Well im sure they could definetly drive traffic to your site, but then its on you to hold the customers and get the conversion.
im wondering if they add content to your landing page as well, or if they stop at the ad design...
it would be interesting to see stats on actual conversions... not just the clicks they generate to the site, wich can be an easy claim with a flashy ad, but how many people actually convert.
I realize this thread is a bit old.. but I think a discussion would be interesting on yield companies. Not all publishers seem to understand that this is a growing way to make the most out of your inventory - particularly for larger sites where CPM inventory is an important slice of the revenue pie.