Hi Mike, welcome aboard!
And thanks for your perspective from experience in the field, the backlog gives great revenue visibility, we have a guy here who put that in a spreadsheet even. It takes a while as it can take 90-180 days to start hooking them up and then revenues are small in the first year, but then it starts to accelerate and even if not all backlog is converted (customers can go out of business, etc.) even at 80% conversion this gives us great growth for years to come.
Ad to that the 214% net retention rate and existing customers tend to greatly expand on their initial contract.
You make a valid point for keeping customer names private, perhaps when Pareteum's competitive position increases more customers can be made public (like today's contract with Citrix), although this depends on the customer as well.
And thanks for your perspective from experience in the field, the backlog gives great revenue visibility, we have a guy here who put that in a spreadsheet even. It takes a while as it can take 90-180 days to start hooking them up and then revenues are small in the first year, but then it starts to accelerate and even if not all backlog is converted (customers can go out of business, etc.) even at 80% conversion this gives us great growth for years to come.
Ad to that the 214% net retention rate and existing customers tend to greatly expand on their initial contract.
You make a valid point for keeping customer names private, perhaps when Pareteum's competitive position increases more customers can be made public (like today's contract with Citrix), although this depends on the customer as well.