on the tech day, the new ceo explained that without the revenue from number one customer, actually the Apx revenue increased every 10% in past years. I think that was Facebook ad revenue really hitted by US privacy police changed gifted by Biden.
now the picture is more clear with new team with new refreshed growth strategy, the ad revenue is only the bonus for Apx revenue in the future !
also new ceo said that the number one customer is consolidating the number one competitor' revenue to us!
the flying sp only explains the market getting more clear about Apx revenue structure.
too much misunderstanding before !
hope the new team will get in touch with market more frequently!
Ann: Strategy refresh and capital raising presentation, page-106
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