Thanks for your answers ChickenNuggets. The extra info helped.
My views on the link between ARR and revenue in the following half year:
- Based on my detailed analysis of a similar early-stage growth company (NEA), I have found that their Group Revenue in the half following their published ACV (Similar to ARR) is typically 52% - 55% of that figure. So, if that applied to DUB, revenue (excluding grants) would be around $5.7M for the current half year.
- DUB could be different if it takes longer to get payment under their contracts (e.g. due to slow payment terms by the big telecom companies). But I don't think it would be much different. Hence my revenue estimate of $5.5M for the current half in my last post.
To estimate revenue for the second half of calendar 2020, we need to estimate the growth rate. I have assumed around 36% in that six months, hence my second half revenue of $7.5M for total calendar year revenue of $13M. That could be conservative based on past growth rates.
P.S. If you appreciate my response to your questions, could you show that by giving an upvote?
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