RE:2021 financial forecast
Thanks as always for the great posts. Although I do believe the figures you are estimating to be very conservative, but there is nothing wrong with that. In fact, it's much better to have more reasonable expectations to give yourself a better chance at being happily surprised than dissapointed.
I was walking around yesterday thinking of what would be the markets negative, neutral, and positive surprise numbers for Q1 revenue and I came up with 6-7M as viewed negatively, 8-9M as neutral and 10+M as positive. I believe they set the bar pretty high with Q4 and although the seasonality of their revenue would dictate Q1 to be the slowest quarter, they still need to post a big number to keep the market happy.