I have re-watched the 'Paygroup AGM 2021 & FY22 Outlook Presentation' video (posted by pete11 #57897517).
In particular, the section of the video where Rob Dryden (IWS) said IWS contributed $1.2m of the $4.6m TCV in 1QFY22.
Using this information, I have forecast TCV FY22 at $20.9m:
- known values (red);
- derived values (yellow);
- pro-rata values (green);
- forecast values (blue); and
- ongoing growth of 8.7% per quarter.
I would assume that TCV FY22 of $20.9m converts to around new ARR FY22 of ~$7.0m (3 year contracts)?
Assuming minimal churn, the ARR FY22 is then ~$34.2m (27.2m+7.0m)?
Which is broadly consistent with the PYG 1HFY22 ARR forecast of (at least) $37.0m.
Only ~14 weeks until the end of FY22!
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- Ann: FY22 Half Year Results presentation
Ann: FY22 Half Year Results presentation, page-27
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