As the report states. Signing a deal doesn't mean cash starts coming. If you've spent time on PME you'd know this was the cash. That is the issue that IME needs to sort out as its basic reporting of ARR, albeit is correct, is misdealing a little as it doesn't factor in time. If IME implements more like PME does for Visage then unless its a contract extension, first revenues from signing a deal will be 4 to 12 months away. As for expenses, IME (like PME and similar companies) have to pay first before cash comes in. IME's issue is more pronounced as it funds equipment for PaaS.
For you both expecting better on both side, would be keen to see your reasoning or metrics supporting it and where you think you got that wrong?
As the report states. Signing a deal doesn't mean cash starts...
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