Word of mouth, page-6

Ha - oh ye of little faith

i havent had anything bad to say because i hadnt read it before (im not a downramper, but as a long term holder and someone who has actually used experienced Kojensi and other related products in the field, i feel like i can read between the lines of the marketing spiel)

So SAP has chosen Kojensi to be bundled within its product offering to fill a gap in SAP's service. Great
so what.... How much revenue will this deliver for AR9. Thats the question

Kojensi is competing with many other products.
The current Aus government product of choice for protected file transfer is SigBox. https://macquariegovernment.com/cyber-security/secure-sigbox/
Its a stand alone product and costs about 60k per year licensing depending on the usage

So, now an agency will need to buy in SAP, and then opt to add the Kojensi module. Logic dictates this will be cheaper than the competition, so say 2/3 the costs. maybe 40k ARR vs the cost of sigbox.
Brings me back to the question "How much revenue will this deliver for AR9?" SAP will take a cut and AR9 will be left with less. so its not really a material amount unless they roll out on scale....but that NEEDS SAP to be acquired at scale...not going to happen