It would be good to get an update either late this week, or early next week.
I am not expecting the same ACV growth as the last half ($12m), as we haven't launched new products which would mean we don't have as much to upsell to our existing customers.
They mentioned we were past $70m ACV at the end of Q1, but no idea by how much. I have $73.6m stuck in my head for some reason, but would love to see ACV closer to $76m, so growth of $10m in ACV for the half year.
One thing I am interested in seeing is growth in the number of subscribers in the US. The ARPS has been exceptionally high in the US and we have been doing really well with enterprise clients, but in such a big market, I still think 946 customers is quite small (we had nearly 8,000 in Aus) and provides a lot of room for expansion even if ARPS doesn't grow anymore.
It would be nice if they break down the NZ numbers as well, but I doubt they will and these will just be lumped in as ANZ sales.
I am not that focused on cashflow positive (this was for the full year anyway), as with the capital raising, they are going to spend more, but somehow justify that they are cashflow positive while separating out the money they spend from the capital raising, all semantics after such a big raise, with plenty of funds for USA growth and Canada expansion.
