I guess I am not talking about customers generally, more these Enterprise customers that Pointerra are targeting initially.
I think the type of customer Pointerra targets is very different compared to Nearmap. In Aus, NEA grew in the SME space (Solar, Food Trucks, etc) as much as the big businesses, whereas the entry into the States very much targeted Govt and big business.
Given Pointerra are really only selling to big data businesses, including Utilities and those creating self driving cars, I expect ARPS to be high compared to Nearmap, as SME's will come later.
Anyway, I think my point is valid that ARPS for any enterprise customers coming out of the States is likely to be significantly higher than the 2 initial customers signed in Aus, which bodes well for Pointerra once they get a few across the line.
3DP Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
