Replies to post #5855 on Veritone Inc (VERI)

[GBR]

Well if we don't see material and accelerating growth in aiWare this quarter then I think we can write it off. Looks like Deloitte is getting busy with CortexAI and looks like many platforms popping up that are marketing moving from point solutions. The market for aiWare is here and it is sad and discouraging that Veritone doesn't want to keep their investors informed as the stock has gotten absolutely crushed. And aiWare is the only reason most investors bought this POS. And we get PRs on m&e awards. And CEO goes underground. Complete lack of concern for shareholders, many whom have bailed with steep losses. That said, I still believe Deloitte is licensing AIware capabilities. Just have no idea how much the IP is worth.

[KVM]

Realize as of 9/30/2022 Veri had 700 employees and 594 customers according to them. Amazon accounted for a third of revenue. Based on 150 mil of guidance which I believe at this point will come in way short and 100 mil of non Amazon revenue which will dry up "shortly" each non Amazon customer on average generates 170k of revenue and each employee produces 153k of revenue. Very sad. And this has been status quo since IPO. So generating enough revenue to cover payroll. But nothing else. The ship isn't turning it is sinking.