I think expectations are too high for the March qtr released this month.
None of the agreements are in play yet. They don’t launch until approx mid-way through the June qtr. I’m expecting inline with December quarterly plus a little bit more.
Remember the December qtr was naturally inflated due to Xmas spend.
Our focus at the moment is on customer growth first and making sure it’s heading in the right direction, than comes ARPU (Average revenue per user).
Cro is working on a strategy of revenue diversification at the moment, by targeting market growth depth of supply chain embedment, with a key focus on strategically lighting up nodes in supply chains.
BPSP with Visa/MasterCard/Fiserv will ultimately be about us being able to make more money however, too early to reap those rewards.
I would assume there is a 3-6 month lag between lead generation, customer acquisition, software adoption/rollout, onboarding customers/suppliers and than cro revenue generation/reporting.
The numbers you have guesstimated is something I expect to see in the latter part of this calendar year.
My opinion only
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