Ann: Investor Presentation, page-2

Looks very promising. The business looks to have reached a key tipping point in terms of scale and now revenue growth is kicking in (guiding for >50% in 2020). It will be interesting to see what the SP does from here... it looks a bit expensive on a price/rev basis (about 10x on a trailing basis) but given they have displayed the capacity to be profitable at this early stage, the enormous TAM and their market leading position, you could certainly mount a case for a much higher SP.