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5.66%

5.6¢ pointerra limited

just like most subscription based services: Netflix, Spotify,...

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Hogana123

1,006 Posts.

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01/05/24

17:01

Post #: 73613680
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Originally posted by SteveSage: ↑

Pointerra may not control how much data their customers collect, but they certainly have control over their revenue model and how they get paid (i.e.the CEO should know his receivables and help chase customer billings if necessary rather than just issue more shares to his friends).

In terms of data collection......looking at the "Product & manufacturing" line (which we have been told is the AWS costs), over the last 13 quarters would show ~$300k per quarter in 2022FY, ~$440k in 2023FY and ~$480k in 2024FYTD so someone is using AWS.....maybe it's Olsen needing space to store his quarterly write-ups?!?

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just like most subscription based services: Netflix, Spotify, Xero etc, AWS has increased costs as well.

The exact same data usage is more expensive than this time last year.

That is the benefit of being truly sticky. Unfortunately Pointerra isn’t at the point it can pass on costs so instead it eats into precious margin.

3DP Price at posting: 4.0¢ Sentiment: Buy Disclosure: Held
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