6 weeks until reporting
Looking at google trends and Alexa rankings- looks like some headway being made in US in last 12 months. With Alexa looks like South Africa is firing.
Am still hoping for net cashflow positivity to flow through in this reporting season but may be another 6 months away.
Will also be interesting to see if the long awaited divergence between revenue growth and subscriber growth will start to emerge with increased value added products like projects going to increase net ARPU...given the relative size of this it should be a very small divergence (1-2%) at best, but any signal will be positive.
That will kick off the various Xerocons and new products and from previous communications with Rod I think a whole slew of new products will be announced this year. Am also hoping for the global / multi language capability to roll out in next 12-18months.
Any thoughts @EmDe @Superhans @Torpy and other long-termers?
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