agree there needs to be numbers achieved after the sales...

  1. 930 Posts.
    lightbulb Created with Sketch. 379
    agree there needs to be numbers achieved after the sales guidance in Q3 4C to back them up .. considering this guidance is a first for PB AND the Company ever.. to put this to market I'd say they have strong conviction about what is coming through for Q4 and rest of 2025... we wait and see..

    and I agree .. sales are the heady numbers that grab the attention of all.. for me yes they are important of course plus the real kicker ( for me ) is step changes in ARR from both new sales and renewals with price increases.. ARR change shows the health and viability of the Co/business model and is one of the top drivers for fundies/insto's etc to like and jump in.. that increase has accelerated every Qtr so far this FY and looking to see if that can continue again.. yes, total number will go up from last Qtr 13.7m .. question for me is by how much ..?? I'd like this to be at least another 1.3m plus to continue accelerated growth but we wait..

    another headline for business model is churn , last US was only 2 SOZO for QTR .. thats a 1.47% annual rate..

    its all shaping up.. only 7 weeks to go lol..

    staying tuned .. wink.png
 
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