I'll be back once the team ticks a few boxes!
I was pretty surprised with a net cash outflow and receipts well below $1m (~$4m USD ACV in late August). I'm also a bit stumped with PG&E's contract size as I was expecting at least $60k p.m. and it was well below that. I'm happy to pay for growth and re-ratings but it might be a bit tough given the landscape and the current pipeline. I don't think people consider how long it takes from PoC to full scale agreements. No mention of MBL and lack of progress on the other pre-existing opportunities from January - June 2020 surprised to the downside.
Headline ACV was OK but drilling into the numbers, from my perspective, was underwhelming.
Would be pleased for holders & new investors if the SP heads north but I'll be watching on the sidelines.
Ann: Enterprise Sales & ACV Update, page-73
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| Last trade - 15.35pm 23/05/2024 (20 minute delay) ? |
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