my short notes
They really want to be front runners in the XR space.
Adoption of XR is still very early.
They are really investing in the next phase of growth, through new global offices, and relationships.
they are focusing on inorganic and organic growth in the US.
They are hoping to secure an acquisition before the end of June in the US.
A lot of the revenue at the moment is integration/setup fees. About 20% ends up being recurring revenue for a typical customer.
Anyone can correct me if they want to.
My comments.
The 20% recurring revenue figure isn't exciting but seems totally realistic. You don't get massive HoH revenue growth like that without a good chunk being one off.
It's going to be very interesting to see what news the company updates us on in the next 5 months. Webex? New Contracts? Acquisitions?
Inviting comments and analysis.
By the way, can we please stop slapping each other in the face. Everyone can have an opinion, yes. Respect that.
Less contention and more analysis people. thanks.
my short notesThey really want to be front runners in the XR...
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