Monthly ACMR is a very good way for SaaS companies to communicate with their shareholders how rapidly they are growing. Now, annualised out with 0% growth this equals $7M, or ~10% of total revenue.
However, if we start assuming a 10% PER MONTH growth rate as per a few updates ago, we can start seeing rapid growth. A year out, using this old, probably now conservative number, we can assume that the next 12 months will see ~$1.9M in monthly DCB revenue ($22M annualised, or a 200%+ growth in this revenue stream alone!).
Yes, I am very bullish now that we have some numbers to play with
MBE Price at posting:
28.5¢ Sentiment: Buy Disclosure: Held
