The announcement shows incremental organic growth of the equivalent of 1 new customer per month at $8,125 of annual subscription during the quarter. Of course they probably only added 1 new customer and upsold precisionhawk. 3DP will be a long slow climb like NEA without more aggressive US-based sales and marketing spend. That said, the 110K equivalent MRR announced is a good milestone, but we are now looking for T2D3: https://www.battery.com/powered/helping-entrepreneurs-triple-triple-double-double-double-to-a-billion-dollar-company/ - so look for 300K+ of MRR in 2020 then 1M MRR in 2021 and hopefully everyone is on the rocket ship for next phases (not unlike NEA).
Ann: Annual Contract Value Update, page-25
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