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Mike Walrath
Chairman and CEO of Yext (NYSE: YEXT); previously founded Right Media, sold to Yahoo, and co-founded Moat, sold to Oracle.
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Nov 6, 2025
AI Is Smashing the Marketing Funnel & It Might Crush CMO's in the Process | Mike Walrath | Yext
9:21

Mike LintonHOST
Right, they know the brand, you get them to the website, they're in the funnel, you can pull them down.
A Japan Deal Inked + Yext CEO Mike Walrath on AI Browser Wars & Agentic Assistants
38:00
38:09
38:27
38:39

Dan NathanHOST
What are some of the first things that you kind of set out to change and based on the landscape in which you saw at that moment too?

Mike WalrathGUEST
I'm always careful with this because it sounds like a lot of criticism when you look back and say, okay, here are the mistakes that we made as a company.

Mike WalrathGUEST
The second is, in this environment, there were several things that were driving you know, I think a market and as a public company, you know, you almost can't help but be swept along.

Mike WalrathGUEST
So the first thing was, and we, you know, from 2020, let's say the 20 or 2019 to 22, nobody cared about efficiency.
6 MINS LATER
How AI Is changing SaaS and search: Insights from Mike Walrath (Yext)
3:49
13:09

Alex TheumaHOST
How comes that came about, as you said, so unexpectedly, given that point in life, like why take on this opportunity?
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4:00Mike WalrathGUEST
So so Howard Lerman, Brian Distelberger really founded the business along with the third founder who wound up leaving the business pretty early.
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4:16Mike WalrathGUEST
By 2008, it was clear that the original business that they had started was it was a good business, but it wasn't going to scale and it wasn't.
9 MINS LATER

Alex TheumaHOST
And then perhaps the second part to that is like maybe with Yext as, let's say, a software SaaS native company and how it's thinking about AI, what you're doing around that would be good to understand.