Ann: Enterprise Sales & ACV Update, page-117

Since Jun 2019, quarterly ACV updates have averaged around 30% growth QoQ.
Even if Pointerra can maintain a conservative 15% ACV growth, the US$50m target set by Ian Olsen can be achieved by mid-2024.

Given the recent revenue share agreement with HERE Technologies with the highly anticipated 3Dsights.ai marketplace, AND the recent acquisition of Airovant (to provide an initial ACV boost, and technological synergies for future improvements to the platform), AND the recruitment of additional sales and technical capability, it's quite possible that the 30% average growth rate could be maintained.

I am quite confident of some positive ACV 'bumps' along the way with progression of defense discussions leading to financial POC trials and subsequent contracts. The following chart forecasts ACV based on quarterly growth rates of 15, 20, 25 and 30%.



DYOR & GLTAH