Post by
summitking on Nov 22, 2021 11:25am
Q3
Q3 is out after close today. Any guesses on revenue? Connections? News?
I can't see the revenue coming in less than $50k - 65 connections at YE and a full 3 quarters of 'adoption' etc. This number is rather meaningless compared to next quarter, however, it shows that mgmt's timeline of a quarter to sign on then 6 months of discounts is actually real.
Connections is anyone's guess but have to figure at least 1,000 to hit their YE goal (next month) of 2,000.
Really hoping for some clarity on how they are/have hit their YE revenue projections. Perhaps it won't be confirmed in the press release but can be verified in the conference call. To me, this is the impediment holding the stock back. If they can confirm with certainty they will hit their YE numbers then the stock should rerate higher based on next year's projections. If they miss then next year's projections are meaningless and then who knows.