Just going off the annoucements. Ebev - Saas/payments will be...

Just going off the annoucements.

Ebev - Saas/payments will be zero. Funding - that is only possibility (form how I'm reading it). Notice in the following ann they say that they will try funding for three months, then possibly add in payment services later (its three months nowish) . And if they add payment services they will update market in due course.

WHOLA - BNPL funding = perhaps some payments (not SAAS). I presuming they are giving the software for free to encourage the payments and Funding (not sure though.

I think some of us have read these announcements (myself included) thinking revenue will come immediately. This is unfortunately still a staged rollout (and test from WHola + ebev) perspective.

I think this is why AF says we are concentrating on the current customers. If they can deliver in funding/BNPL, they may get a bigger pie with payments etc. But you know how it works with
customers SPX are at the mercy of them - a bit.

DYOR and all that