Just looking at ARR growth from 1H22,2H22 and 1H23, ARR seems to be growing about $5m every 6 mths.
1H23 ARR stands at $30.4m.
If the above theory stands in H2, then could potentially exit FY23 with ARR of $35m-$36m.
I'm quite happy with the results in 1H23.
DSE added about 145,000 paid customers to cross the 1 million customers mark.
Also added 68 Direct partners. With investment in new staff and adverts cost base, I'd be impressed if they could add another say...100 direct partners to their ranks in H2.
Reporting introduced a new measure of 'Indirect partners'- added 900 indirect partners in H1- possibly thru Pax8 (Distributor).
Impressed with DSE's 1H23 revenue of $14m.
Should be exciting to see if they could repeat $14m in H2... could potentially achieve FY23 revenue of $28m (vs $20.7m in FY22).
Hopefully, the accelerating investments into Advertising, Staff and Operations will convert into more $ales in H2.
Just looking at ARR growth from 1H22,2H22 and 1H23, ARR seems to...
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