Revenue reality — branded vs unbranded¶
Internal use only. This doc explains why public-site messaging deliberately omits certain revenue facts. Wiki is CF-Access-gated to @huskydata.io emails, but still treat as confidential — do not copy into public artifacts.
The two revenue models¶
Model A — Branded (public-facing)¶
- Product: Husky-branded segments under the "Husky Data" name, catalogued in
public/data/segments.json - Scope: 300 APAC segments across 13 markets (SG, HK, JP, KR, TW, AU, NZ, TH, VN, MY, PH, ID, IN)
- Channel today: Eyeota marketplace (as "Husky Data" branded segments — Partner-branded)
- Channel planned: AWS Data Exchange, Snowflake Marketplace
- Feb 2026 revenue: $0 net (Partner-branded sheet empty in earnings report)
Model B — Unbranded (operational, not public)¶
- Product: Signal contribution to Eyeota's global catalog via "UB_GLOBAL NEXT BUZZ MEDIA (VIA MOBILE AND HEM)" supplier organization
- Scope: ~1,821 unique segments generating revenue in Feb 2026; full catalog larger
- What Eyeota does: Rebrands the signal contribution into Eyeota-branded segments (e.g., "Eyeota - Demo - Age - Declared 45-49", "Eyeota - US - Demo - Net Worth - HNWI", "Business / B2B - Company Size - Medium-Small")
- Feb 2026 revenue: $69,684 net (Eyeota-branded sheet)
- Geographic mix of revenue:
- US: $39,091 (56.1%)
- JP: $6,316 (9.1%)
- SG: $4,881 (7.0%)
- AU: $4,446 (6.4%)
- DE: $3,850 (5.5%) — Germany
- UK: $3,222 (4.6%)
- CA: $2,798 (4.0%) — Canada
- IN: $993 (1.4%)
- HK: $716 (1.0%)
- ID: $388 (0.6%)
- Top revenue categories:
- Demographic — Age: $24,231 (34.8%)
- B2B / Firmographic: $9,920 (14.2%)
- Travel: $7,875 (11.3%)
- Auto: $4,465 (6.4%)
- Demographic — Income/Wealth: $3,072 (4.4%)
Why unbranded is invisible on the public site¶
- Brand boundary. The revenue is Eyeota's branded catalog sales — not Husky's brand. Husky is an unbranded supplier, not the seller of record.
- Contract. Exposing the unbranded relationship publicly may conflict with Eyeota supplier terms (needs legal review before public disclosure).
- Confusion risk. If procurement sees "Husky generates $70k/month from Eyeota-branded US demo segments," they'll ask where Husky's own product ends and Eyeota's begins. Bad for either brand.
- Strategic signal mismatch. Our go-to-market is "Husky-branded APAC segments" — exposing the unbranded side undermines that positioning.
What this means for internal planning¶
Don't mistake unbranded revenue for branded traction¶
- $0 branded revenue in Feb 2026 is the number to watch when evaluating the branded launch
- Unbranded revenue is baseline infrastructure revenue — doesn't indicate whether the branded catalog is finding buyers
Don't over-index on APAC revenue as proof of APAC demand¶
- Of the $70k unbranded revenue, only ~25% comes from APAC buyers (JP+SG+AU+IN+HK+ID). 70%+ comes from US/DE/UK/CA demographic + B2B buyers.
- This does NOT mean Husky's branded APAC catalog won't find APAC buyers — those buyers use different procurement channels (direct sales, agency desks, not Eyeota discovery).
- It does mean the current "where our customers are" data does not generalize to the branded ICP.
AWS DX + Snowflake strategic question¶
User has indicated intent to "sell all segments" on new channels. This raises critical questions: - If Husky rebrands the ~1,800 Eyeota-branded segments as Husky-branded on AWS/Snowflake, is that a contract breach with Eyeota? - If Husky lists only 300 APAC branded segments on AWS/Snowflake, does that command enough pipeline to justify the listing effort? - If there's a middle ground (Husky lists broader catalog under Husky brand while continuing unbranded contribution to Eyeota), the commercial + contractual boundary needs explicit agreement.
Not resolved here. Captured as CEO decision question Q2–Q3 in Positioning & ICP Review.
What to do with the 1,800-segment intelligence¶
Internal use: - Pricing research — what do Eyeota-branded demos/B2B charge per CPM? Benchmark for Husky-branded pricing - Gap analysis — which high-revenue Eyeota-branded categories should Husky replicate under its own brand? - Custom segment opportunity — what's in the Custom sheet (131 rows) that's not yet productized?
Not internal use: - Any public-site claim about "1,800+ segments" - Any customer pitch deck that conflates the two catalogs - Any IAB DTL correspondence (the 300 figure there is correct)
Audit trail¶
- Report file:
~/Downloads/counts/February 2026 - Eyeota Supplier Earnings Report - Global Next Buzz Media.xlsx - Summary of figures above verified by pandas analysis 2026-04-20
- Historical monthly trend: not analyzed yet; earlier supplier reports exist at
~/Downloads/counts/(November 2025,January 2026)