Something really worked in Q3. Was there some Salesforce launch? Anybody know or remember?
Have looked at this most recent qly report as I noticed today's news. That was quite an impressive quarterly, receipts going up 30% on DEC (when Brainshark was included for the full qtr) without any bigger lumpy multiyear deals. There were extra costs partly as they are integrating Brainshark. Already they had 55% organic revenue growth at the HY. I suspect the revenue guidance (of $109m) is very easily beatable, as they had $46m at the HY, and if you add 2x q3 receipts to that you get 114, and also the AUD has lost 6% or so recently.
With todays update on cashflow breakeven for FY23 - that might be $6.5m higher than consensus on marketscreener.
Had to buy that!
Ann: Q3 FY22 Appendix 4C and Commentary, page-10
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