BCC beam communications holdings limited

Wondering how the recurring revenue is comparing against your...

  1. 4,344 Posts.
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    Wondering how the recurring revenue is comparing against your forecast @Access2020?
    I think my initial calcs above had some incorrect assumptions in there.
    With current Aus/NZ subs, we must be getting about $350k in ARR from our market.
    This is based on the projection that 15k subs in our territories is worth $1.5m in Operating Profit to us.
    So must mean about half our ARR is coming from our tiny share 15% of North American revenue.
    We should have 5k subs by end of this quarter, but hard to see us getting to 15k subs by end of FY23 as forecast.
 
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