illumin Holdings Inc T.ILLM

Acuity has not provided guidance for many years

[Sellthedream2]

And it would be even more difficult to do this year with illumin just launching. They are looking to drive new business and a lot of it, not just incremental spending from existing clients anymore like others in industry. Much harder to anticipate. Sales cycles for all these new clients along with ramp up of spend will all be different. They said they will work hard to beat analysts expectations and that's what they typically do. If you read between the lines you can see where things are heading in terms of the size of business' they're going after and their current interest. This is the most telling comment in the whole CC in case you didn't realize..
 

They can control it, they can actually see that the kind of insight that they're seeing from the flow they could never see before is priceless for them. So that is a cycle. But we also have another cycle of bigger companies that want like even better integration. So we're talking and working on API integration into the back end system, and much deeper integration that will take obviously, quite a few more months to do. But will be a lot stickier and become very big accounts.

You can't even make sh*t up like that. So, clients have obviously asked AT for the capability of full integration with their own existing interfaces. Only large clients want this or even have that capability. AT is able to do it. This will make it VERY sticky indeed.

[Wansfell]

As a relatively new to Acuity investor, I appreciate the back ground info from you guys that have been here awhile.   I kinda appreciate the no guidance approach... especially in this instance. Tell me though, what's the likelyhood of maintaining this kind of sequential growth numbers up going forward?