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clock Created with Sketch. 02/07/21
17:16
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Originally posted by shivrak:
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The MAU number is no doubt crucial here - people are right to be skeptical of the growth potential when this key metric drops. The question is how much of that drop was seasonality. We can assume from the booked contract revenue in yesterday's presentation that Q4 will be a record month for receipts, so this does look like a temporary blip to me. *Just to clarify, MAU's are tracked across both platforms as a combined total after the acquisition.
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Well we got out answer ... MAU just 4.3m so only clawed back 100,000 of the 600,000 lost last quarter. So the "seasonality" explanation didn't stack up.
(20min delay)