U make no sense. What difference does it matter if its revenue...

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Indytrader1988

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23/09/21

11:10

Post #: 56289844
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Originally posted by SteveSage: ↑

mate - its 14% of customers not revenues, but something has happened to LTV (perhaps its partly definition change, perhaps its a real drop), but mgmt tend to highlight the positives only hence my scepticism

clearly you like the product and believe that it adds value to the microsoft offering and the ARR tends to suggest it does, but clearly the last 12-18mths have been tough (partly covid related, but also perhaps they have just not been able to sell.....that has not necessarily been a problem for other tech companies)

At the end of the day, we can all have diff views on this, and over the long term, the market will eventually get it right and reflect it in the share price IMO......I think their Reach product seems to meet clients needs (at least based on what mgmt are saying and no of subscriptions) and that is the core basis for my investment. Ultimately each person will make their own judgement as to why they invest...I was just trying to caution people on comparing this to either a bluechip company or other techs that have sales/price/macro tailwinds which livetiles does not....hence manage your expectations and risks appropriately

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U make no sense. What difference does it matter if its revenue or customers increasing %14. Its still increasing which contradicts your comments on it declining and reach having to support it.

So again il ask why you would think reach needs to support the intranet when intranet is growing %14 customers per year?

LVT Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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