Also speaks of past sales that IPD reported the sale of but did not deploy the units to get monthly revenue from date of sale. "But there are a number of units outthere that and not being deployed or not been -- or have since stopped being used" oh I can't think of a time where there might have been a rather large sales print out of sync with the rest of the sales distribution. Hang on what about the 34 sold in 23Q4, were a number of those sold but not deployed yet. #Accounting scandal @AI101 shenanigans. The trend was going down, a wild guess at 20 SOZO not deployed. hopefully only happened the once.
Must have come with a warning label DO NOT USE UNTIL 2025FY.
I still think that the shitty sales over the last 2 years ( 2022-2023 135 USA units ) might prove to be a boon where those 135 sales are locked into pre NCCN contracts pricing for the next few years. All future sales will now be paying higher post NCCN prices. estimate 10000-135 =9865 or 10000 -450 = 9550 units eligible for post NCCN pricing.
We already discussed the Churn a while back. My conclusion was still a net gain of SOZO bringing in revenue and if those 20 are now to be deployed the churn will be trending down.
There is a better way. Acclivity
IPD Price at posting:
5.8¢ Sentiment: Buy Disclosure: Held
