While 'contracted stores' is a nice metric, it really holds...

While 'contracted stores' is a nice metric, it really holds little value if the franchise doesn't pay (which it clearly isn't), or does not actually go live.

It's an exciting space, and certainly a few interesting investors back their position. Having said that, DTS has basically treaded water for 18 months, and for an early stage SaaS company, that it is not a good sign (or just poor management). Either way, DTS needs to outline its pathway to achieving 'revenue' growth and explain its failures over the last 18 months.

Trust be told, I became most intrigued by the company when they released in Sep 18 a roadmap for the next two-three years. Looking back at that report, DTS has essentially missed every goal.

I still believe in the tech, and would probably buy at a lower entry point. But until management delivers then it is probably me on the sidelines for the next little while