Hugo Wallace wrote a new post, Why are Recurring Revenues Valued more than Traditional Annual Revenues? 4 years, 4 months ago
The last few decades have seen a sharp and prominent rise of software companies whose business models revolve around largely upfront development and marketing costs followed by ongoing recurring revenues. They […]
Hugo Wallace wrote a new post, Elmo posts record Q1 result and reiterates guidance 4 years, 6 months ago
Elmo Software (ASX:ELO), a cloud-based human resources and payroll software as a service (SaaS) company, today announced a quarterly update which was seemingly in line with investor expectations.
One thing […]
Hugo Wallace wrote a new post, The Short Attack on Wisetech (WTC:ASX) 4 years, 6 months ago
Market darling Wisetech (ASX:WTC) is the biggest listed Australian tech company and a leading provider of software solutions to the logistics industry globally. They develop the software solutions that enable […]
Hugo Wallace wrote a new post, Livetiles (ASX:LVT) Shares In Retreat 4 years, 6 months ago
Last week, Livetiles (ASX:LVT) released its most recent quarterly update. In contrast to the June update, where annual recurring revenue (ARR) increased from $34.5 to $40.1 million, this update was undoubtedly […]
Hugo Wallace wrote a new post, Senex (ASX:SXY) pumps first gas at newly completed Project Atlas 4 years, 6 months ago
High growth gas producer Senex Energy (ASX:SXY) today announced that its major investment Project Atlas is now operational, after first lease was granted in March 2018.
Senex partnered with major energy […]
Hugo Wallace wrote a new post, How low is too low for Webjet (ASX:WEB)? 4 years, 7 months ago
Founded in 1998, Webjet (ASX:WEB) has grown to be a significant player in the travel space, having asserted dominance in the online travel agency and B2B accommodation sectors. Earlier this year, investors were […]
Hugo Wallace wrote a new post, Have Nearmap (ASX:NEA) shares stopped dropping? 4 years, 7 months ago
Last month, Nearmap’s (ASX: NEA) results did not impress shareholders, despite showing a strongly growing underlying business. Since then, shares have fallen a further 8.8%.
Newer investors are likely […]
Hugo Wallace wrote a new post, The Maths of Finance: What is the Lifetime Value metric for SaaS companies? 4 years, 7 months ago
Investors will often reference terms such as annual recurring revenue, lifetime value, cost of acquisition, churn and gross margin and others when discussing software as a service — or SaaS — […]
Hugo Wallace wrote a new post, Why are Livetiles (LVT:ASX) shares falling? 4 years, 7 months ago
Livetiles targets mid to large organisations moving from traditional code-heavy digital workplaces to drag and drop, customisable and machine learning oriented intranet software.
Shares remain depressed since […]