (HISTORICAL — see CORRECTION below)

Two named publisher failures — Sam Yap's ISP ("iAds Social Project", 3.5k clicks/day, zero conv on Shein/Trip/Klook/Oppo ID) and Raja Nazaruddin's iAds Vivo (traffic dead late April). Both are PG-managed publishers. Validation pipeline itself is healthy.

2026-05-15 | Dormant publisher portfolio

three cohorts — Freeze 125,370 publishers / MYR 1.306M, Inactive 32,989 / MYR 396.9k (the unowned opportunity), Freeze→Active transitioning 1,340 / MYR 22,920. Supersedes the MYR 397.5M entry.

2026-05-15 | Enterprise PG May pace

~MYR 140k/day actual vs ~MYR 105k/day required to close MYR 3.74M target — May P&L closure not the issue; June+ initiative pipeline is.

2026-05-15 | CMV Affiliate gross-vs-net reconciles

BQ gross ~MYR 39k/month minus ~MYR 30k staff costs (Daphne, Linh, Denise, Rizky, Salwa) ≈ MYR 5–9k net, matches P&L MYR 5,481.

2026-05-15 | CORRECTION — "iAds Social Project" is NOT related to iAds publisher

Previous entries (2026-05-14 and 2026-05-15) incorrectly conflated "iAds Social Project" (aff_id 1008463) with iAds the publisher. This is wrong:

"iAds Social Project" is a Publisher Growth publisher managed by Sam Yap (Enterprise PG). The "iAds" in its name is misleading — it has zero operational connection to iAds as a publisher.
iAds is a publisher on Involve Asia's platform managed by Andrew Tay — they send traffic to platform offers just like any other publisher.
Sam's ISP and iAds publisher are unrelated entities. They both send traffic to the same platform offers (Shein, Trip, Klook, Oppo ID) but that's coincidental — any publisher can target those offers.
Validation pipeline is Group Services (Wing Loon), not iAds.

Corrected diagnosis: Sam Yap manages an ISP publisher that is firing 3.5k clicks/day with zero conversions on Shein, Trip, Klook, Oppo ID. This is a PG ops issue — publisher traffic quality or postback misconfiguration. Nothing to do with Andrew Tay or iAds.

2026-05-16 | iAds May 2026

first loss month of the year at –MYR 104K, ending four-month MYR 607K profit streak; MYR 2.2M overdue conversions >30 days (53.9% of queue); pending inventory down 71% since February (MYR 7.2M → MYR 2.1M).

2026-05-16 | Subscriptions Affiliate Programme structural failure

91 agreements signed across security/education/tech verticals, zero live, no named integration owner — upstream of the 80/20 conversion concentration problem.

2026-05-16 | TikTok Shop validation crisis

faulty script duplicated earnings across 1.4M conversions on all TTS offers; daily validation halted, no patch ETA — concurrent with TTS Cross Border Seller KL visit naming IA #1 partner.

2026-05-16 | Cashiu transaction freeze (May 13–14) (HISTORICAL — see CORRECTION below)

zero revenue/orders with engagement intact (50–59 installs, 163–176 DAU) — points to payment gateway or offer-configuration failure, not an app outage.

2026-05-18 | Subs April MYR 4.3M revenue spike explained

bulk CFI/AnalyticsLiv backpayment on Offer 5091 — not organic; May MYR 146,889 is the real run-rate baseline.

2026-05-18 | Subscriptions invoicing gap

USD 3,887 packaged vs USD 1,265 invoiced in May (65% gap) — newly surfaced, no named owner.

2026-05-19 | ~MYR 4.86M of unreconciled revenue recognition sits across two systems

MYR 2.6M unattributed conversions (stale since April 14) + MYR 2.26M iAds overdue >30 days.

