Given guidance was set in July 2023 I feel there was always a comfort level built into that guidance. It does not include AI/Moments, and I feel DUB would have been hoping to be exceeding guidance by now with some new revenue Moments streams, so this is a little disappointing to me. That said, we are early into the launch, but if we don't exceed revenues by July 2024 I think you have to doubt the likely contribution of AI/Moments, and therefore the DUB story.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-7
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