Presentations/Webinars/Podcasts/Media, page-565

This 2 year old post from @drgonzoinspace was almost prophetic in a way...


https://hotcopper.com.au/posts/38364364/

For those that aren't aware of T2D3:
"I believe there are seven key phases in SaaS companies’ go-to-market success. Most of the phases center around a mantra I call “triple, triple, double, double, double,” (T2D3 for short), referring to a company’s annualized revenue growth."
https://techcrunch.com/2015/02/01/the-saas-travel-adventure/

The above HotCopper post from @drgonzoinspace was in response to this announcement:


https://www.asx.com.au/asxpdf/20190501/pdf/444r9rr2rc8kdv.pdf

That was $1.32M in AU$ as at 30 April 2019. However, Pointerra reports ACV in US$ now.

Let's look at the recent ACV update (containing historical ACV in US$) at the end of April 2021:


https://www.asx.com.au/asxpdf/20210430/pdf/44w1pc548l47g9.pdf

The above historical ACV (in US$) information in a spreadsheet with simple calculations:



YoY ACV Multiply Factor (looking for the beginning of that T2D3, so Triple and Triple again):
Q2 FY19 to Q2 FY20: 2.79 (comes in quite close, just 0.21 below triple)
Q2 FY20 to Q2 FY21: 3.62 (significantly above it, with 0.62 above triple)
Given the above, Q2 FY19 to Q2 FY20 to Q2 FY21 closely fits the T2 beginning of the T2D3.

Now, what about for looking out for that "AU$1M MRR (monthly recurring revenue) in 2021" (as was mentioned in @drgonzoinspace's original post back in 2019)? Pointerra's most recently updated aggregate ACV in US$ has ACV at US$7.89M at the end of April, which when converted in AU$ (using today's US$1 = AU$1.33 conversion) is AU$10.48M. The aggregate Annual Contract Value of AU$10.48M, in monthly terms, is AU$0.873M. That's quite close to that AU$1M MRR (monthly recurring revenue) number @drgonzoinspace told us to look out for in 2021! It seems that the next quarterly ACV update will see @drgonzoinspace's call to watch out for AU$1M MRR in 2021 come to pass.

Nicely done!