Good analysis BD.
Subscriber numbers have accelerated in the last 8 days from a net daily increase over Aug, Sept and Oct of about 470 new subscribers per day, to a net increase of over 1,100 new subscribers per day in November so far. This acceleration might reflect the Anywhere product being made available to more users.
If the revenue margin of 8.7% continues into October it should translate to company revenue of usd$15.4m on UMS of $176.5m. Looking forward you could say November and December might be even greater, e.g. Oct to Nov 2022 saw an increase of 12%.
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