I liked it for a couple of reasons;
- $31.7M in cash and equivalents = No more capital raising, seems CAT are self funded now
- Revenue was up 19% with a steady gross margin of 76% - so their products make money
- Revenue up in $$$ terms by $16M (16% yoy) while staff costs only up $7.3M (24% yoy) - so the return on staff employed to win work, analyse data etc etc. is positive.
- Double digit revenue growth in ARR implies growth of at least $5.3M + elite wearables + elite video + prosumer = FY19 guidance of approx. $82M - $89M, this is with 20% growth in elite video and NO OTHER GROWTH... So I anticipate guidance could be north of $100M revenue depending on how they see growth in prosumer...
Ann: Full Year Results Presentation, page-6
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