I thought the investor presentation was put together well.
Clearly they're focusing on what they have determined to be the most profitable verticals. Grocery is a huge market worth around 5.7b for mobile engagement. They have a foot in the door with Ahold Delhaize through SuperIndo. Let's hope they expand their services with Superindo (it said messaging to come) and then hopefully analytics studio usage.
They need to expand the services offered to Mcd's customers which they believe will drive near-term revenue growth.
In my opinion the quarterly revenue growth of 18% won't be the yearly average. It's hard to extrapolate from the Apr-June quarter.
Ann: GENERAL: PLX: Plexure investigating ASX listing, page-8
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