3dp chart, page-525

@Spozzie Well imagine a 3 month revenue update based on ACV monthly increase of 39% !!!

Can someone weigh in here..I must be missing something bcoz the 12 month ACV number im coming up with is ludicrously high. Or is it ??
Happy to be corrected and assumptions shot down if can be validated

I we compound the August 2020 ACV of 3.98m at 39%/ month over 12 months , then 31 July 2021 ACV is $207m

Elephant in the room --> 'Can 3DP sustain increasing ACV at this rate' ? Any exponential theorists out there please weigh in.

Pointerra accounts for the astonishing increase with onboarding new customers plus increase spend of existing clients, all of which are small, not material individually, but collectively are as per the Atlassian model as referenced by Ian Olsen recently (Morgan Interviews).

How will on boarding several big US utilitys affect this,,,and new sectors such as US military, Gaming/Film etc,, and launch of Market Place with potentially limitless recurring income ?

Im going to have to retract my EV valuation at 43c as a woeful under estimation. Appologies all.