8 trading days to the quarterly...I would expect the following:
• user numbers for Sept - we are all hoping for a min of 850,000; ie an additional 100,000
• updated ARR - currently at $8.3 mill - could be higher than $9 mill with added users
• update on ARPU and churn
• update on EBIT - should be cash positive
• update on integrations - so far they have only announced completed integrations - but maybe we will get some commentary on progress made in various geographies
• update on tech roadmap
• some detail on outlook - not something they have done before - but I think its time they provided a bit of detail on what they think the future holds
If all is good expect a re-rate - I strongly feel 17 + cents is justified
Dropsuite September Paid Users, page-40
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