RE:RE:RE:I agreeI didn't think they were bad at all. 2017 was actually their first real year of sales because the last 2 years had been more devoted to product development. I'd argue it's quite impressive what the company has managed to do since being founded in 2015. Majority of starts up don't get off the ground that quick.
Let's not forget that all the FY2017 revenue was the bluetooth beacon business, which is not where the company is placing it's focus right now. My whole thesis right now rests on the LTE-M beacons which is what will drive massive revenue growth starting from mid to end of 2018. When the carriers will be ready to start selling the product, I'd expect to see exponential growth rates for 2-3 years at least. The Clarus report breaks that down pretty well.