The 1PG comparisons are crazy - don’t even go there - I was in that one from the beginning and bailed early too - they had no sales or real paying customers...
Revenue and ARR should run up shortly - we should see evidence - they are ramping up big time for next phase growth trying to get ahead of the curve - what they are doing is not crazy at all - it could take six months for the full effect of this spending to filter through...
However I am in full agreement that if we don’t see revenues popping up quickly with this much expenditure we could be having issues down the track in 3-6 months and I would probably consider bailing if that happened - $18.6 mill ARR and growing fast is nothing to sneeze at revenue is already $10-12 mill p/a - would should see that pick up over coming months...