Totally agree with you. Got to have consistent metrics for measuring growth. I've also said that when Mgmt jump up and down and say "look over here - how great is this" ... it's because they don't want you to look over there. It's not very transparent when they do that as generally they have something to hide (sorry to say).
Absolutely should give a SaaS revenue number for the Qtr.
We could infer from the reports that:
Sep '17 SasS ... reported as $47,900
Total Receipts Sep '17 ... reported as (200,000 -139,000) = $61K
Implies Freight Receipts = 61,000 - 47,900 = 13,100
Dec'17 reported 95% growth in Freight Revenue ... = 1.95 x 13,100 = 25,545
Implies SaaS Revenue of (139,000 - 25,545) = 113,455
Now I question this (even though I just calculated this by inference).
Why wouldn't you talk up a (113,455 - 47,900) / (47,900) = 137% gain in SasS Revenue????
(Probably because there is more to it than meets the inference eye).
Anyone see a problem with the inference calculation?
YOJ Price at posting:
25.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)