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Ann: ARR reaches $22.9m, up 232% YoY, page-14

  1. jlo2012
    2,890 Posts.
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    15/01/19
    11:01
    Post #: 37116691
    I have some concern re heavy cash burn but if it generates rapid growth in sustainable revenue I've got no problem with it.

    It is moreso the lag between reported ARR and actual cash receipts that I want to see. I want to be confident that the lag is not excessive - indicator of whether there is high customer churn.

    Look forward to the 4C.
    LVT Price at posting: 38.0¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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