Response to the SES Imagotag June 26 Press Release
On June 22, we published Part I of our report, and the Company provided their detailed response to Part I on June 26. We would like to share a few important observations regarding their response:
Since the publication of our first report, SES-imagotag has issued several press releases that initially appear to strongly deny our assertions. For example, the company “refutes in the strongest possible terms each of the allegations made against it in the report produced by Gotham City Research on Thursday, June 22, 2023”. However, the actual details in the press release contradict this strongly worded denial, as we discuss in this report.
SES Imagotag defends against allegations we never made and attempts to discredit us on that basis. For example, we see this in the revenue reconciliation and double-counting points below.
The company effectively acknowledges most of our core points or does not deny them.
"Response to the SES Imagotag June 26 Press Release" was a great read, and I liked how clear and grounded the writing felt. The ai photo editor angle was especially helpful for what I'm working on. This fits well with Edit photos online with AI prompts. Upload an image,. Looking forward to reading more like this.
Great breakdown. The mismatch between management narrative and the underlying sell-through data has been the core issue here for a while. For anyone digging into these short reports late at night like me, a quick break with a drive mad online session helps reset focus before re-reading the footnotes. Worth watching how the next quarterly numbers square with the claims in this rebuttal.
Great breakdown. The mismatch between management narrative and the underlying sell-through data has been the core issue here for a while. For anyone digging into these short reports late at night like me, a quick break with a drive mad online session helps reset focus before re-reading the footnotes. Worth watching how the next quarterly numbers square with the claims in this rebuttal.
Really interesting take on SES Imagotag’s response! I’ve seen similar tech integration in retail; it’s fascinating how quickly things are evolving. However, the sustainability aspect can’t be overlooked—it’s crucial for long-term success. What do you think? slope run game
It's interesting to see how companies respond to allegations, especially when their press releases seem to contradict themselves. The discussion on Scritchy Scratchy about such corporate responses can provide some insight into these situations.