Creative Realities Inc. (CREX)

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Excerpts from the Transcript: Brian Kinstlinger asks, "Assuming it's unchanged, can you remind us your revenue guidance? And then talk about any insights to seasonality or things management knows about timing of deliveries over the next two quarters, so how we could think about maybe you're thinking about the ramp?"
CEO Rick Mills answers, "Yes, Brian, I would tell you, as we have stated previously, we believe on a quarter-to-quarter basis, we're going to exceed the prior year 20% to 40% every quarter. We expect to continue that throughout the year. So, very comfortable with that."
Later Rick Mills talks about stadiums, "...We've been in this market for several years now with a real enhanced presence. And so we, again, are being introduced at the highest levels. So, we're really dealing with now the larger tier stadiums. We were dealing with the 10,000-seat arenas and then we moved into 15,000, now we're in the full 20,000, 25,000 and up stadiums. So, we've climbed up the food chain in the stadium world, okay. Number two, around the monetization of that, whenever we typically take over or win a stadium it typically comes with all of the food screens. Typical stadium will have about 600 food screens. Again, think of it as 10 different food concepts and about between 400 and 600 food screens. So, we always start there.
We do expect the balance of the screens over the next two to five years to migrate to an OpEx model and come on to some of our different SaaS platforms. So, that's why we're investing heavily in this market because we think two to five years from now, there's tens of thousands of screens that will migrate to SaaS platforms."
And several minutes later Rick Mills says, "I'm just going to add one more thing. When we go into the stadium and arena our competition talk about menu boards. They put screens up and put pictures of hot dogs. We sit down with them and we go through an in-depth screen analysis and in a much more complex level than our competitors do, and it resonates because they see true lift in their stadium food operations brought on -- brought about by the expertise of the CRI team being involved. So, I think it's a combination of all of those."