The statement is completely disconnected from FUNNs business, how the model works, supply chain advantages and their growth and front runner in the BGC space. It’s also disconnected from growth companies and what it important at this stage for growth, the markers of success and how each phase in a growth company is different and what’s needed at each
I’m happy FUNN is moving from the proof of concept and baseline infrastructure to accelerated growth moving forward. A ton of real work on a real world schedule has been completed.
No, not their revenue. One argument was that FUNN is vertically integrated somehow. But the games they produce, publish, and distribute, will not account for much in sales at the stores.
A vertically integrated company would sell what it produces, primarily or exclusively.