Hi Kevg91, Agree that ACV was less than impressive considering...

Hi Kevg91,

Agree that ACV was less than impressive considering they also swept in an unknown amount for DPaaS which was previously considered to be closer to one-off type work rather than continuous.

But I am VERY encouraged by their product development progress...

-"Significat interest in auto-classificatiob of point cloud data from both airborne and mobile lidar users" (+mega data sets)
-New storage architecture that busts AWS's linear costing = huge cost savings on ultra big data sets. Game Changer??
- Ability to layer additional data sets such as photo libraries
- Continued improvement to processing and visualisation of 360 degree data sets.

These guys are taking the business in the right direction. Its not going to be a world class "hockey stick' and quarterly figures will be occassionally lumpy.

But I'm comfortable its on its way...

Cheers