I only care about the US side of business for growth in revenue & customers (although I still care about total customers too)
The US results in Q1 (Oct 2023) are what kick-started this rally from the 25.5c lows so I would like to see the next quarter (Q4) increase by a similar 35-55% (as per Q1-Q3 just past) amount.
But you are asking me about 1Q25 results later in Oct and we already have 1Q24 results to compare to. This is where I think there will be trouble as the US customers increased revenue by 46% last time to $97.8M (USD)..... up from $63.9M in 1Q23. Everyone was shocked at the time and been impressed with the increased usage in the quarters that came after as well. Thus the share price going from 25.5c to now around $1.50.
So to answer your question, what will I be happy with on top of 1Q24's 97.8M..... you said not good, not bad, just decent....
I will say 30% on top of that is "decent".... so for the US revenues only.... up near $130M (USD).
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