I will be watching these ones carefully over the next few...

I will be watching these ones carefully over the next few quarters.

Let's see how the uptake in customers goes from the telco's and how that equates to the expected ARR.

They are lucky that the actual ARR is not in line with forecast. I am not sure the business would have survived.

Anyway, I am thinking early next year may be a reasonable time to enter if the figures look anythng like those provided in this presentation.

Milesy