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in the US large energy and AEC companies will be doing budget...

  1. drgonzoinspace
    43 Posts.
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    29/04/22
    09:49
    Post #: 61091341
    in the US large energy and AEC companies will be doing budget planning in the summer for approval in fall and spend starting Jan. 2023. I wouldn't expect to see a big pop in ACV until end of 2022 or really spring of 2023 based on budget cycles for US customers. Suspect they will be at 100M ACV and 50M of revenue by end of 2025.
    3DP Price at posting: 24.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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