I have some concern re heavy cash burn but if it generates rapid growth in sustainable revenue I've got no problem with it.
It is moreso the lag between reported ARR and actual cash receipts that I want to see. I want to be confident that the lag is not excessive - indicator of whether there is high customer churn.
Look forward to the 4C.
Ann: ARR reaches $22.9m, up 232% YoY, page-14
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