Ann: Enterprise Sales & ACV Update, page-7

it is just a matter of time. the growth trend is clear (it with break from linear via compounding of data use cases and increased sensor usage). but for now its just big US companies with wonky contracts ‘learning’ how to buy and use pointerra- the team is smart, they went with lowest friction adoption rather than pay me a bunch up front - so they could learn from the customers. strong US dollar is great for them. they will be pulling in more than $1M a month in cash with great ACV end of next year (and will likely be able to show good positive earnings and decent free cash flow).