Ive invested in disruptive tech companies before but often they sit adjacent to the clients workflow meaning the client has to alter their processes etc to start using the technology. So while the company can spruik x number of clients it doesnt translate into revenue because they arent fully using the tech. With dts their solution almost guarantees usage as it goes straight into their standard process - if they make a pizza, dts gets a slice (pardon the pun). As long as dts holds up their end with cost savings for clients you'd think they continue to use it.
We should hopefully start to see contracts turning into guaranteed revenue soon.
DTS Price at posting:
17.3¢ Sentiment: Hold Disclosure: Held
