Dropsuite September Paid Users, page-118

A few things to ponder:

1) UOL numbers are to be trimmed back to something much more modest (normal) - they are still a partner so should deliver this modest amount going forwards

2) The growth rate of new users therefore comes back in line with the pre-UOL trajectory - but has the addition of a range of new and potentially sizeable partners - and those hinted at that are also due to come online soon

If DSE put on 50% growth this calendar year (after having taken out the UOL deactivations) that trajectory looks to take it to about 400,000 by year end + whatever the extra big players like ALSO could deliver

So we could still see 500,000 + users - at a better ARPU - by Christmas - which puts $6 mill + ARR in the mix

3) Key take-outs for me:
• important to see how quickly and to what scale the bigger new partners like ALSO and Pax8 etc can deliver over the next 2 months
• continue to look out for yet more integrations (2 new ones were mentioned in the update Home.pl and Interworks)
• important to see this incident as a glitch caused by an overzealous partner - not a symptom of DSE
• dust will settle pretty quickly
• expect a fair bit of news-flow over the next month