RE:RE:RE:frustrated I mean I agree, but I would also caution against placing too much emphasis on a single quarterly, it's so short-sighted and a real problem on wallstreet (or whatever street this is).
what matters much more is the new strategic positioning and the picture/management view for 2022. Stocks are forward looking, and should be, and some basic math shows that we are highly likely to exceed $100 mil in sales next year, so on the cusp of really getting big.
and this is a business that gets better and easier with scale, and the brand awareness, product authority and competitive advantage is also strengthened. So it's an investment game.
And if we really care about FS (which is historical and already outdated by the time we get it), then at least place more emphasis on the annual where we can really see the consolidated picture.
So that's why Q3 isn't that important, we already know they are capable of closing bigger and bigger CONTRACTED deals, I.e. multi year fixed cash-flows. I mean this compounding is really really just getting started.
And successful compounding is a function of one variable only: time.
much luv $$