Ann: Dragontail's Significant Growth Continues - Q1 2021 Results, page-9

It was mentioned in an interview that they sign up the master franchisor and then its up to the franchisees to take the tech up. I think this is why the don't post the ARR. Its hard to quantify the value of this business but seems as though the install speed has dramatically increased. Personally I think they don't charge enough (analyst estimate ~US$67 per restaurant per month) for their service but this may help get their foot in the door globally first and lock out competitors.

Haven't bought any shares as yet, just doing my research first.