Ann: Investor Presentation, page-5

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DELTA1

76 Posts.

09/03/16

12:55

Post #: 17227017
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Originally posted by beachshack ↑

WTB??

Of course means what the book.

True believers of the planet 1Page - please enlighten me as follows:

1) I am sure you all follow this far closer than I do so do let me know what is a "booking"? Is this a new term of art peculiar to 1PG? Do other companies have "bookings"? Or is it a SaaS term?

2) The great good news is these bookings amounted to $AU4.2m which is excellent. Or not. Depends on what a booking is. But 30% of this growth is from the partner network and it is estimated to fall in the next 60 - 90 days. Does this mean then that 1PG will receive at least $4.2m in sales this financial year. Is this net of the payments to the partner network? Or is this a gross number?

3) What happened to all those land and expand contracts from Amazon et al. Were these also bookings? At what point do bookings become earnings? Is this then in addition to the bookings as above?

4) Has management committed to guidance for revenues for year end? If so what is the number?

Do tell. And until then, as ever - laters!!

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Beach i thought u were better than this
Your previous posts have declared you as an expert in HR Tech and Saas so you should know all this
Id refer you to Google to look for a definition of New Booking with respect to Saas as well as the point at which New Bookings convert to Revenue
Whole sector under pressure, wouldnt surprise me if it trades lower short term but the story is still well intact and getting excellent customer traction

1PG Price at posting: $2.07 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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Ann: Investor Presentation, page-5

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