I think this quarter onwards is where real growth (step up) happens.
There was enough in the quarterly plus presentation - CISCO will now layer on, then mobile at some point in the next six months. Hopefully Verizon really delivers - my understanding is their culture is very different to AT & T.
If we start hitting 60k + user per quarter then 100k etc - providing this feeds through to revenue and cash receipts, it will get firmly rerated.
Key is understanding at 1m users we have a crack at being a $1b USD company.
Be nice to see the framework on how we get there and could easily be by end of 2021.
DUB Price at posting:
$1.16 Sentiment: Buy Disclosure: Held
