The following graph shows where DW8 is headed. DW8 is currently...

The following graph shows where DW8 is headed.



DW8 is currently at the "Advanced incumbents begin to adapt" stage. All the majors have been scrambling & made it a priority to adapt to digital following Covid.

DW8 is very close to the "Mainstream customers adopt" stage now. That is why DT mentioned in the interview that they are one major customer away from break even & it could happen overnight.

You can see from the above graph the "Tipping point" stage is not far away. Most likely within the next 6 months.

Here is another graph. DW8 has passed the "Detectable" & "Clear" stages. Heading for the "Inevitable" stage & the cross roads with the major incumbents towards the "New Normal" stage. Should get to "Inevitable" stage within 6 months & "New Normal" stage within 18 months.