"ACV bookings for the last four quarters were $22.6 million, which is an 82% year-over-year. Our book of business is also up strongly, 41% year-over-year"
"total revenues for the third quarter was a record $10.5 million, which is a 36% year-over-year increase. Our subscription revenue was $9.3 million, which is up 40% on a year-over-year basis."
"EBITDA leverage was 23% for the last four quarters. What this says is that over the last four quarters, for every dollar of incremental revenue that we brought in, $0.23 of that dollar fell to the adjusted EBITDA line." Wow. 23% drop through. When these guys turn profitable in the next few quarters, this thing is going to print money. IMHO
"So if we sold all of our products to every single one of the seats that our existing subscription clients we wish to have $325.2 million of ACV on an ongoing basis. We are currently 16% penetrated. So the book of business is $53.6 million is 16% of that $325 million number."
"Our net year-over-year net account growth with this is -- it be really our same store sales. So four of the customers that we had a year ago, how much has their revenue grown over the last year at those was existing subscription customers? That’s 127%, so for every dollar we had those accounts in revenue we now have $1.27 that is up 2,200 basis points from what our net account growth was a year ago."
"Our gross margins were 76% in Q3 up 700 basis points "
"We had two important new logos in Q3, one of those new logos is a Fortune 50 telco, another goes new logos to the top 25 U.S. bank. Those of the initial orders that came in for both of those two new logos was for over 1,500 seats of PBR. I think almost more importantly as these accounts combined have an access of 40,000 seats if fully penetrated"