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Re: tombe post# 396010

Wednesday, 02/14/2024 6:39:41 PM

Wednesday, February 14, 2024 6:39:41 PM

Post# of 413763
You are welcome. Another thing to be aware of is Q to Q is not a great measure. YOY is better. 6 months in this situation is ok.

You can have big orders that get shipped at the end of a quarter or the beginning of the next. That can skew numbers quite a bit Q to Q.

Having an AR number bigger then your revenue number is a bit of an oddity except the company is rapidly growing so it's not unexpected. But it shows the trajectory pretty well.

I am curious if they get paid slower now by marketing themselves. I think Nasrat alluded to that but can't remember
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