I'm in both, though more comfortable with Nearmap.
Nearmap
Product offer is less complex, they're not selling a 'stack',
ROI is easy for many clients to calculate,
Australia has been profitable since FY2014.
USA launched FY2015, and tracking at double revenue of Australia at same time and accelerating (though costs higher).
Growth trajectory, break even is clear to see.
Only in Au, US and NZ, so opportunity is substantial. Narrow geographic focus is a plus, but plans to widen it.
New use cases appearing regularly.
Thanks for the prompt, it has been a useful exercise.
I'm in both, though more comfortable with Nearmap. Nearmap...
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