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Review partner concentration against risk tolerance
Portfolio · portfolio
INVESTIGATE

WHY THIS MATTERS

A significant share of affiliate revenue is concentrated among a small number of publishers.

WHAT'S HAPPENING

period: 2026-04 to 2026-06

WHAT SHOULD I DO?

Review partner concentration against the client's risk tolerance and growth strategy.

WHAT WE OBSERVED

Analysis period
2026-04 to 2026-06

WHAT WE CALCULATED

Top publishers counted
3
Revenue share (top publishers)
+50.7%
Total 12-month revenue
$3,579,611
Share Couponcloud
0.23
Share Cashcrew
0.18
Share Pointspal
0.10
Share Dealfinder
0.08
Share Savespot
0.07

EVIDENCE VIEWS

WHAT THIS MAY MEAN

top_n: 3; top_n_share: 0.5068; total_revenue: 3579611.24; share_CouponCloud: 0.2284; share_CashCrew: 0.1776; share_PointsPal: 0.1007; share_DealFinder: 0.0767; share_SaveSpot: 0.0743

Inference confidence: HIGH

EVIDENCE VISUALIZATION

Portfolio revenue concentration

Revenue share by top publishers (trailing 3 months).

Portfolio revenue concentration Revenue share by top publishers (trailing 3 months). CouponCloud: 22.8%, CashCrew: 17.8%, PointsPal: 10.1%, All other publishers: 49.3% 23% 18% 10% 49% CouponCloud (22.8%) CashCrew (17.8%) PointsPal (10.1%) All other publishers (49.3%)

⚠ Concentration is an exposure metric, not automatically a problem.

CONFIDENCE

Evidence strength
HIGH
Inference confidence
HIGH

CAVEATS

  • Concentration is an exposure, not automatically a problem
  • Review against client risk tolerance and growth strategy

DOES NOT CLAIM

  • Concentration is inherently harmful
  • Diversification is always preferable

TRUST STATUS

✓ Evidence checked · AI interpretation validated

More about trust verification

Evidence available · Policy validation active · Unsupported claims blocked

Reason Codes

REVENUE_CONCENTRATION · PORTFOLIO_EXPOSURE

Demo environment · decisions are not persisted

HAVE A QUESTION ABOUT THIS RECOMMENDATION?

Recommendations are decision support. They do not establish causality or incrementality unless supported by appropriate evidence.
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