I think if we have 2 - 3 large deals with some substantial initial users, then it will get rerated quite quickly.
For management to guide towards cash flow positive - means they were confident of whats coming.
I don't think they will hit it, this quarter but should be firing by March.
Then if all they do is add 5 telcos a quarter and lift existing telco users by 10% quarter on quarter - this thing becomes a behemoth.
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