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Mermelstein

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Mermelstein

Re: indievestments post# 67576

Wednesday, 01/15/2020 2:19:57 PM

Wednesday, January 15, 2020 2:19:57 PM

Post# of 116077
PERI - concern here is still with the concentration of business they have with Microsoft. MSFT accounts for virtually all of PERI's Search revenue, which is over half of total revenue.

That contract expires at the end of the year.

It probably gets extended, but who knows. Google dropped PERI several years ago which is why they had to go to MSFT.

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