impatient
You guys are so impatient. Under Moss ad segment grew from practically zero to several million $ in revenue. One or two quarters delay and you guys want his head on a platter lol.
These things take time imo, they sell a mission critical service so purchasing managers take their time in assesing if they really want to ramp up usage of their platform. They might want to test scalability etc. The reason this business is attractive, but also can take a while to ramp up revenue.
I expect once they reach a certain point in revenue, it can really go exponentional as the risk of using their service has been taken out.
I used the lack of liquidity to add to my position here.
Fingers crossed this will not be a bomb.