RE:RE:RE:RE:One way or a another by ER Decemberi'm not counting on Ivy to save the day. Ivy is not going to make much dent to BB revenue, it's cybersec that should bring us dough. CRWD already bringing in 1.4 bil rev in 2 years. I think as Ai war heats up the winner will be S1, Crwd, and BB taking entire CS pie.
Ivy will be in 100mil cars by 2030 (best case). Lets say $1 per month per car so that's $100m per month from Ivy so that's only $1.2billion dollar per year rev from Ivy. Knowing how analyst treat BB growth they won't like that slow growth....i mean we grew from 0$ to now $755m in 5 years in softwware and analyst are saying that's negative growth and still on bankruspty. So think about that for a second.
I will explain my story one day starting from 2013.