Only some are ad related most are training data related.
Thats where their focus is - ad revenue as with Facebooks recent report will fall from 21% growth to 6% growth by 2025 so focussing on training data makes more sense as thats where the growth in A.I is going to be.
The market is coming to terms with disclosure issues and trust of management due to constant pivots in business structures. There should have been a business update on product development cost that bled into NPAT some $30m. That was really the only surprise but a big one. Visibility on earnings deteriorated as well as no guidance, margins given.
But y-o-y the company has grown
Ann: Investor Presentation, page-113
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48.0¢ |
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