Post the announced 2 large scale customer deployments we estimate that the key metric of ARR (Annualised Recurring Revenue) is currently at c$2m, and growing. While, in the early stage of ramp up, it is clearly difficult to forecast the timing of further large scale deployments, we believe more announcements are due in the next few months, some of them potentially significant. We retain our Buy PT450p
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Actual Experience Capital Markets Day
- Published:
19 Sep 2018 -
Author:
Harvey Robinson -
Pages:
9
Post the announced 2 large scale customer deployments we estimate that the key metric of ARR (Annualised Recurring Revenue) is currently at c$2m, and growing. While, in the early stage of ramp up, it is clearly difficult to forecast the timing of further large scale deployments, we believe more announcements are due in the next few months, some of them potentially significant. We retain our Buy PT450p