Yeah I was happy with being sole esim provider. And also nice to see the legacy payments completing EOFY. Will no doubt add to the reasons why they see cashflow breakeven shortly.
Marc answered all my questions, 5 in total. I cant believe the access to and transparency of this CEO. I can only dream of this with some of the other companies I am invested in. The detail he went into about the pipeline, conversions, experiences they have had. It was quite impressive.
Upside is substantial when thinking about early 2023 as you note.
With what we know, I am going to put down some rough / crude calculations for the next quarterly. Happy for anyone to critique and improve on them. Marc keeps emphasizing how data sold is a key indicator of next quarter revenue. So I will just base my projection on what I know now, then see how it looks mid Jan.
Sept quarter rev $2,135,261 / data sold in June quarter 53.3 = 40,061 (gives my unit number to use as the multiplier)
40,061 x data sold in Sept quarter 73.4 = $2,940,490 projected Dec quarter revenue
Like I said, very crude math! But gives us a number to test out. That would be a 38% improvement on Sept quarter revenue.
Yeah I was happy with being sole esim provider. And also nice to...
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