RE:Next Earnings - 2024/03/21The fun begins!
I am expecting that some fairly material insights into FY2024 and especially regarding the revenue and operating margin growth.
I am also hopeful that they will be able to provide further commentary on the business development efforts outside of the organic product launches.
Currencies will continue to be a wild card and the devaluation in Argentina was pretty extreme in 2023. My hope is that Argentina will get its act together.
It would be nice to see them stitch together a decent Q4 2023 and give some confidence around the growth in 2024. Investors (the ones who are still left here) want to see growth in the platform and thats what they need to deliver on.
There has been some discussion regarding an expansion out of South America but I don't think they are firing on all cylinders there yet. Perhaps a few deals in Canada that are attractive, but at this time I would be wary of them expanding too far afield.
Just my hopeful musings!
LR