RE:RE:serious talkThank you, Teeswater, for your kind comment.
After a couple of starts and stops, it seems the company is likely to finally get some traction. They certainly are positive enough, have signed a great many contracts and have given robust guidance.
For the end of May reporting, all will be watching revenue and A/R collections. For Q2, revenue increased 108% over Q1, but that was on a low base and includes a non-SaaS category. Also, they did collect the equivalent of 109% of Q1's revenue, which is something, but more needs to happen. Some will be watching for Q2 gross margin %. That has been increasing of late, but I still think it's a bit too early to draw any meaningful conclusions on that front.
If even a small portion of their contracts results in meaningful onboarding, the company will do well. Time will tell and there will definitely be two camps here until we see more results.