Well here is my quick take on the current status:
-- The 51% growth rate was amazing IMO. I believe the company had given guidance (correct me if I am wrong) of 30% - 50%... so 51% is a fantastic delivery IMO.
-- Everyone (some) are complaining about the Government $$ being counted, I don't understand this. Many companies globally (I'm thinking US companies mostly) benefit from or are recipients of government based revenue in some form. It might be a rebate (Tesla $7500) or it could be a contract research deal (Google AI, Amazon AI, etc, etc), or even some incentives.
-- Building these type of products and getting them installed + revenue flowing does take some time.
-- Dave is trying to build a long lasting legacy company. He's investing in the fundamentals by focusing on growing the product portfolio, building long lasting business partnerships all while trying to build a rock star team across a few time zones.
It's just my opinion but I feel like Buddy is on track and building the foundations of a great long term company.
Please note I am not operationally involved.
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Well here is my quick take on the current status: -- The 51%...
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