Thanks for your answers ChickenNuggets. The extra info helped.My...

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?