I completely agree and have pondered this myself. Great point.
Although we don’t actually know their true ACV.
1 IO said he would disclose ACV in recent update Didn’t happen???
2. We are negotiating several large USA contracts when this is confirmed we will report ACV. We don’t expect it to be less than 20mill??? Ah ok???
3. We haven’t had a recent update on their churn!! Why??
IO hasn’t provided standard SAAS metrics re the health of the business. Why??? CAC, CLV, Customer retention ect. Why??
David
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