Forum Topics KNO KNO Knosys Ltd General Discussion
Strawman
Added 5 years ago

Have been going through past quarterly statements for KNO, and ARR figures have me scratching my head.

ARR was $2.8m as of March 31, 2019 (link)

ARR was $2.9m as of July 1, 2019 (link)

ARR was $2.9m as of Oct 31, 2019 (link)

ARR was $2.9m as of Dec 31, 2019 (link)

FY19 ARR is consistently shown as $2.5m on these statements. Moreover, there's been essentially no growth. What am i missing here?

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BkrDzn
Added 5 years ago

Odd reporting for the FY basis around the optus implementation. Growth is lumpy as its enterprise clients. Takes time to drive organic within existing clients and likely incremental and lumpy when it happens. Will also take time for the SME version to ramp up.

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Strawman
Added 5 years ago

Knosys ranks #15 and enters the Strawman index. Good luck to all supporters 

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BkrDzn
Added 5 years ago

Another Wini pick, might have to think about renaming the Strawman index to the Windex

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Wini
Added 5 years ago

Haha Windex! Follow if you want those portfolio profits wiped clean out!

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