BVR at StocktwitsI'm no longer posting there but like to browse. Looks like Brows is looking for max 700m for annual revenue when reported in March 2022. This will be a huge drop by last year rev which was like about $900 m (23% drop?).
Chen fked up big by not collecting licensing revenue. As i said earlier, this will make our rev look really bad. Why are we not growing crazy in Cyber market is the real question? Other competetion is growing at 50-100% even at much higher revenue. CRWD groiwng at 50% with like 1.3Bil revenue....this is why they got high multiple.
https://stocktwits.com/bvr/message/436256292 My problem with BVR is that he expects 20% reve growth from 700M. Which is basically just 840M for this coming year. Which is not good. We have like 52 products in cyber and also the IOT. Why are we not growing at like 50% or more?
Chen got paid his $17 trigger shares even though the sock didn't maintain the price level. So basically he got all his shares without getting us the $17 stock price.