Some comments:
- Negotiated long term deal with cloud vendor - expect reduction in COGS as they continue to scale
- New tiering/products launching in Q2, with more features rolling out in Q3 - expect ARPPC/ARPU to increase throughout the year
- These new products open up new channels/verticals for customer acquisition - which will further drive user growth
My overall summary of their current state:
- SaaS business with over AUD 100mm in ARR, growing >50% YoY
- Strong organic growth, such that they decided to spend less on customer acquisition - meaning more fuel for this year
- Self-sustaining, they are already cashflow positive if you exclude the discretionary spend on growth
- Quality execution and improving metrics and unit economics on pretty much all fronts
- Lots of upside in pricing and the new products, I think once the vision of an all-encompassing app finally comes to fruition - there will be an 'aha' moment
- Forums
- ASX - By Stock
- 360
- Ann: Investor Conference Call Details
Ann: Investor Conference Call Details, page-4
-
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add 360 (ASX) to my watchlist
|
|||||
Last
$16.37 |
Change
0.120(0.74%) |
Mkt cap ! $3.640B |
Open | High | Low | Value | Volume |
$16.40 | $16.63 | $16.06 | $8.830M | 539.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 2102 | $16.37 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$16.40 | 3217 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 2102 | 16.370 |
1 | 2034 | 16.360 |
1 | 2506 | 16.340 |
1 | 1407 | 16.330 |
1 | 2664 | 16.310 |
Price($) | Vol. | No. |
---|---|---|
16.400 | 3217 | 2 |
16.480 | 1000 | 1 |
16.500 | 300 | 1 |
16.520 | 5857 | 1 |
16.550 | 500 | 1 |
Last trade - 16.10pm 24/07/2024 (20 minute delay) ? |
Featured News
360 (ASX) Chart |
The Watchlist
LGP
LITTLE GREEN PHARMA LTD
Paul Long, CEO
Paul Long
CEO
Previous Video
Next Video
SPONSORED BY The Market Online