RE:Matterport revenue I was first thinking that they must be way under at only US$42.5M/yr, but Urbanimmersive purchased Immersolutions last year (exclusive resaler of Matterport in Canada) and made about US$1.0M of sales from it in the TTM (also selling a lot of Ricoh in that US$1.0M).
Lets assume that Immersolution purchased for about US$500k of Matteport gear and that Canada is only 1/20 of Matterport business that would be US$10M of hardware sale and US$30M of software.
UI at around US$2.5M of software sale is 1/12 smaller but valued at 1/100 of Matterport...
For sure UI deserve a size discount but a 85% discount?
UI is clearly the #1 target for a public Matterport and at the current valuation gap a huge value creator!