2026-05-19 | CORRECTION — Cashiu "zero orders since May 13" is stale

The May 19 briefing claimed Cashiu had "zero orders since May 13 (Day 5)" — this is incorrect as of live BQ data:

purchase_item events have been happening daily: 45 (May 13), 56 (May 14), 87 (May 15), 67 (May 16), 55 (May 17), 35 (May 18)
validation_stats conversions (with payouts): 39/10 validated/RM 59 (May 15), 142/17/RM 177 (May 16), 54/2/RM 84 (May 17), 75/0/RM 83 (May 18)
DAU for May 17 was 268 (session_start events), not ~170 as reported
Signups on May 17 = 0 (May 16 had 2 — the "2 signups" figure was from a prior day)

The May 13-14 gap was real (no validated conversions those two dates) but the freeze resolved by May 15. Every day since May 15 has had purchase_item events, conversions, and cashback payouts. The "Day 5" (May 18) framing was stale — data shows 35 purchase_item events and 75 conversions on May 18 alone.

2026-05-19 | iAds BQ data gap confirmed ~3 weeks ongoing

iAds publisher names (iAds Solutions, iAds Prop, iAds Stars, iAds Gala, iAds Terra, iAds Hill) have been completely absent from both conversion_agg_2 and conversion_agg_offfer_promotion_country since ~May 1. The last row found in any table: Apr 29 at RM 119 (negligible vs typical RM 22-37K daily). Only zero-revenue "iAds"-prefixed names remain (iAds Social Project, iads Mi, iads vivo — all RM 0). The briefing should surface the pipeline gap as a 🔴 Needs Jim item, not silently omit iAds.

2026-05-19 | Tech WIP Update — TikTok crisis is the biggest ops event

From Lan Zhi Xiong's Friday Tech WIP (May 15), surfaced directly by Jim in Telegram. The briefing never surfaced this properly because Management Updates project (39206207) routes to Leadership, not Engineering:

TikTok Data Integration Crisis (CRITICAL):

TikTok = 20% of total revenue via 18 publishers
Major data accuracy issues: duplicate transactions, zero amounts, partial trust infections
Required company-wide cleanup effort lasting ~1 month
Root causes: no staging environment, insufficient monitoring, API unreliability forced switch to dashboard scraping
Fixes planned: staging env (1-2 week testing), code-level guardrails, engineering ownership of dashboard automation

Shopper platform:

Still generating ~4-figure revenue with active users despite planned exit
Decision: move to subdomain with single landing page for cashback, not kill immediately
Target: end of Thu/Fri, internal testing next week

Weekly deployment cadence already broken:

Missing this week due to B3 tag 4 migration complexity
UI components break when clicked despite looking correct
Advertiser dashboard: 1 onboarded user, low confidence in active usage

Security gaps ahead of audit:

Credential management issues (passwords not in bot manager)
Need service account strategy for BigQuery and other tools
API access controls need review (self-approval currently possible)

Next Steps flagged:

Jimmy: review security access, establish service account policies
Jimmy: get product team update from Osama (30 min weekly check-ins needed)

The Tech WIP posts are in Management Updates project (39206207) under [Tech] tags but route to Leadership synthesis — they need to feed Engineering synthesis instead.

2026-05-21 | AG single-publisher concentration structures

Alibaba CPS 75–95% on adease; Huawei MY CPS 99.9% on Atome MY — neither has a named diversification owner.

2026-05-22 | Subscriptions May invoicing gap

USD 3,887 packaged vs USD 1,265 invoiced (65% under-invoiced); GOM Mix and Ninja Wifi below 40% fee coverage; Trade Wizard (Offer 5021) on payment pause for two months.

2026-05-31 | Subscriptions invoicing gap

65% under‑invoiced in May, no named owner.

2026-06-02 | Shopee TW budget pause duration

day 13, affecting 52 publishers, ~MYR 751 K/month.

2026-06-09 | CORRECTION — Cashiu data mapping fix

Problem: Ember briefing reported "0 orders, 0 installs, 194 DAU" for Cashiu. The actual BQ data showed 50 orders, 34 installs, 200 DAU on Jun 8.

Root cause: Two bugs:

cashiu_daily.sql used COUNT(DISTINCT user_id) on ga_aggregated_event but GA4 uses user_pseudo_id for DAU
brief_json.py looked for column names myr_revenue, order_count, install_count but SQL returned cashiu_rev, orders, installs

Fix:

Updated SQL to use event_name = 'purchase_item' for orders and user_pseudo_id for DAU
Fixed column name mapping in extract_cashiu()

Impact: Cashiu is NOT dead — it generates RM 1.3K-10K daily revenue with 35-130 orders and 200-281 DAU.

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