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Why only 5% on the independent study news? I assume there is some actual significant event folks are waiting on?
What happened to the price this week and today?
How many times has the core business evolved? 3? 4? in a year.
The Desk AI Investor Relations page is BLANK
Why is this good? How many blue collar type folks care about an avatar? And how many think it's goofy and useless?
Shareholder event
No slide deck
Was this his personal office/storage room?
1000 very small business customers in 2 more years? $1.5M revenue
Less than 50 customers now
Didn't they pivot from healthcare etc to home business and field service support?
$1m-$10M in revenue with less than 10 employees
3 employees
Ticker symbol and name change AFTER buying that?
Why didn't they just go LLC and not buy DROP etc??? Why be listed with anticipated $1.5M revenue?
Yeah. How many times has he switched verticals?????? Now it's very small or self owned companies? And he posts as himself not through the company?
Exactly what profits are you aware of? What customers?
ZERO news on sales since inception. Websites, name changes, apps etc are NOT SALES.
Up 40%? Several new Twitter posts? Is the stock halted?
Agreed-but it's still the opposite of what he originally said and a massive dilution even if only a fraction is needed. Not a good sign. At the very least Delke is either naive or in trouble,
Going from 80M to 800M shares outstanding. 10X dilution, correct?
We have no data on traction, sales, what this money is for etc.
CEO said he wasn't going to dilute in May
"Along with this update, we still have no convertible debt or any plans for dilution anywhere near this current share price."
Stock can't hold because NOTHING substantial is being reported. No sales, revenue, hiring etc
Apparently there are sales - see Twitter link
thanks, feeling strong
— David Delke (@daviddelke) June 13, 2022
kustomeroo has sales? Isn't that what this Tweet says? They say "from" not "for".
New workflow alert.
Today we share a workflow ( SDR to AE ) ??
from our solar sales customers using Live Video Sales & Support along @kustomeroo
, @HubSpot
, and @aircall
. Enjoy.
📣 New workflow alert.
— Trainday 🦺 OSHA Compliance in Days not Weeks (@TraindayHQ) May 26, 2022
Today we share a workflow ( SDR to AE ) 🤝
from our solar sales customers using Live Video Sales & Support along @kustomeroo , @HubSpot , and @aircall . Enjoy. https://t.co/cFNjqUff2p
And he said this on Twitter today. Somehow he thinks this is good? If there were sales etc he wouldn't be able to do this and have the money to hire folks. So no name change yet, no word on sales, customer growth etc and now we have this and the only other word is no name change yet and we are working on a meeting? (And no i wouldn't want him to waste money when he can be lean etc.)
Roles I am currently playing
CTO
SDR
AE
Implementation specialist
Integration specialist
CSM
Major website changes-Not sure when that happened. Switch to add healthcare is clear.
Delke responded to me on Twitter - "Shareholder conference will be rescheduled after name and symbol change take place. Don't want to disrupt the process that is in motion."
Shareholder conference will be rescheduled after name and symbol change take place. Don't want to disrupt the process that is in motion.
— David Delke (@daviddelke) February 20, 2022
No post on shareholder meeting today on Twitter or Facebook? Cancelled?
Stock drops before first shareholder event??????
How do you know a COO is coming?
He doesn't need time to make smart public comments.
If Delke took the "time" to shift away from the core vertical he needs to take the "time" to explain the plan and effect of that further, especially given he is already making out reach posts for telehealth.
I will agree though he should spend less time on goofy, vague or incomplete non-CEO looking public posts.
Example from 12/2-This is like swatting a fly. exsinet maybe you could tell me exactly where I am wrong here?
Did you all see the Twitter post today?
"shifted focus from "customer service, sales, and support" on the retail side of things to "customer care" on the telehealth side of things and loving it already. feeling a sense of "urgency" for a solution from customers is a good feeling"
My response
Why didn't you also mention sales & support for telehealth? How do you have "customer care" without sales first? Didn't you just make a significant vertical change? Your website doesn't even mention telehealth. How many telehealth sales? Company name doesn't fit now right?
This does not look good. The company name is a play on "customer" not "telehealth".
That's a cop out. You can't respond objectively to the objective points I made so you make like somehow I am obviously incorrect and explaining it is a waste of time. The real result of this is your tacit ceding of my points not a dismissal of them. Beyond that Delke's plan is EXACTLY what?
I have listed the points, some several times, in my posts. Look them up.
You can't deal with the facts so you ignore them and denigrate the messenger and invoke the possible, yet no longer probable, good outcome. Maybe you could counter my examples and present examples on what is being done by Delke correctly and why no more is needed?
Of course the product can be used for mutiple verticals. The issue is Delke's ability to handle this. And so far he appears to be way outside his depth. He needs a CEO and CTO. And should stick to being a product lead. Time is running out fast. If this and sales don't look good in their first report this is likely doomed.
Maybe get passed the hyperbole and tell me where what I said is incorrect, overall positive and in no way warrants any concern. They shifted primary customer industry/vertical focus. So much so the company name and website don't even mention telehealth. For which there are already many established players. Could it be good, yes.But the odds are low for two reasons. One is that competition, The other is the CEO, who has released zero data on sales, hires etc, had to undertake a major pivot. That means he did not do his homework and/or failed to execute. Why would the entry into telehealth work better?
Did you all see the Twitter post today?
"shifted focus from "customer service, sales, and support" on the retail side of things to "customer care" on the telehealth side of things and loving it already. feeling a sense of "urgency" for a solution from customers is a good feeling"
My response
Why didn't you also mention sales & support for telehealth? How do you have "customer care" without sales first? Didn't you just make a significant vertical change? Your website doesn't even mention telehealth. How many telehealth sales? Company name doesn't fit now right?
This does not look good. The company name is a play on "customer" not "telehealth".
Because the CEO appears to plan beyond buying the name, making a run of the mill website and making goofy personal tweets
Why is the newest fad interesting? Why would a video based customer service product or website, that is not industry specific, want to deal with VR and not real people?????? yes, in some cases some may prefer it. But this is not what most people or companies want. New is not always better.
When is the first quarterly report coming?
You folks are hyping HIPPA and SOC news
Doing things you must do to draw customers in various domains is not a wondrous event. It's called basic competence. Far more importantly, what is the traction? Take rate? Cost of sales? Turn over? How many employees and how many needed to do what? Revenue? Costs etc?
First report coming up-Must have plan-employees-some traction etc
One employee?
I said the same thing about finding a CEO etc. Hopefully we are correct.
I provided objective reasons. Please push back on each or save the comments. I have been a shareholder since Tiger. Which means I am long. At the end of the data the facts matter most.
Anyone who thinks that Twitch was done well has no idea how a company is or should be run. This is not nit picking. It wasn't close.
Stock drop reflects the issues. That Twitch was not a CEO event. It was a developer event. There was no structure, no slides to follow along, no mention of differentiation etc. Now we all sit and wait until the Q3 report to see if there is any there there and how in over his head the CEO may or may not be. Right now I have little confidence David Delke can run this company. Be really good if he gets that and has a CEO soon. Or at least a good COO.