Fact base

**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: 1. `cashiu_daily.sql` used `COUNT(DISTINCT user_id)` on `ga_aggregated_event` but GA4 uses `user_pseudo_id` for DAU 2. `brief_json.py` looked for column names `myr_revenue`, `order_count`, `install_count` but SQL returned `cashiu_rev`, `orders`, `installs` **Fix:** 1. Updated SQL to use `event_name = 'purchase_item'` for orders and `user_pseudo_id` for DAU 2. 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.

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

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.

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

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.

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

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.

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.

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.

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

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

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

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

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.

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

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).

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.

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.

~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.

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.

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.

**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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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

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

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

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

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".

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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".

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.

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

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

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

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

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

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

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

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

Campaign Live confirmed 13 May 2026

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

0% confirmed on 05 May 2026

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

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

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

closed by Akmal (Data) on 04 May 2026

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

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

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

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

blank from February onward, spanning ten months of expected entries

confirmed zero — third consecutive blank week

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)

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

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

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.

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.

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.

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.

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.

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.

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

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

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

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

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

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

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

still unnamed at T-4 days, 12 todos unassigned

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

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

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

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

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

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

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

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

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

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

confirmed zero across every funnel stage — second consecutive blank week

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

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

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

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

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

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

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

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

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

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

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

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

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

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

50 consecutive days of Basecamp silence as of 01 May 2026

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

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

10.9% of network revenue as of 30 April BigQuery extract

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

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

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

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

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

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