Revenue growth actually slowed in Q4 - Printable Version +- ShareholdersUnite Forums (http://shareholdersunite.com/mybb) +-- Forum: Companies (http://shareholdersunite.com/mybb/forumdisplay.php?fid=1) +--- Forum: Pareteum (TEUM) (http://shareholdersunite.com/mybb/forumdisplay.php?fid=61) +--- Thread: Revenue growth actually slowed in Q4 (/showthread.php?tid=12399) |
Revenue growth actually slowed in Q4 - admin - 04-14-2019 Well, we thought the problem was just in the backlog numbers and we didn't think there was any evidence suggesting that revenues were affected. Perhaps that's too optimistic. Here are the quarterly revenue numbers:
Not necessarily conclusive, but in the light of exploding backlog is curious that revenue growth (and revenue guidance) are moving the other way and yet another sign that investors should keep a wary eye on this one. RE: Revenue growth actually slowed in Q4 - stpioc - 04-15-2019 This could actually signal that they have reached the speed limit of connecting customers in backlog. The addition of those 75 engineers from iPass should bump that up, and the iPass revenues itself will bump up revenues considerably, even if only for something like 7 weeks in Q1. RE: Revenue growth actually slowed in Q4 - admin - 04-16-2019 Two fundamental questions are going to determine the fate of this stock:
The constraint on growth is much more likely to be the lack of personnel. The iPass engineers will keep things going for a while, as is a certain cumulative effect (once connected, clients generate recurring revenues so even if the speed of connection doesn't increase, revenues will keep rising). The question here is how much people they need to keep the growth rate close to where it is, and that will also determine how profitable their business model is. Again, there is not a whole lot to go on, although one could argue so far, so good. |