Sunday, August 12, 2018 10:58:59 AM
I own a couple other companies that provide Subscriber numbers and new sign ups. One company in particular has a lower float than NFUSZ.
Why they provide Subscriber numbers and new Sign up numbers is beyond me. Also, the CEO of that company has built and sold another company before.
We will see the objective truth this week. Even if we get new partners, it would be nice to know what are current partners are doing, i.e. Oracle/Marketo. Otherwise, investors may think the New partners will produce like the current partners.
Can Salesforce do any better than Oracle and Marketo? That is the sticking point....Performance, Productivity, Profitability.
If Q2 Numbers are less than 25K, that means according to trajectory, the new partners may not produce well into 2019. That is why current numbers and trajectories are important.
If they are not important, then why are they reported in the 10Q's??
Why they provide Subscriber numbers and new Sign up numbers is beyond me. Also, the CEO of that company has built and sold another company before.
We will see the objective truth this week. Even if we get new partners, it would be nice to know what are current partners are doing, i.e. Oracle/Marketo. Otherwise, investors may think the New partners will produce like the current partners.
Can Salesforce do any better than Oracle and Marketo? That is the sticking point....Performance, Productivity, Profitability.
If Q2 Numbers are less than 25K, that means according to trajectory, the new partners may not produce well into 2019. That is why current numbers and trajectories are important.
If they are not important, then why are they reported in the 10Q's??
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