LVT 0.00% 0.6¢ livetiles limited

Ann: Q2 ARR grows to $52.7 million, page-134

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  1. 232 Posts.
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    Yes. And for that same period, ARR was at 42.9m. Pcp was 18.6m. Not sure if it is standard to include acquisitions, I assume not as purchase price isn't baked into EBITDA margin. So taking out 8m Wizdom you've got:
    34.9/18.6=88% growth yoy (needed to be >102.5% to satisfy rule of 40)

    As revenue goes up and cashburn decreases ebitda margin will also decrease quite quickly
 
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