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KVM

11/09/23 6:24 AM

#9662 RE: KVM #9661

So just read transcript. First no mention of using anyone's digital voice. I guess that got scrapped. Second thing besides same old BS about customers and revenues and expenses is how they have done a masterful and brilliant job in running the business and how amazed they are how employees are performing. Well that's the mindset at Veri. Only thing I'm amazed about is how totally incompetent they are and what exactly are the 650+ employees actually doing besides the bare minimum and doing personal things from home.
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GBR

11/09/23 7:56 AM

#9663 RE: KVM #9661

agree, just don't understand how the numbers jive with the long list of Pando Amazon delivery driver ads. Maybe Pando had to lower their price? I don't know.

On another note, on the investor presentation for "growth drivers", they say "Convert trial customers, particularly in
government and regulated industries, to longterm customers"

So guessing there are some significant trial customers, maybe like Deloitte, that aren't paying anything. They announced Deloitte reseller agreement Nov 2022. Maybe contract called for a trial period while Chad spends the year hardening aiWare and getting ready for prime time. I don't know.

One of the growth drivers is this:

CAPITALIZE ON DATA & INTEGRATION
CAPABILITIES
• Deliver best-in-class ecosystem to drive
operational efficiencies, accelerate decision
making and increase profitability
• Market ability to integrate and orchestrate
disparate data and workflows


I've been complaining all year about how they don't market aiWare capabilities. Maybe all planned for 2024. "Deliver best-in-class ecosystem" . Well why haven't they been "delivering" it before? Maybe going finally get going with aiWare. I have just thought this year with all the hype on AI, why have they buried all the talk on aiWare. 2023 has been the year that Chad Steelberg should have been out there BSing to the press about aiWare every chance he could. Instead they buried it and went with "wilderness guide"