Post by
kidl2 on Jun 06, 2024 10:04pm
My take on Q3
Top line and pipeline look good. Bottom line does NOT.
I hope XTRA isn’t adopting the EVLV approach. If they are, we will be diluted into oblivion while management enjoys totally out of line compenbsation..
Comment by
vg1018 on Jun 06, 2024 11:53pm
One metric they haven't published is subscription revenue vs. upfront payment revenue. I suspect a lot of revenue is coming through subscriptions which is causing the bottom line to be negative. That's what also happening to Evolve probably.