Ann: Investor Presentation - Quarterly Results, page-2

finally managed to go through the investor presentation ... some of my thoughts;

-cherry picking Financial metrics...again. FY22Q4 total revenue is actually down vs same last year
-$7m deal is an on prem install (so customer house the hardware) - how much of the $3.6m is hardware and how much services ? 50:50 ? These are one off revenues and i doubt they'd be making much off the hardware sales. Also assuming 3.6m includes support, with $3.3m being recieved in FY 23 - this would be install and setup. so the remainder ($300k) is support for FY 24. is that ongoing ???
-the additional customer for the Qtr + annual renewals of large customers is great news... but how much is it actually worth ? Whens the money coming in? if its already in... well it wasnt much
-continued MS expansion - all well and good but when will we see some conversions ? This includes the thales, raytheon partnerships. We've seen these big names being touted about for years. will something happen this FY? ??
-Growth strategy seems flawed; How can you innovate a software product if you also cut monthly opex by half ? Not saying it cant be done but IMO sales + marketing would be more important to keep at this expansion stage... so what gets cut ? Development ?