He hinted the company would lower margins to preserve advertiser goodwill. "It is in our DNA to focus on customer satisfaction, and we intend to continue to share the fruits of our technology innovation with our customers."
During the Q&A period, BMO Capital Markets analyst Dan Salmon asked a question on the impact of Facebook's direct-to-advertiser retargeting solution, rolled out in October. Could it hurt Rocket Fuel's prospects on FBX?
Rocket Fuel CEO George John suggested the company would compete effectively in the same way it did before – by pitting its algorithms against others' and delivering performance. "I don't see an impact to our business through Facebook based on the native offering of FBX retargeting."
Fielding another question on M&A, John said, "There are some [companies] on the smaller side where we're a few meetings in right now. Generally, the types of companies are those that have relationships with advertisers that provide technologies that are really complementary," especially on data and measuring campaign effectiveness.
Mobile, social and video together represented less than a third of Rocket Fuel's revenues.